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Blue Owl Capital

410 hedge funds and large institutions have $2.43B invested in Blue Owl Capital in 2024 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 174 increasing their positions, 88 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 37

98% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 88

9% more funds holding

Funds holding: 377410 (+33)

7% more capital invested

Capital invested by funds: $2.28B → $2.43B (+$157M)

1.05% more ownership

Funds ownership: 39.96%41.01% (+1%)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

49% less call options, than puts

Call options by funds: $10.6M | Put options by funds: $20.7M

Holders
410
Holders Change
+33
Holders Change %
+8.75%
% of All Funds
5.4%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.18%
New
78
Increased
174
Reduced
88
Closed
37
Calls
$10.6M
Puts
$20.7M
Net Calls
-$10.2M
Net Calls Change
-$9.42M
Name Holding Trade Value Shares
Change
Change in
Stake
B
401
Birchbrook
Maine
$1.36K +$1.36K +90 New
HFS
402
Hantz Financial Services
Michigan
$1K +$15 +1 +3%
YP
403
YANKCOM Partnership
South Dakota
$998 +$995 +66 New
GI
404
GAMMA Investing
California
$937
VWA
405
VSM Wealth Advisory
Maryland
$907 +$904 +60 New
SWA
406
SOA Wealth Advisors
New York
$892 +$889 +59 New
BGAI
407
Bruce G. Allen Investments
Colorado
$620 +$241 +16 +64%
HI
408
Horizon Investments
North Carolina
$242
AF
409
Allworth Financial
California
$221 +$226 +15 New
DFA
410
DHJJ Financial Advisors
Illinois
$46 +$45 +3 New
Balyasny Asset Management
411
Balyasny Asset Management
Illinois
-$8.09M -555,095 Closed
OAC
412
OMERS Administration Corp
Ontario, Canada
-$7.03M -482,616 Closed
TI
413
Trexquant Investment
Connecticut
-$6.01M -412,675 Closed
UBS AM
414
UBS AM
Illinois
-$5.17M -354,752 Closed
Qube Research & Technologies (QRT)
415
Qube Research & Technologies (QRT)
United Kingdom
-$4.7M -322,589 Closed
CSS
416
Cubist Systematic Strategies
Connecticut
-$4M -274,459 Closed
IAIM
417
International Assets Investment Management
Florida
-$6.04K -87,945 Closed
GBT
418
Grove Bank & Trust
Florida
-$932K -64,000 Closed
AA
419
ALPS Advisors
Colorado
-$930K -63,835 Closed
WWA
420
WCG Wealth Advisors
Nevada
-$707K -48,527 Closed
GS
421
GTS Securities
New York
-$668K -45,852 Closed
VF
422
Virtu Financial
New York
-$556K -38,168 Closed
IMC Chicago
423
IMC Chicago
Illinois
-$428K -29,399 Closed
SM
424
Sciencast Management
New Jersey
-$416K -28,548 Closed
Marshall Wace
425
Marshall Wace
United Kingdom
-$371K -25,457 Closed

OBDC Hedge Fund Activity: Q4 2024 in Review

410 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q4 2024, worth a combined $2.43B — up 6.9% from $2.28B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new OBDC positions and 37 closed out — a net gain of 41 holders — while 174 added to existing stakes and 88 trimmed.

The largest buyer was Cresset Asset Management, adding an estimated $66.1M. The largest seller was VanEck Associates, cutting an estimated $45M.

  • 410 institutional investors held Blue Owl Capital (OBDC) as of Q4 2024, up from 377 in Q3 2024.
  • Funds reported $2.43B of Blue Owl Capital stock for Q4 2024, up 6.9% quarter-over-quarter.
  • 78 funds opened new Blue Owl Capital positions in Q4 2024 and 37 closed out, a net change of +41 holders.
  • The largest Blue Owl Capital buyer in Q4 2024 was Cresset Asset Management, an estimated $66.1M added.
  • The largest Blue Owl Capital seller in Q4 2024 was VanEck Associates, an estimated $45M sold.

Based on aggregated 13F filings for Q4 2024.