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Blue Owl Capital

191 hedge funds and large institutions have $2.21B invested in Blue Owl Capital in 2020 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 79 increasing their positions, 31 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 20

155% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 31

25% more funds holding

Funds holding: 153191 (+38)

17% more capital invested

Capital invested by funds: $1.89B → $2.21B (+$323M)

13% more funds holding in top 10

Funds holding in top 10: 1517 (+2)

4.03% more ownership

Funds ownership: 41.86%45.89% (+4%)

62% less call options, than puts

Call options by funds: $180K | Put options by funds: $469K

Holders
191
Holders Change
+38
Holders Change %
+24.84%
% of All Funds
3.38%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.3%
New
60
Increased
79
Reduced
31
Closed
20
Calls
$180K
Puts
$469K
Net Calls
-$289K
Net Calls Change
-$289K
Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
26
JP Morgan Private Wealth Advisors
California
$15.7M +$3.37M +265,575 +27%
KPW
27
Kore Private Wealth
New York
$13.8M -$316K -24,930 -2%
Marshall Wace
28
Marshall Wace
United Kingdom
$13.5M +$5.13M +404,980 +61%
Renaissance Technologies
29
Renaissance Technologies
New York
$12.1M +$1.08M +85,064 +10%
Citadel Advisors
30
Citadel Advisors
Florida
$11.7M +$3.69M +291,019 +46%
AM
31
Ares Management
California
$11.5M +$10.9M +859,293 +1,856%
RIA
32
RP Investment Advisors
Ontario, Canada
$11.1M +$11.1M +872,910 New
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$10.8M +$1.13M +88,972 +12%
D.E. Shaw & Co
34
D.E. Shaw & Co
New York
$9.39M +$9.25M +729,862 +6,089%
PFA
35
Pettinga Financial Advisors
Indiana
$9.31M +$2.61M +206,050 +39%
BEP
36
Brookside Equity Partners
Connecticut
$9.28M +$9.29M +732,646 New
AC
37
AlphaCore Capital
California
$9.19M +$1.49M +117,570 +19%
NP
38
NorthRock Partners
Minnesota
$8.96M +$368K +29,028 +4%
MC
39
Muzinich & Co
New York
$8.8M +$3.69M +290,820 +72%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$8.66M +$3.66M +288,549 +73%
NAM
41
Nationwide Asset Management
Ohio
$8.15M
LPL Financial
42
LPL Financial
California
$6.98M -$89.8K -7,087 -1%
PCM
43
Prelude Capital Management
New York
$6.87M +$6.88M +542,500 New
MWNA
44
Marshall Wace North America
New York
$6.41M -$2.02M -159,294 -24%
GC
45
Gillson Capital
Illinois
$6.09M +$3.05M +240,297 +100%
Two Sigma Investments
46
Two Sigma Investments
New York
$5.8M +$5.15M +406,184 +785%
Neuberger Berman Group
47
Neuberger Berman Group
New York
$5.72M
HighTower Advisors
48
HighTower Advisors
Illinois
$5.69M +$502K +39,623 +10%
MCM
49
McKinley Capital Management
Alaska
$5.3M -$239K -18,894 -4%
RWJF
50
Robert Wood Johnson Foundation
New Jersey
$5.11M +$1.43M +113,133 +3%

OBDC Hedge Fund Activity: Q4 2020 in Review

191 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q4 2020, worth a combined $2.21B — up 17% from $1.89B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new OBDC positions and 20 closed out — a net gain of 40 holders — while 79 added to existing stakes and 31 trimmed.

The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $35.8M. The largest seller was Migdal Insurance & Financial Holdings, cutting an estimated $20.9M.

  • 191 institutional investors held Blue Owl Capital (OBDC) as of Q4 2020, up from 153 in Q3 2020.
  • Funds reported $2.21B of Blue Owl Capital stock for Q4 2020, up 17% quarter-over-quarter.
  • 60 funds opened new Blue Owl Capital positions in Q4 2020 and 20 closed out, a net change of +40 holders.
  • The largest Blue Owl Capital buyer in Q4 2020 was Rivernorth Capital Management, an estimated $35.8M added.
  • The largest Blue Owl Capital seller in Q4 2020 was Migdal Insurance & Financial Holdings, an estimated $20.9M sold.

Based on aggregated 13F filings for Q4 2020.