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Blue Owl Capital

377 hedge funds and large institutions have $2.28B invested in Blue Owl Capital in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 152 increasing their positions, 116 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 116

3% less call options, than puts

Call options by funds: $23.4M | Put options by funds: $24.2M

3% less funds holding

Funds holding: 387377 (-10)

2.93% less ownership

Funds ownership: 42.88%39.96% (-2.9%)

11% less capital invested

Capital invested by funds: $2.57B → $2.28B (-$291M)

15% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 48

20% less funds holding in top 10

Funds holding in top 10: 2016 (-4)

Holders
377
Holders Change
-10
Holders Change %
-2.58%
% of All Funds
5.41%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.23%
New
41
Increased
152
Reduced
116
Closed
48
Calls
$23.4M
Puts
$24.2M
Net Calls
-$744K
Net Calls Change
-$6.45M
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
26
Northern Trust
Illinois
$14M +$14.4M +958,188 New
RJA
27
Raymond James & Associates
Florida
$13.9M +$1.96M +130,808 +16%
MW
28
Melia Wealth
Oklahoma
$13.8M +$470K +31,315 +3%
Boston Partners
29
Boston Partners
Massachusetts
$13.7M +$33.9K +2,259 +0.2%
Corient Private Wealth
30
Corient Private Wealth
Florida
$13.5M -$1.88M -125,195 -12%
Osaic Holdings
31
Osaic Holdings
Arizona
$13.3M +$655K +43,597 +5%
Wells Fargo
32
Wells Fargo
California
$13.2M +$162K +10,763 +1%
Millennium Management
33
Millennium Management
New York
$13M -$10.2M -681,613 -43%
Stifel Financial
34
Stifel Financial
Missouri
$12.8M +$1.04M +69,042 +9%
TFA
35
Trinity Financial Advisors
Ohio
$12.5M +$3.24M +215,742 +32%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$11.4M +$1.57M +104,730 +15%
JFGIW
37
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$11.2M -$1.33M -88,342 -11%
Franklin Resources
38
Franklin Resources
California
$11.1M +$1.13M +74,959 +11%
CIG
39
Capricorn Investment Group
California
$10.8M
UBS Group
40
UBS Group
Switzerland
$10.6M +$728K +48,460 +7%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$10.5M +$307K +20,427 +3%
DA
42
Denali Advisors
California
$10.3M +$10.6M +703,794 New
ECG
43
Edge Capital Group
Georgia
$10M
Goldman Sachs
44
Goldman Sachs
New York
$9.9M -$9.33M -621,263 -48%
HighTower Advisors
45
HighTower Advisors
Illinois
$9.35M -$360K -23,952 -4%
MC
46
Muzinich & Co
New York
$9.22M -$1.18M -78,770 -11%
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$8.93M -$1.18M -78,770 -11%
Tudor Investment Corp
48
Tudor Investment Corp
Connecticut
$8.78M -$7.51M -500,423 -45%
Citadel Advisors
49
Citadel Advisors
Florida
$8.42M -$14.5M -967,899 -63%
CPIG
50
Chicago Partners Investment Group
Illinois
$8.13M +$290K +19,280 +4%

OBDC Hedge Fund Activity: Q3 2024 in Review

377 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q3 2024, worth a combined $2.28B — down 11% from $2.57B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of OBDC and 41 opened new positions — a net loss of 7 holders — while 116 trimmed existing stakes and 152 added.

The largest buyer was Northern Trust, opening a new position worth an estimated $14.4M. The largest seller was Regents of the University of California, exiting entirely with an estimated $34.4M sold.

  • 377 institutional investors held Blue Owl Capital (OBDC) as of Q3 2024, down from 387 in Q2 2024.
  • Funds reported $2.28B of Blue Owl Capital stock for Q3 2024, down 11% quarter-over-quarter.
  • 41 funds opened new Blue Owl Capital positions in Q3 2024 and 48 closed out, a net change of -7 holders.
  • The largest Blue Owl Capital buyer in Q3 2024 was Northern Trust, an estimated $14.4M added.
  • The largest Blue Owl Capital seller in Q3 2024 was Regents of the University of California, an estimated $34.4M sold.

Based on aggregated 13F filings for Q3 2024.