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Blue Owl Capital

222 hedge funds and large institutions have $2.4B invested in Blue Owl Capital in 2021 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 94 increasing their positions, 54 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

523% more call options, than puts

Call options by funds: $6.28M | Put options by funds: $1.01M

89% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 19

74% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 54

7% more funds holding

Funds holding: 207222 (+15)

6% more funds holding in top 10

Funds holding in top 10: 1819 (+1)

0.21% more ownership

Funds ownership: 43.05%43.26% (+0.21%)

0% less capital invested

Capital invested by funds: $2.41B → $2.4B (-$6.3M)

Holders
222
Holders Change
+15
Holders Change %
+7.25%
% of All Funds
3.89%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.33%
New
36
Increased
94
Reduced
54
Closed
19
Calls
$6.28M
Puts
$1.01M
Net Calls
+$5.27M
Net Calls Change
+$1.46M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$13.9M +$2.5M +172,280 +21%
AC
27
AlphaCore Capital
California
$13.5M +$452K +31,227 +3%
MC
28
Muzinich & Co
New York
$12.7M -$1.73M -119,673 -12%
Sumitomo Mitsui Trust Group
29
Sumitomo Mitsui Trust Group
Japan
$12.6M -$1.73M -119,673 -12%
Renaissance Technologies
30
Renaissance Technologies
New York
$12.4M -$6.22M -429,000 -33%
Arrowstreet Capital
31
Arrowstreet Capital
Massachusetts
$12M -$63.2M -4,361,847 -84%
PFA
32
Pettinga Financial Advisors
Indiana
$11.9M +$1.16M +80,130 +10%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$11.8M +$2.02M +139,731 +20%
BEP
34
Brookside Equity Partners
Connecticut
$10.3M
1832 Asset Management
35
1832 Asset Management
Ontario, Canada
$9.93M +$10.1M +695,892 New
NP
36
NorthRock Partners
Minnesota
$9.34M -$551K -38,050 -6%
NAM
37
Nationwide Asset Management
Ohio
$9.27M
GBI
38
GP Brinson Investments
Illinois
$8.4M
MCM
39
McKinley Capital Management
Alaska
$8.38M +$483K +33,352 +6%
GC
40
Gillson Capital
Illinois
$7.51M -$263K -18,182 -3%
HighTower Advisors
41
HighTower Advisors
Illinois
$7.26M +$270K +18,667 +4%
D.E. Shaw & Co
42
D.E. Shaw & Co
New York
$6.96M -$13.7M -943,972 -66%
Invesco
43
Invesco
Georgia
$6.24M +$2.69M +185,538 +72%
SSA
44
Schonfeld Strategic Advisors
New York
$6.15M -$955K -65,900 -13%
DI
45
DFPG Investments
Utah
$5.95M -$53.7K -3,706 -0.9%
TFA
46
Trinity Financial Advisors
Ohio
$5.91M -$101K -6,954 -2%
OC
47
Oppenheimer & Co
New York
$5.85M +$1.64M +113,075 +38%
TC
48
TownSquare Capital
Utah
$5.63M -$89.2K -6,160 -2%
Neuberger Berman Group
49
Neuberger Berman Group
New York
$5.56M
Wells Fargo
50
Wells Fargo
California
$5.31M +$252K +17,408 +5%

OBDC Hedge Fund Activity: Q3 2021 in Review

222 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q3 2021, worth a combined $2.4B — down 0.26% from $2.41B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new OBDC positions and 19 closed out — a net gain of 17 holders — while 94 added to existing stakes and 54 trimmed.

The largest buyer was Transcend Capital Advisors, opening a new position worth an estimated $64.5M. The largest seller was Arrowstreet Capital, cutting an estimated $63.2M.

  • 222 institutional investors held Blue Owl Capital (OBDC) as of Q3 2021, up from 207 in Q2 2021.
  • Funds reported $2.4B of Blue Owl Capital stock for Q3 2021, down 0.26% quarter-over-quarter.
  • 36 funds opened new Blue Owl Capital positions in Q3 2021 and 19 closed out, a net change of +17 holders.
  • The largest Blue Owl Capital buyer in Q3 2021 was Transcend Capital Advisors, an estimated $64.5M added.
  • The largest Blue Owl Capital seller in Q3 2021 was Arrowstreet Capital, an estimated $63.2M sold.

Based on aggregated 13F filings for Q3 2021.