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Blue Owl Capital

410 hedge funds and large institutions have $2.43B invested in Blue Owl Capital in 2024 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 174 increasing their positions, 88 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 37

98% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 88

9% more funds holding

Funds holding: 377410 (+33)

7% more capital invested

Capital invested by funds: $2.28B → $2.43B (+$157M)

1.05% more ownership

Funds ownership: 39.96%41.01% (+1%)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

49% less call options, than puts

Call options by funds: $10.6M | Put options by funds: $20.7M

Holders
410
Holders Change
+33
Holders Change %
+8.75%
% of All Funds
5.4%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.18%
New
78
Increased
174
Reduced
88
Closed
37
Calls
$10.6M
Puts
$20.7M
Net Calls
-$10.2M
Net Calls Change
-$9.42M
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$26.7M +$368K +24,425 +1%
Boston Partners
27
Boston Partners
Massachusetts
$24.8M +$10.8M +714,940 +77%
Goldman Sachs
28
Goldman Sachs
New York
$23.3M +$13M +859,979 +127%
BTCPP
29
Border to Coast Pensions Partnership
United Kingdom
$18.1M -$3.01M -200,000 -14%
Mariner
30
Mariner
Kansas
$17.8M +$1.41M +93,535 +9%
Wells Fargo
31
Wells Fargo
California
$16.1M +$2.41M +159,946 +18%
UBS Group
32
UBS Group
Switzerland
$15.7M +$4.67M +310,146 +43%
Stifel Financial
33
Stifel Financial
Missouri
$15.2M +$1.92M +127,150 +14%
Osaic Holdings
34
Osaic Holdings
Arizona
$15.2M +$1.38M +91,910 +10%
TFA
35
Trinity Financial Advisors
Ohio
$14.8M +$934K +62,015 +7%
MW
36
Melia Wealth
Oklahoma
$14.7M +$425K +28,185 +3%
Franklin Resources
37
Franklin Resources
California
$13.3M +$2.1M +139,140 +19%
MCM
38
MAI Capital Management
Ohio
$11.9M +$4.43M +293,892 +59%
HighTower Advisors
39
HighTower Advisors
Illinois
$11.7M +$1.95M +129,509 +20%
CIG
40
Capricorn Investment Group
California
$11.2M
Citadel Advisors
41
Citadel Advisors
Florida
$11.1M +$2.4M +159,478 +28%
JFGIW
42
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$11.1M -$244K -16,176 -2%
Two Sigma Investments
43
Two Sigma Investments
New York
$10.6M -$23M -1,526,789 -69%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$10.5M -$375K -24,864 -3%
ECG
45
Edge Capital Group
Georgia
$10.4M
HF
46
HRT Financial
New York
$10.2M +$4.11M +272,962 +68%
EG
47
Enstar Group
Bermuda
$10.1M +$10.1M +670,579 New
DA
48
Denali Advisors
California
$10M -$613K -40,690 -6%
TA
49
Tectonic Advisors
Texas
$9.22M +$1.23M +81,389 +15%
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$8.7M +$770K +51,075 +10%

OBDC Hedge Fund Activity: Q4 2024 in Review

410 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q4 2024, worth a combined $2.43B — up 6.9% from $2.28B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new OBDC positions and 37 closed out — a net gain of 41 holders — while 174 added to existing stakes and 88 trimmed.

The largest buyer was Cresset Asset Management, adding an estimated $66.1M. The largest seller was VanEck Associates, cutting an estimated $45M.

  • 410 institutional investors held Blue Owl Capital (OBDC) as of Q4 2024, up from 377 in Q3 2024.
  • Funds reported $2.43B of Blue Owl Capital stock for Q4 2024, up 6.9% quarter-over-quarter.
  • 78 funds opened new Blue Owl Capital positions in Q4 2024 and 37 closed out, a net change of +41 holders.
  • The largest Blue Owl Capital buyer in Q4 2024 was Cresset Asset Management, an estimated $66.1M added.
  • The largest Blue Owl Capital seller in Q4 2024 was VanEck Associates, an estimated $45M sold.

Based on aggregated 13F filings for Q4 2024.