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Blue Owl Capital
OBDC

Overview Fund Activity

374 hedge funds and large institutions have $2.59B invested in Blue Owl Capital in 2024 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 159 increasing their positions, 92 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
+16
Holders Change %
+4.47%
% of All Funds
5.42%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.29%
New
59
Increased
159
Reduced
92
Closed
37
Calls
$7.47M
Puts
$4.17M
Net Calls
+$3.3M
Net Calls Change
+$9.56M

Top Buyers

1
VanEck Associates
VanEck Associates
New York
$125M
2
Boston Partners
Boston Partners
Massachusetts
$15M
3
Two Sigma Investments
Two Sigma Investments
New York
$17.8M
4
MW
Melia Wealth
Oklahoma
$13.8M
5
Two Sigma Advisers
Two Sigma Advisers
New York
$14.8M

Top Sellers

1
ROTUOC
Regents of the University of California
California
$155M
2
Morgan Stanley
Morgan Stanley
New York
$89M
3
BU
Brown University
Rhode Island
$56.7M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$39.4M
5
TCA
Transcend Capital Advisors
New Jersey
$50.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
351
Carson Wealth (CWM LLC)
Nebraska
$16K +$11.1K +729 +229%
TF
352
Tompkins Financial
New York
$14.8K – – –
RCM
353
Raleigh Capital Management
North Carolina
$14.2K – – –
CIA
354
Cape Investment Advisory
Georgia
$14K -$87.6K -5,694 -86%
FCG
355
Financial Connections Group
California
$11K +$267 +16 +2%
HWM
356
HighMark Wealth Management
Minnesota
$9.95K +$277 +18 +3%
EWA
357
EverSource Wealth Advisors
Alabama
$9.41K -$3.34K -210 -26%
AF
358
Advisornet Financial
Minnesota
$8.28K +$599 +39 +8%
PD
359
Point72 (DIFC)
United Arab Emirates
$7.95K +$7.95K +517 New
GI
360
Gradient Investments
Minnesota
$7.65K +$185 +12 +2%
AWM
361
Avior Wealth Management
Nebraska
$6.45K +$6.45K +419 New
AIC
362
Archer Investment Corporation
Indiana
$5.38K – – –
SWC
363
Spectrum Wealth Counsel
Indiana
$5.23K – – –
GWP
364
Gen-Wealth Partners
Michigan
$3.85K +$3.85K +250 New
PTC
365
Private Trust Company
Ohio
$3.14K +$1.35K +88 +76%
HF
366
Halpern Financial
Virginia
$3.06K – – –
WWP
367
WR Wealth Planners
Missouri
$2.79K +$2.79K +182 New
W
368
WealthCollab
Washington
$2.2K – – –
FGAM
369
Financial Gravity Asset Management
Texas
$2.2K +$2.15K +140 +4,667%
PS
370
Principal Securities
Iowa
$1.37K +$1.37K +89 New
VWM
371
Venturi Wealth Management
Texas
$1.02K -$339 -22 -25%
HFS
372
Hantz Financial Services
Michigan
$1K +$27 +1 +3%
GI
373
GAMMA Investing
California
$954 – – –
HCP
374
Hexagon Capital Partners
Arkansas
$769 +$523 +34 +213%
CCM
375
Callodine Capital Management
Massachusetts
– -$3.83M -259,747 Closed
13 14
15
16 17