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Blue Owl Capital
OBDC

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: 66 → 109 (+43)

33% more funds holding in top 10

Funds holding in top 10: 6 → 8 (+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
–

Top Buyers

Rank Fund Capital Flow
1
OPERF
Oregon Public Employees Retirement Fund
Oregon
+$47.4M
2
MIFH
Migdal Insurance & Financial Holdings
Israel
+$37.5M
3
HLA
Hamilton Lane Advisors
Pennsylvania
+$22.7M
4
RWJF
Robert Wood Johnson Foundation
New Jersey
+$19M
5
Bank of America
Bank of America
North Carolina
+$15.6M

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$10.7M
2
SONJCPFE
State of New Jersey Common Pension Fund E
New Jersey
-$8.17M
3
NP
Newlight Partners
New York
-$7.34M
4
ClearBridge Investments
ClearBridge Investments
New York
-$7.18M
5
SFM
Soros Fund Management
New York
-$5.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
KA
76
Kovack Advisors
Florida
$383K +$123K +8,400 +34%
HB
77
Homrich & Berg
Georgia
$380K +$482K +32,902 New
SCM
78
Soros Capital Management
New York
$362K -$238K -16,255 -33%
CS
79
Credit Suisse
Switzerland
$353K +$2.96K +202 +0.7%
TP
80
Tranquility Partners
Tennessee
$346K -$61.7K -4,211 -12%
Janus Henderson Group
81
Janus Henderson Group
United Kingdom
$303K -$212K -14,448 -35%
KM
82
Kalos Management
Georgia
$287K +$365K +24,920 New
MWM
83
Mission Wealth Management
California
$281K +$357K +24,370 New
AA
84
Ancora Advisors
Ohio
$275K +$171K +11,689 +143%
TC
85
Truvestments Capital
Florida
$241K +$306K +20,912 New
FA
86
Forefront Analytics
Pennsylvania
$235K +$298K +20,360 New
S
87
SignatureFD
Georgia
$230K +$90.3K +6,170 +45%
CRC
88
Curi RMB Capital
Illinois
$220K +$279K +19,055 New
WAM
89
Weiss Asset Management
Massachusetts
$208K +$264K +18,000 New
CAN
90
Cetera Advisor Networks
California
$194K +$246K +16,779 New
LC
91
Lindbrook Capital
California
$188K +$239K +16,293 New
SCM
92
Shelton Capital Management
Colorado
$183K -$303K -20,675 -57%
BWA
93
BDO Wealth Advisors
Florida
$154K +$195K +13,325 New
AWA
94
Arete Wealth Advisors
Illinois
$146K +$185K +12,630 New
BCM
95
Bayesian Capital Management
New York
$138K +$176K +12,000 New
Cerity Partners
96
Cerity Partners
New York
$138K +$176K +12,000 New
Two Sigma Advisers
97
Two Sigma Advisers
New York
$133K +$168K +11,500 New
TI
98
Trexquant Investment
Connecticut
$120K +$152K +10,411 New
TRCT
99
Tower Research Capital (TRC)
New York
$78K +$91K +6,214 +1,295%
AWA
100
Arkadios Wealth Advisors
Georgia
$77.1K +$7.45K +509 +8%
1 2 3
4
5

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.