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Blue Owl Capital

376 hedge funds and large institutions have $2.6B invested in Blue Owl Capital in 2024 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 160 increasing their positions, 93 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $7.46M | Put options by funds: $4.17M

72% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 93

59% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 37

5% more funds holding in top 10

Funds holding in top 10: 1920 (+1)

4% more funds holding

Funds holding: 360376 (+16)

0% more capital invested

Capital invested by funds: $2.58B → $2.6B (+$10.7M)

1.66% less ownership

Funds ownership: 44.91%43.26% (-1.7%)

Holders
376
Holders Change
+16
Holders Change %
+4.44%
% of All Funds
5.42%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.29%
New
59
Increased
160
Reduced
93
Closed
37
Calls
$7.46M
Puts
$4.17M
Net Calls
+$3.3M
Net Calls Change
+$9.55M
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
51
Raymond James Financial Services Advisors
Florida
$10M -$275K -18,319 -3%
Franklin Resources
52
Franklin Resources
California
$9.27M +$9.07M +602,936 New
UBS Group
53
UBS Group
Switzerland
$9.24M -$109K -7,237 -1%
CSS
54
Cubist Systematic Strategies
Connecticut
$8.24M +$5.45M +362,603 +209%
MCM
55
MAI Capital Management
Ohio
$8.22M +$1.03M +68,215 +15%
Acadian Asset Management
56
Acadian Asset Management
Massachusetts
$7.87M +$30.7K +2,039 +0.4%
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$7.74M -$757K -50,358 -9%
CPIG
58
Chicago Partners Investment Group
Illinois
$7.63M +$746K +49,620 +11%
OC
59
Oppenheimer & Co
New York
$7.6M +$596K +39,621 +9%
CIA
60
Concurrent Investment Advisors
Florida
$7.58M +$3.39M +225,608 +85%
C
61
Cliffwater
California
$6.83M -$5.6M -372,123 -46%
OAC
62
OMERS Administration Corp
Ontario, Canada
$6.83M +$830K +55,188 +14%
IB
63
Intrust Bank
Kansas
$6.4M +$2.12M +140,878 +51%
Qube Research & Technologies (QRT)
64
Qube Research & Technologies (QRT)
United Kingdom
$6.35M -$497K -33,054 -7%
UCFA
65
United Capital Financial Advisors
Texas
$6.3M -$239K -15,868 -4%
PGH
66
Partners Group Holding
Switzerland
$6.27M
CCM
67
Condor Capital Management
New Jersey
$6.16M +$377K +25,058 +7%
TA
68
Tectonic Advisors
Texas
$6.11M +$454K +30,172 +8%
CM
69
Cercano Management
Washington
$5.93M +$5.29M +351,838 New
PIA
70
Perennial Investment Advisors
California
$5.87M +$306K +20,327 +6%
Envestnet Asset Management
71
Envestnet Asset Management
Illinois
$5.73M +$4.31M +286,985 +336%
GL
72
Graypoint LLC
New York
$5.68M
Cerity Partners
73
Cerity Partners
New York
$5.6M +$98.8K +6,573 +2%
Canada Life
74
Canada Life
Manitoba, Canada
$5.53M +$189K +12,548 +4%
CS
75
Credit Suisse
Switzerland
$5.49M -$75.2K -5,000 -1%

OBDC Hedge Fund Activity: Q1 2024 in Review

376 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q1 2024, worth a combined $2.6B — up 0.41% from $2.58B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new OBDC positions and 37 closed out — a net gain of 22 holders — while 160 added to existing stakes and 93 trimmed.

The largest buyer was VanEck Associates, adding an estimated $19.9M. The largest seller was Regents of the University of California, cutting an estimated $112M.

  • 376 institutional investors held Blue Owl Capital (OBDC) as of Q1 2024, up from 360 in Q4 2023.
  • Funds reported $2.6B of Blue Owl Capital stock for Q1 2024, up 0.41% quarter-over-quarter.
  • 59 funds opened new Blue Owl Capital positions in Q1 2024 and 37 closed out, a net change of +22 holders.
  • The largest Blue Owl Capital buyer in Q1 2024 was VanEck Associates, an estimated $19.9M added.
  • The largest Blue Owl Capital seller in Q1 2024 was Regents of the University of California, an estimated $112M sold.

Based on aggregated 13F filings for Q1 2024.