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Blue Owl Capital

318 hedge funds and large institutions have $2.29B invested in Blue Owl Capital in 2023 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 121 increasing their positions, 80 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more call options, than puts

Call options by funds: $10.1M | Put options by funds: $5.3M

51% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 80

41% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 39

4% more funds holding

Funds holding: 306318 (+12)

3% more capital invested

Capital invested by funds: $2.23B → $2.29B (+$61.1M)

0.04% more ownership

Funds ownership: 42.4%42.43% (+0.04%)

10% less funds holding in top 10

Funds holding in top 10: 2119 (-2)

Holders
318
Holders Change
+12
Holders Change %
+3.92%
% of All Funds
5.05%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.3%
New
55
Increased
121
Reduced
80
Closed
39
Calls
$10.1M
Puts
$5.3M
Net Calls
+$4.78M
Net Calls Change
+$20.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$19.2M +$7.74M +560,401 +68%
BlackRock
27
BlackRock
New York
$19.2M -$7.98M -578,323 -29%
MCAI
28
Members Capital Advisors Inc
Wisconsin
$17.6M
Mariner
29
Mariner
Kansas
$15.7M +$1.07M +77,730 +7%
JP Morgan Chase
30
JP Morgan Chase
New York
$15.7M +$10.2M +735,568 +186%
PFA
31
Pettinga Financial Advisors
Indiana
$15M +$546K +39,545 +4%
Corient Private Wealth
32
Corient Private Wealth
Florida
$14.3M -$245K -17,753 -2%
C
33
Cliffwater
California
$13.6M +$304K +22,009 +2%
Stifel Financial
34
Stifel Financial
Missouri
$12.9M -$247K -17,904 -2%
SCM
35
SCS Capital Management
Massachusetts
$12.4M +$12.1M +875,768 +99,860%
RJA
36
Raymond James & Associates
Florida
$11.7M +$1.38M +99,887 +13%
Citadel Advisors
37
Citadel Advisors
Florida
$11.1M +$10.6M +764,615 +1,981%
MC
38
Muzinich & Co
New York
$10.9M -$192K -13,918 -2%
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$10.6M -$126K -9,129 -1%
CIG
40
Capricorn Investment Group
California
$10.3M +$448K +32,467 +5%
MCM
41
McKinley Capital Management
Alaska
$9.85M -$437K -31,655 -4%
Wells Fargo
42
Wells Fargo
California
$9.82M -$317K -22,977 -3%
UBS Group
43
UBS Group
Switzerland
$9.13M +$840K +60,832 +10%
HighTower Advisors
44
HighTower Advisors
Illinois
$8.48M +$733K +53,108 +9%
Two Sigma Advisers
45
Two Sigma Advisers
New York
$8.46M +$8.43M +610,900 New
MCM
46
MAI Capital Management
Ohio
$8.13M +$8.11M +587,275 New
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$7.48M +$944K +68,384 +15%
LSV Asset Management
48
LSV Asset Management
Illinois
$7.45M +$7.43M +537,917 New
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$7.44M -$93.9K -6,802 -1%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$7.32M +$702K +50,862 +11%

OBDC Hedge Fund Activity: Q3 2023 in Review

318 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q3 2023, worth a combined $2.29B — up 2.7% from $2.23B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new OBDC positions and 39 closed out — a net gain of 16 holders — while 121 added to existing stakes and 80 trimmed.

The largest buyer was JP Morgan Private Wealth Advisors, opening a new position worth an estimated $32.1M. The largest seller was Enstar Group, exiting entirely with an estimated $53.1M sold.

  • 318 institutional investors held Blue Owl Capital (OBDC) as of Q3 2023, up from 306 in Q2 2023.
  • Funds reported $2.29B of Blue Owl Capital stock for Q3 2023, up 2.7% quarter-over-quarter.
  • 55 funds opened new Blue Owl Capital positions in Q3 2023 and 39 closed out, a net change of +16 holders.
  • The largest Blue Owl Capital buyer in Q3 2023 was JP Morgan Private Wealth Advisors, an estimated $32.1M added.
  • The largest Blue Owl Capital seller in Q3 2023 was Enstar Group, an estimated $53.1M sold.

Based on aggregated 13F filings for Q3 2023.