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Blue Owl Capital
OBDC

153 hedge funds and large institutions have $1.89B invested in Blue Owl Capital in 2020 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 77 increasing their positions, 20 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

285% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 20

169% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 13

67% more funds holding in top 10

Funds holding in top 10: 9 → 15 (+6)

17% more funds holding

Funds holding: 131 → 153 (+22)

13% more capital invested

Capital invested by funds: $1.67B → $1.89B (+$216M)

5.95% more ownership

Funds ownership: 35.91% → 41.86% (+6%)

Holders
153
Holders Change
+22
Holders Change %
+16.79%
% of All Funds
3.09%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.3%
New
35
Increased
77
Reduced
20
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MIFH
Migdal Insurance & Financial Holdings
Israel
+$28M
2
HLA
Hamilton Lane Advisors
Pennsylvania
+$25.7M
3
TCA
Transcend Capital Advisors
New Jersey
+$21.8M
4
BlackRock
BlackRock
New York
+$20.2M
5
ICM
Indaba Capital Management
California
+$19.1M

Top Sellers

1
NP
Newlight Partners
New York
-$22.6M
2
Marshall Wace
Marshall Wace
United Kingdom
-$5.14M
3
SFM
Soros Fund Management
New York
-$4.93M
4
Jane Street
Jane Street
New York
-$3.48M
5
MWNA
Marshall Wace North America
New York
-$2.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
SSA
76
Schonfeld Strategic Advisors
New York
$785K +$798K +65,100 New
ACM
77
Advisors Capital Management
New Jersey
$773K +$264K +21,518 +51%
TP
78
Tranquility Partners
Tennessee
$768K +$188K +15,331 +32%
Cambridge Investment Research Advisors
79
Cambridge Investment Research Advisors
Iowa
$747K +$20.9K +1,705 +3%
JCM
80
Jag Capital Management
Missouri
$729K -$32.7K -2,666 -4%
Russell Investments Group
81
Russell Investments Group
United Kingdom
$710K – – –
BAAM
82
Baker Avenue Asset Management
California
$701K – – –
Stifel Financial
83
Stifel Financial
Missouri
$685K +$525K +42,829 +307%
FAAS
84
First Allied Advisory Services
California
$659K +$421K +34,340 +169%
BA
85
Bard Associates
Illinois
$629K -$3.67K -300 -0.6%
LCM
86
Laurion Capital Management
New York
$625K +$56.7K +4,626 +10%
Two Sigma Investments
87
Two Sigma Investments
New York
$624K +$634K +51,757 New
ACI
88
AMP Capital Investors
Australia
$601K – – –
LC
89
Lindbrook Capital
California
$590K +$200K +16,295 +50%
CAG
90
Csenge Advisory Group
Florida
$572K +$578K +47,196 New
BCM
91
Brookstone Capital Management
Illinois
$567K +$576K +46,987 New
AM
92
Ares Management
California
$558K +$192K +15,702 +51%
EGA
93
Eagle Global Advisors
Texas
$537K +$116K +9,500 +27%
SWP
94
Stratos Wealth Partners
Ohio
$526K +$83K +6,773 +18%
Commonwealth Equity Services
95
Commonwealth Equity Services
Massachusetts
$493K +$338K +27,562 +206%
ECG
96
EPIQ Capital Group
California
$487K +$479K +39,095 New
NFC
97
Northeast Financial Consultants
Connecticut
$446K – – –
Squarepoint
98
Squarepoint
New York
$441K +$448K +36,595 New
AA
99
Ancora Advisors
Ohio
$418K +$90.9K +7,418 +27%
KA
100
Kovack Advisors
Florida
$416K +$22.1K +1,800 +6%
2 3
4
5 6

OBDC Hedge Fund Activity: Q3 2020 in Review

153 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q3 2020, worth a combined $1.89B — up 13% from $1.67B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new OBDC positions and 13 closed out — a net gain of 22 holders — while 77 added to existing stakes and 20 trimmed.

The largest buyer was Migdal Insurance & Financial Holdings, adding an estimated $28M. The largest seller was Newlight Partners, exiting entirely with an estimated $22.6M sold.

  • 153 institutional investors held Blue Owl Capital (OBDC) as of Q3 2020, up from 131 in Q2 2020.
  • Funds reported $1.89B of Blue Owl Capital stock for Q3 2020, up 13% quarter-over-quarter.
  • 35 funds opened new Blue Owl Capital positions in Q3 2020 and 13 closed out, a net change of +22 holders.
  • The largest Blue Owl Capital buyer in Q3 2020 was Migdal Insurance & Financial Holdings, an estimated $28M added.
  • The largest Blue Owl Capital seller in Q3 2020 was Newlight Partners, an estimated $22.6M sold.

Based on aggregated 13F filings for Q3 2020.