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Blue Owl Capital

240 hedge funds and large institutions have $2.37B invested in Blue Owl Capital in 2021 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 113 increasing their positions, 49 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 49

105% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 22

44% more call options, than puts

Call options by funds: $3.27M | Put options by funds: $2.27M

8% more funds holding

Funds holding: 222240 (+18)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

0.76% less ownership

Funds ownership: 43.26%42.5% (-0.76%)

1% less capital invested

Capital invested by funds: $2.4B → $2.37B (-$32.8M)

Holders
240
Holders Change
+18
Holders Change %
+8.11%
% of All Funds
3.69%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.29%
New
45
Increased
113
Reduced
49
Closed
22
Calls
$3.27M
Puts
$2.27M
Net Calls
+$1M
Net Calls Change
-$4.27M
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
51
Neuberger Berman Group
New York
$5.35M -$229K -16,053 -4%
Stifel Financial
52
Stifel Financial
Missouri
$5.29M +$801K +56,020 +18%
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$4.95M +$160K +11,193 +3%
Osaic Holdings
54
Osaic Holdings
Arizona
$4.94M -$187K -13,055 -4%
UBS Group
55
UBS Group
Switzerland
$4.7M -$389K -27,197 -8%
HWAM
56
Hennion & Walsh Asset Management
New Jersey
$4.68M +$983K +68,782 +26%
RJA
57
Raymond James & Associates
Florida
$4.58M +$346K +24,216 +8%
TP
58
Tranquility Partners
Tennessee
$4.5M +$410K +28,699 +10%
William Blair & Company
59
William Blair & Company
Illinois
$4.43M +$489K +34,216 +12%
OCA
60
Otter Creek Advisors
Florida
$4.25M +$1.05M +73,501 +32%
D.E. Shaw & Co
61
D.E. Shaw & Co
New York
$4.14M -$2.86M -200,289 -41%
Allianz Asset Management
62
Allianz Asset Management
Germany
$4.12M +$4.16M +290,726 New
GC
63
Gilbert & Cook
Iowa
$4.06M +$2.46M +172,430 +151%
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$3.82M +$328K +22,961 +9%
BZWA
65
Blue Zone Wealth Advisors
California
$3.62M +$223K +15,583 +6%
MCA
66
Magnolia Capital Advisors
Mississippi
$3.46M +$386K +27,013 +12%
LWP
67
Lumature Wealth Partners
Georgia
$3.41M +$117K +8,181 +4%
PAG
68
Private Advisor Group
New Jersey
$3.35M +$31K +2,172 +0.9%
Millennium Management
69
Millennium Management
New York
$3.2M -$479K -33,520 -13%
C
70
Certuity
Florida
$3.02M +$217K +15,151 +8%
CIM
71
Confluence Investment Management
Missouri
$2.93M -$20.2K -1,410 -0.7%
PCA
72
Pallas Capital Advisors
Massachusetts
$2.91M +$255K +17,850 +10%
DADC
73
D.A. Davidson & Co
Montana
$2.85M +$430K +30,105 +18%
IF
74
Integrity Financial
Wyoming
$2.82M +$2.84M +198,866 New
IFG
75
Independent Financial Group
California
$2.71M +$152K +10,653 +6%

OBDC Hedge Fund Activity: Q4 2021 in Review

240 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q4 2021, worth a combined $2.37B — down 1.4% from $2.4B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new OBDC positions and 22 closed out — a net gain of 23 holders — while 113 added to existing stakes and 49 trimmed.

The largest buyer was Bank of America, adding an estimated $20.6M. The largest seller was Blue Pool Management, exiting entirely with an estimated $79.2M sold.

  • 240 institutional investors held Blue Owl Capital (OBDC) as of Q4 2021, up from 222 in Q3 2021.
  • Funds reported $2.37B of Blue Owl Capital stock for Q4 2021, down 1.4% quarter-over-quarter.
  • 45 funds opened new Blue Owl Capital positions in Q4 2021 and 22 closed out, a net change of +23 holders.
  • The largest Blue Owl Capital buyer in Q4 2021 was Bank of America, an estimated $20.6M added.
  • The largest Blue Owl Capital seller in Q4 2021 was Blue Pool Management, an estimated $79.2M sold.

Based on aggregated 13F filings for Q4 2021.