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Blue Owl Capital
OBDC

66 hedge funds and large institutions have $1.2B invested in Blue Owl Capital in 2019 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 28 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 8

180% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 10

100% more funds holding in top 10

Funds holding in top 10: 3 → 6 (+3)

47% more capital invested

Capital invested by funds: $813M → $1.2B (+$382M)

35% more funds holding

Funds holding: 49 → 66 (+17)

3.73% more ownership

Funds ownership: 13.44% → 17.18% (+3.7%)

Holders
66
Holders Change
+17
Holders Change %
+34.69%
% of All Funds
1.3%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
25
Increased
28
Reduced
10
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SONJCPFE
State of New Jersey Common Pension Fund E
New Jersey
+$10.6M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$4.65M
3
California Public Employees Retirement System
California Public Employees Retirement System
California
+$3.99M
4
Bank of America
Bank of America
North Carolina
+$3.98M
5
UCFA
United Capital Financial Advisors
Texas
+$3.9M

Top Sellers

Rank Fund Capital Flow
1
ClearBridge Investments
ClearBridge Investments
New York
-$4.6M
2
Millennium Management
Millennium Management
New York
-$4.28M
3
UOC
UBS O'Connor
Illinois
-$3.61M
4
SFM
Soros Fund Management
New York
-$3.03M
5
WAMC
Western Asset Management Company
California
-$1.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
26
LPL Financial
California
$1.77M +$514K +29,429 +42%
BlackRock
27
BlackRock
New York
$1.74M +$1.69M +96,462 +11,594%
SI
28
Stephens Inc
Arkansas
$1.73M +$371K +21,250 +28%
KACA
29
Kayne Anderson Capital Advisors
California
$1.59M -$1.07M -61,300 -41%
JFGIW
30
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.38M +$708K +40,500 +111%
CPIG
31
Chicago Partners Investment Group
Illinois
$1.3M +$747K +42,771 +111%
Ameriprise
32
Ameriprise
Minnesota
$1.01M +$989K +56,635 New
CBB
33
Citizens Business Bank
California
$1.01M +$24.5K +1,400 +3%
BA
34
Bard Associates
Illinois
$939K -$2.62K -150 -0.3%
RJA
35
Raymond James & Associates
Florida
$882K +$538K +30,775 +166%
SCM
36
Soros Capital Management
New York
$872K +$852K +48,767 New
D.E. Shaw & Co
37
D.E. Shaw & Co
New York
$740K +$723K +41,379 New
Janus Henderson Group
38
Janus Henderson Group
United Kingdom
$729K +$712K +40,736 New
NFC
39
Northeast Financial Consultants
Connecticut
$716K +$699K +40,004 New
GC
40
Guggenheim Capital
Illinois
$713K +$696K +39,862 New
CGL
41
Clarius Group LLC
Washington
$701K +$759K +43,449 New
SCM
42
Shelton Capital Management
Colorado
$654K -$148K -8,450 -19%
TP
43
Tranquility Partners
Tennessee
$612K +$598K +34,204 New
SWP
44
Stratos Wealth Partners
Ohio
$580K +$18.9K +1,084 +3%
PAG
45
Private Advisor Group
New Jersey
$567K +$553K +31,673 New
CS
46
Credit Suisse
Switzerland
$544K +$531K +30,416 New
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$535K +$522K +29,883 New
KA
48
Kovack Advisors
Florida
$444K +$87.3K +5,000 +25%
JCM
49
Jag Capital Management
Missouri
$407K +$398K +22,755 New
TCA
50
Transcend Capital Advisors
New Jersey
$316K +$308K +17,655 New
1
2
3

OBDC Hedge Fund Activity: Q4 2019 in Review

66 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q4 2019, worth a combined $1.2B — up 47% from $813M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new OBDC positions and 8 closed out — a net gain of 17 holders — while 28 added to existing stakes and 10 trimmed.

The largest buyer was State of New Jersey Common Pension Fund E, adding an estimated $10.6M. The largest seller was ClearBridge Investments, cutting an estimated $4.6M.

  • 66 institutional investors held Blue Owl Capital (OBDC) as of Q4 2019, up from 49 in Q3 2019.
  • Funds reported $1.2B of Blue Owl Capital stock for Q4 2019, up 47% quarter-over-quarter.
  • 25 funds opened new Blue Owl Capital positions in Q4 2019 and 8 closed out, a net change of +17 holders.
  • The largest Blue Owl Capital buyer in Q4 2019 was State of New Jersey Common Pension Fund E, an estimated $10.6M added.
  • The largest Blue Owl Capital seller in Q4 2019 was ClearBridge Investments, an estimated $4.6M sold.

Based on aggregated 13F filings for Q4 2019.