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Blue Owl Capital

263 hedge funds and large institutions have $2.54B invested in Blue Owl Capital in 2022 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 102 increasing their positions, 63 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 27

62% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 63

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

10% more funds holding

Funds holding: 240263 (+23)

7% more capital invested

Capital invested by funds: $2.37B → $2.54B (+$172M)

1.29% more ownership

Funds ownership: 42.5%43.79% (+1.3%)

14% less call options, than puts

Call options by funds: $4.83M | Put options by funds: $5.63M

Holders
263
Holders Change
+23
Holders Change %
+9.58%
% of All Funds
4.15%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.33%
New
52
Increased
102
Reduced
63
Closed
27
Calls
$4.83M
Puts
$5.63M
Net Calls
-$795K
Net Calls Change
-$1.8M
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
51
First Trust Advisors
Illinois
$5.6M +$5.55M +378,906 New
RJA
52
Raymond James & Associates
Florida
$5.52M +$731K +49,916 +15%
Neuberger Berman Group
53
Neuberger Berman Group
New York
$5.33M -$250K -17,052 -5%
Osaic Holdings
54
Osaic Holdings
Arizona
$5.25M +$918K +62,650 +18%
SSA
55
Schonfeld Strategic Advisors
New York
$5.2M -$2.6M -177,166 -33%
HWAM
56
Hennion & Walsh Asset Management
New Jersey
$5.16M +$270K +18,438 +6%
TP
57
Tranquility Partners
Tennessee
$5M +$300K +20,448 +6%
NP
58
NorthRock Partners
Minnesota
$4.74M -$4.68M -319,557 -50%
OCA
59
Otter Creek Advisors
Florida
$4.68M +$247K +16,841 +6%
Two Sigma Investments
60
Two Sigma Investments
New York
$4.45M +$4.41M +300,712 New
Cerity Partners
61
Cerity Partners
New York
$4.41M +$3M +204,997 +220%
AW
62
ACG Wealth
Georgia
$4.38M +$2.1M +143,419 +94%
GC
63
Gilbert & Cook
Iowa
$4.24M
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$4.23M +$244K +16,631 +6%
BZWA
65
Blue Zone Wealth Advisors
California
$4.22M +$438K +29,893 +12%
CCM
66
Callodine Capital Management
Massachusetts
$4.07M -$3.3M -225,000 -45%
Creative Planning
67
Creative Planning
Kansas
$3.91M +$1.7M +116,012 +78%
C
68
Certuity
Florida
$3.85M +$684K +46,664 +22%
PAG
69
Private Advisor Group
New Jersey
$3.78M +$281K +19,191 +8%
Two Sigma Advisers
70
Two Sigma Advisers
New York
$3.73M +$3.7M +252,600 New
TCBWMS
71
Texas Capital Bank Wealth Management Services
Texas
$3.73M +$2.22M +151,190 +150%
IFG
72
Independent Financial Group
California
$3.58M +$745K +50,873 +27%
LWP
73
Lumature Wealth Partners
Georgia
$3.49M -$65.9K -4,500 -2%
MCA
74
Magnolia Capital Advisors
Mississippi
$3.47M -$142K -9,663 -4%
AAM
75
Advisors Asset Management
Colorado
$3.14M +$496K +33,869 +19%

OBDC Hedge Fund Activity: Q1 2022 in Review

263 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q1 2022, worth a combined $2.54B — up 7.3% from $2.37B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new OBDC positions and 27 closed out — a net gain of 25 holders — while 102 added to existing stakes and 63 trimmed.

The largest buyer was Enstar Group, adding an estimated $55.4M. The largest seller was Indaba Capital Management, exiting entirely with an estimated $27.1M sold.

  • 263 institutional investors held Blue Owl Capital (OBDC) as of Q1 2022, up from 240 in Q4 2021.
  • Funds reported $2.54B of Blue Owl Capital stock for Q1 2022, up 7.3% quarter-over-quarter.
  • 52 funds opened new Blue Owl Capital positions in Q1 2022 and 27 closed out, a net change of +25 holders.
  • The largest Blue Owl Capital buyer in Q1 2022 was Enstar Group, an estimated $55.4M added.
  • The largest Blue Owl Capital seller in Q1 2022 was Indaba Capital Management, an estimated $27.1M sold.

Based on aggregated 13F filings for Q1 2022.