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Blue Owl Capital

109 hedge funds and large institutions have $2.46B invested in Blue Owl Capital in 2020 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 32 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

643% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 7

113% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 15

106% more capital invested

Capital invested by funds: $1.2B → $2.46B (+$1.26B)

65% more funds holding

Funds holding: 66109 (+43)

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

4.27% more ownership

Funds ownership: 17.18%21.44% (+4.3%)

Holders
109
Holders Change
+43
Holders Change %
+65.15%
% of All Funds
2.4%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
52
Increased
32
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SI
26
Stephens Inc
Arkansas
$5.46M +$5.51M +376,544 +389%
ClearBridge Investments
27
ClearBridge Investments
New York
$5.21M -$7.18M -490,530 -52%
JMPWA
28
JP Morgan Private Wealth Advisors
California
$5.13M +$4.7M +320,810 +259%
Neuberger Berman Group
29
Neuberger Berman Group
New York
$4.76M +$3.12M +213,211 +107%
KPW
30
Kore Private Wealth
New York
$4.21M +$5.34M +364,417 New
JFGIW
31
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.06M +$2.75M +187,845 +244%
LPL Financial
32
LPL Financial
California
$3M +$2.36M +161,236 +163%
D.E. Shaw & Co
33
D.E. Shaw & Co
New York
$2.86M +$3.03M +206,676 +499%
NP
34
NorthRock Partners
Minnesota
$2.72M +$3.45M +235,901 New
TCA
35
Transcend Capital Advisors
New Jersey
$2.72M +$3.2M +218,713 +1,239%
Morgan Stanley
36
Morgan Stanley
New York
$2.69M -$59.2K -4,043 -2%
Jane Street
37
Jane Street
New York
$2.68M +$3.4M +232,163 New
Invesco
38
Invesco
Georgia
$2.4M +$3.05M +208,005 New
RCM
39
Radcliffe Capital Management
Pennsylvania
$2.37M +$3M +205,000 New
RA
40
Resource America
New York
$2.02M +$2.56M +175,000 New
Aberdeen Group
41
Aberdeen Group
United Kingdom
$1.85M +$2.34M +160,000 New
PI
42
Putnam Investments
Massachusetts
$1.49M +$1.9M +129,474 New
UOC
43
UBS O'Connor
Illinois
$1.39M -$2.34M -160,000 -57%
GI
44
Glovista Investments
New Jersey
$1.19M +$1.51M +103,167 New
CSS
45
Cubist Systematic Strategies
Connecticut
$1.19M +$1.51M +102,973 New
Renaissance Technologies
46
Renaissance Technologies
New York
$1.14M +$1.44M +98,600 New
RJA
47
Raymond James & Associates
Florida
$1.1M +$672K +45,927 +93%
GC
48
Guggenheim Capital
Illinois
$1.07M +$774K +52,853 +133%
CPIG
49
Chicago Partners Investment Group
Illinois
$1.06M +$95.5K +6,520 +8%
KACA
50
Kayne Anderson Capital Advisors
California
$1.02M

OBDC Hedge Fund Activity: Q1 2020 in Review

109 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q1 2020, worth a combined $2.46B — up 106% from $1.2B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new OBDC positions and 7 closed out — a net gain of 45 holders — while 32 added to existing stakes and 15 trimmed.

The largest buyer was Oregon Public Employees Retirement Fund, opening a new position worth an estimated $47.4M. The largest seller was Franklin Resources, cutting an estimated $10.7M.

  • 109 institutional investors held Blue Owl Capital (OBDC) as of Q1 2020, up from 66 in Q4 2019.
  • Funds reported $2.46B of Blue Owl Capital stock for Q1 2020, up 106% quarter-over-quarter.
  • 52 funds opened new Blue Owl Capital positions in Q1 2020 and 7 closed out, a net change of +45 holders.
  • The largest Blue Owl Capital buyer in Q1 2020 was Oregon Public Employees Retirement Fund, an estimated $47.4M added.
  • The largest Blue Owl Capital seller in Q1 2020 was Franklin Resources, an estimated $10.7M sold.

Based on aggregated 13F filings for Q1 2020.