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Blue Owl Capital

131 hedge funds and large institutions have $1.67B invested in Blue Owl Capital in 2020 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 63 increasing their positions, 13 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

385% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 13

116% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 19

20% more funds holding

Funds holding: 109131 (+22)

14.47% more ownership

Funds ownership: 21.44%35.91% (+14%)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

32% less capital invested

Capital invested by funds: $2.46B → $1.67B (-$786M)

Holders
131
Holders Change
+22
Holders Change %
+20.18%
% of All Funds
2.69%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.18%
New
41
Increased
63
Reduced
13
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HB
76
Homrich & Berg
Georgia
$553K +$147K +11,925 +36%
TC
77
Truvestments Capital
Florida
$545K +$288K +23,345 +112%
ACM
78
Advisors Capital Management
New Jersey
$525K +$526K +42,574 New
JCM
79
JS Capital Management
New York
$512K -$513K -41,486 -50%
NFC
80
Northeast Financial Consultants
Connecticut
$456K -$37.1K -3,000 -7%
SWP
81
Stratos Wealth Partners
Ohio
$454K -$494 -40 -0.1%
Cerity Partners
82
Cerity Partners
New York
$434K +$287K +23,200 +193%
EGA
83
Eagle Global Advisors
Texas
$432K +$432K +35,000 New
KA
84
Kovack Advisors
Florida
$403K -$6.18K -500 -2%
LC
85
Lindbrook Capital
California
$402K +$201K +16,293 +100%
SCM
86
Soros Capital Management
New York
$399K
KM
87
Kalos Management
Georgia
$389K +$82.2K +6,653 +27%
AM
88
Ares Management
California
$377K +$378K +30,600 New
AA
89
Ancora Advisors
Ohio
$362K +$90.8K +7,352 +37%
BAM
90
Blueshift Asset Management
New Jersey
$359K +$359K +29,085 New
CSS
91
Cubist Systematic Strategies
Connecticut
$343K -$928K -75,120 -73%
S
92
SignatureFD
Georgia
$321K +$75.9K +6,144 +31%
CCM
93
Callodine Capital Management
Massachusetts
$308K +$309K +25,000 New
Deutsche Bank
94
Deutsche Bank
Germany
$274K +$274K +22,194 New
William Blair & Company
95
William Blair & Company
Illinois
$268K +$268K +21,724 New
FAAS
96
First Allied Advisory Services
California
$250K +$251K +20,277 New
PCC
97
Park Circle Company
Maryland
$247K +$247K +20,000 New
BP
98
Ballentine Partners
Massachusetts
$241K +$242K +19,552 New
CAN
99
Cetera Advisor Networks
California
$235K +$28.3K +2,291 +14%
C
100
Certuity
Florida
$222K +$223K +18,024 New

OBDC Hedge Fund Activity: Q2 2020 in Review

131 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q2 2020, worth a combined $1.67B — down 32% from $2.46B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new OBDC positions and 19 closed out — a net gain of 22 holders — while 63 added to existing stakes and 13 trimmed.

The largest buyer was Regents of the University of California, opening a new position worth an estimated $529M. The largest seller was Newlight Partners, cutting an estimated $39.1M.

  • 131 institutional investors held Blue Owl Capital (OBDC) as of Q2 2020, up from 109 in Q1 2020.
  • Funds reported $1.67B of Blue Owl Capital stock for Q2 2020, down 32% quarter-over-quarter.
  • 41 funds opened new Blue Owl Capital positions in Q2 2020 and 19 closed out, a net change of +22 holders.
  • The largest Blue Owl Capital buyer in Q2 2020 was Regents of the University of California, an estimated $529M added.
  • The largest Blue Owl Capital seller in Q2 2020 was Newlight Partners, an estimated $39.1M sold.

Based on aggregated 13F filings for Q2 2020.