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Blue Owl Capital

387 hedge funds and large institutions have $2.57B invested in Blue Owl Capital in 2024 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 165 increasing their positions, 101 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 101

52% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 31

30% more call options, than puts

Call options by funds: $24.9M | Put options by funds: $19.2M

3% more funds holding

Funds holding: 376387 (+11)

0% more funds holding in top 10

Funds holding in top 10: 2020 (0)

0.37% less ownership

Funds ownership: 43.26%42.88% (-0.37%)

1% less capital invested

Capital invested by funds: $2.6B → $2.57B (-$28.4M)

Holders
387
Holders Change
+11
Holders Change %
+2.93%
% of All Funds
5.59%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.29%
New
47
Increased
165
Reduced
101
Closed
31
Calls
$24.9M
Puts
$19.2M
Net Calls
+$5.7M
Net Calls Change
+$2.4M
Name Holding Trade Value Shares
Change
Change in
Stake
NFSG
351
Newbridge Financial Services Group
Florida
$40.9K +$480 +30 +1%
TSWM
352
Tyler-Stone Wealth Management
Ohio
$40.5K
Lazard Asset Management
353
Lazard Asset Management
New York
$38K
CA
354
Clearstead Advisors
Ohio
$37.3K +$128 +8 +0.3%
Northwestern Mutual Wealth Management
355
Northwestern Mutual Wealth Management
Wisconsin
$34.9K -$5.4K -338 -13%
HWA
356
Heritage Wealth Advisors
Virginia
$33.8K
Carson Wealth (CWM LLC)
357
Carson Wealth (CWM LLC)
Nebraska
$32K +$16.5K +1,032 +99%
CAS
358
Coppell Advisory Solutions
Texas
$29.3K +$30.5K +1,908 New
National Bank of Canada
359
National Bank of Canada
Quebec, Canada
$26.2K +$27.2K +1,700 New
MIM
360
Macroview Investment Management
Maryland
$23.9K
AIM
361
Anchor Investment Management
South Carolina
$23K
FDCDDQ
362
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23K
HI
363
Harbour Investments
Wisconsin
$22.2K -$2.45K -153 -10%
AWM
364
AllSquare Wealth Management
New York
$21.5K
PB
365
Pinnacle Bancorp
Nebraska
$18K
RCM
366
Raleigh Capital Management
North Carolina
$15.4K +$1.28K +80 +9%
KB
367
Kimelman & Baird
New York
$13.8K +$14.4K +900 New
BCMLT
368
Beacon Capital Management LLC (Tennessee)
Tennessee
$12.1K -$4.4K -275 -26%
AF
369
Advisornet Financial
Minnesota
$12.1K +$4K +250 +46%
QL
370
Quarry LP
New York
$11.4K +$11.8K +739 New
DF
371
DecisionPoint Financial
Arizona
$10.9K -$9.59K -600 -46%
HWM
372
HighMark Wealth Management
Minnesota
$10.2K +$288 +18 +3%
FCG
373
Financial Connections Group
California
$10K +$224 +14 +2%
FFA
374
Frazier Financial Advisors
Ohio
$8.72K +$9.08K +568 New
GI
375
Gradient Investments
Minnesota
$7.81K +$176 +11 +2%

OBDC Hedge Fund Activity: Q2 2024 in Review

387 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q2 2024, worth a combined $2.57B — down 1.1% from $2.6B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new OBDC positions and 31 closed out — a net gain of 16 holders — while 165 added to existing stakes and 101 trimmed.

The largest buyer was Two Sigma Advisers, adding an estimated $69.4M. The largest seller was Regents of the University of California, cutting an estimated $126M.

  • 387 institutional investors held Blue Owl Capital (OBDC) as of Q2 2024, up from 376 in Q1 2024.
  • Funds reported $2.57B of Blue Owl Capital stock for Q2 2024, down 1.1% quarter-over-quarter.
  • 47 funds opened new Blue Owl Capital positions in Q2 2024 and 31 closed out, a net change of +16 holders.
  • The largest Blue Owl Capital buyer in Q2 2024 was Two Sigma Advisers, an estimated $69.4M added.
  • The largest Blue Owl Capital seller in Q2 2024 was Regents of the University of California, an estimated $126M sold.

Based on aggregated 13F filings for Q2 2024.