We are live on ! Find out more
OBDC icon

Blue Owl Capital

109 hedge funds and large institutions have $2.46B invested in Blue Owl Capital in 2020 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 32 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

643% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 7

113% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 15

106% more capital invested

Capital invested by funds: $1.2B → $2.46B (+$1.26B)

65% more funds holding

Funds holding: 66109 (+43)

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

4.27% more ownership

Funds ownership: 17.18%21.44% (+4.3%)

Holders
109
Holders Change
+43
Holders Change %
+65.15%
% of All Funds
2.4%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
52
Increased
32
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GL
51
Graypoint LLC
New York
$969K +$1.23M +84,020 New
JCM
52
JS Capital Management
New York
$957K -$607K -41,486 -33%
PAG
53
Private Advisor Group
New Jersey
$901K +$679K +46,403 +147%
AW
54
ACG Wealth
Georgia
$851K +$1.08M +73,752 New
MC
55
Muzinich & Co
New York
$809K +$1.03M +70,085 New
UBS Group
56
UBS Group
Switzerland
$755K -$2.78M -190,046 -74%
BlackRock
57
BlackRock
New York
$736K -$491K -33,557 -34%
JCM
58
Jag Capital Management
Missouri
$727K +$589K +40,237 +177%
Osaic Holdings
59
Osaic Holdings
Arizona
$709K +$897K +61,277 New
Sumitomo Mitsui Trust Group
60
Sumitomo Mitsui Trust Group
Japan
$707K +$897K +61,268 New
Russell Investments Group
61
Russell Investments Group
United Kingdom
$679K +$815K +55,692 +1,740%
BAAM
62
Baker Avenue Asset Management
California
$671K +$632K +43,200 +289%
EW
63
Evoke Wealth
California
$668K +$820K +56,030 New
CBB
64
Citizens Business Bank
California
$651K
Rockefeller Capital Management
65
Rockefeller Capital Management
New York
$651K +$826K +56,448 New
BA
66
Bard Associates
Illinois
$606K
ACI
67
AMP Capital Investors
Australia
$580K +$734K +50,141 New
IIA
68
IPG Investment Advisors
California
$503K +$638K +43,607 New
OCM
69
Oaktree Capital Management
California
$496K +$630K +43,000 New
NFC
70
Northeast Financial Consultants
Connecticut
$462K
Janney Montgomery Scott
71
Janney Montgomery Scott
Pennsylvania
$455K +$577K +39,411 New
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$440K +$558K +38,089 New
PIA
73
Perennial Investment Advisors
California
$430K +$545K +37,224 New
SWP
74
Stratos Wealth Partners
Ohio
$425K +$65.4K +4,464 +14%
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$412K +$84.6K +5,779 +19%

OBDC Hedge Fund Activity: Q1 2020 in Review

109 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q1 2020, worth a combined $2.46B — up 106% from $1.2B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new OBDC positions and 7 closed out — a net gain of 45 holders — while 32 added to existing stakes and 15 trimmed.

The largest buyer was Oregon Public Employees Retirement Fund, opening a new position worth an estimated $47.4M. The largest seller was Franklin Resources, cutting an estimated $10.7M.

  • 109 institutional investors held Blue Owl Capital (OBDC) as of Q1 2020, up from 66 in Q4 2019.
  • Funds reported $2.46B of Blue Owl Capital stock for Q1 2020, up 106% quarter-over-quarter.
  • 52 funds opened new Blue Owl Capital positions in Q1 2020 and 7 closed out, a net change of +45 holders.
  • The largest Blue Owl Capital buyer in Q1 2020 was Oregon Public Employees Retirement Fund, an estimated $47.4M added.
  • The largest Blue Owl Capital seller in Q1 2020 was Franklin Resources, an estimated $10.7M sold.

Based on aggregated 13F filings for Q1 2020.