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Blue Owl Capital

376 hedge funds and large institutions have $2.6B invested in Blue Owl Capital in 2024 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 160 increasing their positions, 93 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $7.46M | Put options by funds: $4.17M

72% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 93

59% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 37

5% more funds holding in top 10

Funds holding in top 10: 1920 (+1)

4% more funds holding

Funds holding: 360376 (+16)

0% more capital invested

Capital invested by funds: $2.58B → $2.6B (+$10.7M)

1.66% less ownership

Funds ownership: 44.91%43.26% (-1.7%)

Holders
376
Holders Change
+16
Holders Change %
+4.44%
% 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
160
Reduced
93
Closed
37
Calls
$7.46M
Puts
$4.17M
Net Calls
+$3.3M
Net Calls Change
+$9.55M
Name Holding Trade Value Shares
Change
Change in
Stake
PB
351
Pinnacle Bancorp
Nebraska
$18.1K
BCMLT
352
Beacon Capital Management LLC (Tennessee)
Tennessee
$16.4K +$4.13K +275 +35%
Carson Wealth (CWM LLC)
353
Carson Wealth (CWM LLC)
Nebraska
$16K +$11K +729 +229%
TF
354
Tompkins Financial
New York
$14.8K
RCM
355
Raleigh Capital Management
North Carolina
$14.2K
CIA
356
Cape Investment Advisory
Georgia
$14K -$85.6K -5,694 -86%
FCG
357
Financial Connections Group
California
$11K +$241 +16 +2%
HWM
358
HighMark Wealth Management
Minnesota
$9.95K +$271 +18 +3%
EWA
359
EverSource Wealth Advisors
Alabama
$9.41K -$3.16K -210 -26%
AF
360
Advisornet Financial
Minnesota
$8.28K +$586 +39 +8%
PD
361
Point72 (DIFC)
United Arab Emirates
$7.95K +$7.77K +517 New
GI
362
Gradient Investments
Minnesota
$7.65K +$180 +12 +2%
AWM
363
Avior Wealth Management
Nebraska
$6.45K +$6.3K +419 New
AIC
364
Archer Investment Corporation
Indiana
$5.38K
SWC
365
Spectrum Wealth Counsel
Indiana
$5.23K
GWP
366
Gen-Wealth Partners
Michigan
$3.85K +$3.76K +250 New
PTC
367
Private Trust Company
Ohio
$3.14K +$1.32K +88 +76%
HF
368
Halpern Financial
Virginia
$3.06K
WWP
369
WR Wealth Planners
Missouri
$2.79K +$2.74K +182 New
W
370
WealthCollab
Washington
$2.2K
FGAM
371
Financial Gravity Asset Management
Texas
$2.2K +$2.1K +140 +4,667%
PS
372
Principal Securities
Iowa
$1.37K +$1.34K +89 New
VWM
373
Venturi Wealth Management
Texas
$1.02K -$331 -22 -25%
HFS
374
Hantz Financial Services
Michigan
$1K +$15 +1 +3%
GI
375
GAMMA Investing
California
$954

OBDC Hedge Fund Activity: Q1 2024 in Review

376 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q1 2024, worth a combined $2.6B — up 0.41% from $2.58B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new OBDC positions and 37 closed out — a net gain of 22 holders — while 160 added to existing stakes and 93 trimmed.

The largest buyer was VanEck Associates, adding an estimated $19.9M. The largest seller was Regents of the University of California, cutting an estimated $112M.

  • 376 institutional investors held Blue Owl Capital (OBDC) as of Q1 2024, up from 360 in Q4 2023.
  • Funds reported $2.6B of Blue Owl Capital stock for Q1 2024, up 0.41% quarter-over-quarter.
  • 59 funds opened new Blue Owl Capital positions in Q1 2024 and 37 closed out, a net change of +22 holders.
  • The largest Blue Owl Capital buyer in Q1 2024 was VanEck Associates, an estimated $19.9M added.
  • The largest Blue Owl Capital seller in Q1 2024 was Regents of the University of California, an estimated $112M sold.

Based on aggregated 13F filings for Q1 2024.