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Blue Owl Capital

377 hedge funds and large institutions have $2.28B invested in Blue Owl Capital in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 152 increasing their positions, 116 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 116

3% less call options, than puts

Call options by funds: $23.4M | Put options by funds: $24.2M

3% less funds holding

Funds holding: 387377 (-10)

2.93% less ownership

Funds ownership: 42.88%39.96% (-2.9%)

11% less capital invested

Capital invested by funds: $2.57B → $2.28B (-$291M)

15% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 48

20% less funds holding in top 10

Funds holding in top 10: 2016 (-4)

Holders
377
Holders Change
-10
Holders Change %
-2.58%
% of All Funds
5.41%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.23%
New
41
Increased
152
Reduced
116
Closed
48
Calls
$23.4M
Puts
$24.2M
Net Calls
-$744K
Net Calls Change
-$6.45M
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
351
Raleigh Capital Management
North Carolina
$15.7K +$1.13K +75 +8%
Fifth Third Bancorp
352
Fifth Third Bancorp
Ohio
$14.6K +$15K +1,000 New
GM
353
GeoWealth Management
Illinois
$14.2K +$14.6K +973 New
Fidelity Investments
354
Fidelity Investments
Massachusetts
$13.1K +$13.5K +901 New
KB
355
Kimelman & Baird
New York
$13.1K
BCMLT
356
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.5K
SIC
357
SJS Investment Consulting
Ohio
$11.5K +$11.8K +787 New
DF
358
DecisionPoint Financial
Arizona
$10.2K
HWM
359
HighMark Wealth Management
Minnesota
$9.95K +$270 +18 +3%
HCP
360
Hexagon Capital Partners
Arkansas
$9.85K +$8.5K +566 +515%
LI
361
LRI Investments
Florida
$7.87K +$7.97K +531 New
CIA
362
Cape Investment Advisory
Georgia
$7.29K
HT
363
Headlands Technologies
Illinois
$6.88K -$1.4M -93,083 -99%
IAIM
364
International Assets Investment Management
Florida
$6.04K +$1.32M +87,945 New
AIC
365
Archer Investment Corporation
Indiana
$5.85K +$30 +2 +0.5%
Jones Financial Companies
366
Jones Financial Companies
Missouri
$5.25K +$5.26K +350 New
SWC
367
Spectrum Wealth Counsel
Indiana
$4.95K
GWP
368
Gen-Wealth Partners
Michigan
$3.78K
WWP
369
WR Wealth Planners
Missouri
$2.77K +$60 +4 +2%
W
370
WealthCollab
Washington
$2.08K
ETC
371
Exchange Traded Concepts
Oklahoma
$1.38K +$1.43K +95 New
CPA
372
Capital Performance Advisors
California
$1.22K -$298K -19,853 -100%
HFS
373
Hantz Financial Services
Michigan
$1K +$15 +1 +3%
GI
374
GAMMA Investing
California
$903
BGAI
375
Bruce G. Allen Investments
Colorado
$364 +$375 +25 New

OBDC Hedge Fund Activity: Q3 2024 in Review

377 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q3 2024, worth a combined $2.28B — down 11% from $2.57B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of OBDC and 41 opened new positions — a net loss of 7 holders — while 116 trimmed existing stakes and 152 added.

The largest buyer was Northern Trust, opening a new position worth an estimated $14.4M. The largest seller was Regents of the University of California, exiting entirely with an estimated $34.4M sold.

  • 377 institutional investors held Blue Owl Capital (OBDC) as of Q3 2024, down from 387 in Q2 2024.
  • Funds reported $2.28B of Blue Owl Capital stock for Q3 2024, down 11% quarter-over-quarter.
  • 41 funds opened new Blue Owl Capital positions in Q3 2024 and 48 closed out, a net change of -7 holders.
  • The largest Blue Owl Capital buyer in Q3 2024 was Northern Trust, an estimated $14.4M added.
  • The largest Blue Owl Capital seller in Q3 2024 was Regents of the University of California, an estimated $34.4M sold.

Based on aggregated 13F filings for Q3 2024.