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Blue Owl Capital
OBDC

Overview Fund Activity

358 hedge funds and large institutions have $2.58B invested in Blue Owl Capital in 2023 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 150 increasing their positions, 82 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
+42
Holders Change %
+13.29%
% of All Funds
5.25%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
75
Increased
150
Reduced
82
Closed
26
Calls
$5.47M
Puts
$11.7M
Net Calls
-$6.26M
Net Calls Change
-$11M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$141M
2
OPERF
2
Oregon Public Employees Retirement Fund
Oregon
$73.8M
3
LSV Asset Management
3
LSV Asset Management
Illinois
$51.2M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$45.7M
5
Goldman Sachs
5
Goldman Sachs
New York
$16.2M

Top Sellers

1
ROTUOC
1
Regents of the University of California
California
$258M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$3.09M
3
MCAI
3
Members Capital Advisors Inc
Wisconsin
$0
4
TFA
4
Trinity Financial Advisors
Ohio
$12.4M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$13.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
51
Putnam Investments
Massachusetts
$7.7M +$1.47M +99,417 +24%
Acadian Asset Management
52
Acadian Asset Management
Massachusetts
$7.52M +$2.05M +138,722 +37%
MCM
53
MAI Capital Management
Ohio
$6.88M -$1.79M -121,322 -21%
OC
54
Oppenheimer & Co
New York
$6.71M -$57.6K -3,904 -0.9%
Qube Research & Technologies (QRT)
55
Qube Research & Technologies (QRT)
United Kingdom
$6.58M +$2.87M +194,462 +77%
CPIG
56
Chicago Partners Investment Group
Illinois
$6.55M +$854K +56,726 +15%
UCFA
57
United Capital Financial Advisors
Texas
$6.28M -$1.19M -80,731 -16%
PGH
58
Partners Group Holding
Switzerland
$6.02M – – –
OAC
59
OMERS Administration Corp
Ontario, Canada
$5.74M +$168K +11,407 +3%
CCM
60
Condor Capital Management
New Jersey
$5.54M +$387K +26,253 +8%
GL
61
Graypoint LLC
New York
$5.45M – – –
TA
62
Tectonic Advisors
Texas
$5.42M +$364K +24,655 +7%
CS
63
Credit Suisse
Switzerland
$5.34M -$14.8K -1,000 -0.3%
PIA
64
Perennial Investment Advisors
California
$5.34M +$137K +9,285 +3%
HWM
65
HB Wealth Management
Georgia
$5.31M +$515K +34,874 +11%
Cerity Partners
66
Cerity Partners
New York
$5.27M +$3.25M +218,540 +160%
Legal & General Group
67
Legal & General Group
United Kingdom
$5.2M +$177K +11,965 +4%
Canada Life
68
Canada Life
Manitoba, Canada
$5.09M -$515K -35,084 -9%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$4.79M -$536K -36,334 -10%
SIC
70
Salem Investment Counselors
North Carolina
$4.7M +$2.63M +174,020 +127%
DADC
71
D.A. Davidson & Co
Montana
$4.24M +$292K +19,775 +7%
ECM
72
ExodusPoint Capital Management
New York
$4.16M +$3.66M +247,690 +720%
IB
73
Intrust Bank
Kansas
$4.07M – – –
CIA
74
Concurrent Investment Advisors
Florida
$3.94M +$3.94M +266,924 New
TCBWMS
75
Texas Capital Bank Wealth Management Services
Texas
$3.9M -$520K -35,207 -12%
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