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Blue Owl Capital
OBDC

153 hedge funds and large institutions have $1.89B invested in Blue Owl Capital in 2020 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 77 increasing their positions, 20 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

285% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 20

169% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 13

67% more funds holding in top 10

Funds holding in top 10: 9 → 15 (+6)

17% more funds holding

Funds holding: 131 → 153 (+22)

13% more capital invested

Capital invested by funds: $1.67B → $1.89B (+$216M)

5.95% more ownership

Funds ownership: 35.91% → 41.86% (+6%)

Holders
153
Holders Change
+22
Holders Change %
+16.79%
% of All Funds
3.09%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.3%
New
35
Increased
77
Reduced
20
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MIFH
Migdal Insurance & Financial Holdings
Israel
+$28M
2
HLA
Hamilton Lane Advisors
Pennsylvania
+$25.7M
3
TCA
Transcend Capital Advisors
New Jersey
+$21.8M
4
BlackRock
BlackRock
New York
+$20.2M
5
ICM
Indaba Capital Management
California
+$19.1M

Top Sellers

1
NP
Newlight Partners
New York
-$22.6M
2
Marshall Wace
Marshall Wace
United Kingdom
-$5.14M
3
SFM
Soros Fund Management
New York
-$4.93M
4
Jane Street
Jane Street
New York
-$3.48M
5
MWNA
Marshall Wace North America
New York
-$2.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
26
Renaissance Technologies
New York
$10.5M +$6.76M +552,100 +175%
California Public Employees Retirement System
27
California Public Employees Retirement System
California
$9.21M +$235K +19,200 +3%
NP
28
NorthRock Partners
Minnesota
$8.18M +$4.89M +399,475 +143%
MWNA
29
Marshall Wace North America
New York
$8.03M -$2.78M -226,779 -25%
Marshall Wace
30
Marshall Wace
United Kingdom
$7.96M -$5.14M -419,367 -39%
NAM
31
Nationwide Asset Management
Ohio
$7.86M – – –
Citadel Advisors
32
Citadel Advisors
Florida
$7.66M +$6.02M +491,673 +343%
AC
33
AlphaCore Capital
California
$7.34M +$7.36M +600,382 +7,401%
LPL Financial
34
LPL Financial
California
$6.74M +$1.38M +112,747 +25%
PFA
35
Pettinga Financial Advisors
Indiana
$6.38M +$2.71M +221,243 +72%
UBS Group
36
UBS Group
Switzerland
$6.13M +$1.68M +136,817 +37%
Neuberger Berman Group
37
Neuberger Berman Group
New York
$5.45M -$243K -19,810 -4%
MCM
38
McKinley Capital Management
Alaska
$5.28M +$1.22M +99,373 +29%
HighTower Advisors
39
HighTower Advisors
Illinois
$4.94M -$8.43K -688 -0.2%
MC
40
Muzinich & Co
New York
$4.88M +$442K +36,092 +10%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$4.77M +$645K +52,608 +15%
RWJF
42
Robert Wood Johnson Foundation
New Jersey
$4.73M +$17M +1,391,050 +55%
Aberdeen Group
43
Aberdeen Group
United Kingdom
$4.48M +$1.73M +141,486 +62%
Credit Agricole
44
Credit Agricole
France
$3.74M – – –
GC
45
Gillson Capital
Illinois
$2.9M +$2.95M +240,651 New
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$2.85M +$1.24M +101,040 +75%
GI
47
Glovista Investments
New Jersey
$2.82M +$807K +65,898 +39%
AW
48
ACG Wealth
Georgia
$2.76M +$999K +81,538 +55%
Invesco
49
Invesco
Georgia
$2.38M -$329K -26,814 -12%
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$2.2M +$1.23M +100,325 +123%
1
2
3 4 5

OBDC Hedge Fund Activity: Q3 2020 in Review

153 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q3 2020, worth a combined $1.89B — up 13% from $1.67B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new OBDC positions and 13 closed out — a net gain of 22 holders — while 77 added to existing stakes and 20 trimmed.

The largest buyer was Migdal Insurance & Financial Holdings, adding an estimated $28M. The largest seller was Newlight Partners, exiting entirely with an estimated $22.6M sold.

  • 153 institutional investors held Blue Owl Capital (OBDC) as of Q3 2020, up from 131 in Q2 2020.
  • Funds reported $1.89B of Blue Owl Capital stock for Q3 2020, up 13% quarter-over-quarter.
  • 35 funds opened new Blue Owl Capital positions in Q3 2020 and 13 closed out, a net change of +22 holders.
  • The largest Blue Owl Capital buyer in Q3 2020 was Migdal Insurance & Financial Holdings, an estimated $28M added.
  • The largest Blue Owl Capital seller in Q3 2020 was Newlight Partners, an estimated $22.6M sold.

Based on aggregated 13F filings for Q3 2020.