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Blue Owl Capital
OBDC

Overview Fund Activity

358 hedge funds and large institutions have $2.58B invested in Blue Owl Capital in 2023 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 150 increasing their positions, 82 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
+42
Holders Change %
+13.29%
% of All Funds
5.25%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
75
Increased
150
Reduced
82
Closed
26
Calls
$5.47M
Puts
$11.7M
Net Calls
-$6.26M
Net Calls Change
-$11M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$141M
2
OPERF
2
Oregon Public Employees Retirement Fund
Oregon
$73.8M
3
LSV Asset Management
3
LSV Asset Management
Illinois
$51.2M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$45.7M
5
Goldman Sachs
5
Goldman Sachs
New York
$16.2M

Top Sellers

1
ROTUOC
1
Regents of the University of California
California
$258M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$3.09M
3
MCAI
3
Members Capital Advisors Inc
Wisconsin
$0
4
TFA
4
Trinity Financial Advisors
Ohio
$12.4M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$13.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
26
BlackRock
New York
$20.6M +$231K +15,676 +1%
JFGIW
27
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$19.6M -$6.45M -427,053 -25%
Mariner
28
Mariner
Kansas
$17.1M +$276K +18,669 +2%
Goldman Sachs
29
Goldman Sachs
New York
$16.2M +$13.1M +887,904 +423%
Corient Private Wealth
30
Corient Private Wealth
Florida
$14.9M -$429K -28,944 -3%
Osaic Holdings
31
Osaic Holdings
Arizona
$13.5M -$7M -474,550 -34%
Stifel Financial
32
Stifel Financial
Missouri
$13.3M -$402K -27,225 -3%
SCM
33
SCS Capital Management
Massachusetts
$13M +$69.9K +4,734 +0.5%
RJA
34
Raymond James & Associates
Florida
$12.8M +$252K +17,086 +2%
TFA
35
Trinity Financial Advisors
Ohio
$12.4M -$9.34M -633,081 -43%
C
36
Cliffwater
California
$12M -$2.41M -163,425 -17%
Wells Fargo
37
Wells Fargo
California
$11.9M +$1.41M +95,262 +13%
PFA
38
Pettinga Financial Advisors
Indiana
$11.8M -$4.28M -289,641 -27%
CIG
39
Capricorn Investment Group
California
$11M – – –
MCM
40
McKinley Capital Management
Alaska
$10.9M +$446K +30,222 +4%
MC
41
Muzinich & Co
New York
$10.8M -$737K -49,904 -6%
ECG
42
Edge Capital Group
Georgia
$10.6M +$9.8M +664,164 +1,237%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$10.5M -$788K -53,387 -7%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$9.89M +$2.09M +141,519 +27%
HighTower Advisors
45
HighTower Advisors
Illinois
$9.72M +$694K +47,066 +8%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$9.14M +$1.17M +79,443 +15%
Tudor Investment Corp
47
Tudor Investment Corp
Connecticut
$9M +$2.78M +188,671 +45%
UBS Group
48
UBS Group
Switzerland
$8.98M -$749K -50,733 -8%
Citadel Advisors
49
Citadel Advisors
Florida
$8.87M -$2.99M -202,364 -25%
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$8.17M +$246K +16,676 +3%
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