We are live on ! Find out more
OBDC icon

Blue Owl Capital

222 hedge funds and large institutions have $2.4B invested in Blue Owl Capital in 2021 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 94 increasing their positions, 54 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

523% more call options, than puts

Call options by funds: $6.28M | Put options by funds: $1.01M

89% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 19

74% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 54

7% more funds holding

Funds holding: 207222 (+15)

6% more funds holding in top 10

Funds holding in top 10: 1819 (+1)

0.21% more ownership

Funds ownership: 43.05%43.26% (+0.21%)

0% less capital invested

Capital invested by funds: $2.41B → $2.4B (-$6.3M)

Holders
222
Holders Change
+15
Holders Change %
+7.25%
% of All Funds
3.89%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.33%
New
36
Increased
94
Reduced
54
Closed
19
Calls
$6.28M
Puts
$1.01M
Net Calls
+$5.27M
Net Calls Change
+$1.46M
Name Holding Trade Value Shares
Change
Change in
Stake
IFG
76
Independent Financial Group
California
$2.55M -$133K -9,181 -5%
DADC
77
D.A. Davidson & Co
Montana
$2.42M +$465K +32,105 +23%
AW
78
ACG Wealth
Georgia
$2.37M +$125K +8,643 +5%
LCWP
79
Legacy Capital Wealth Partners
Arkansas
$2.3M +$1.15M +79,697 New
Cambridge Investment Research Advisors
80
Cambridge Investment Research Advisors
Iowa
$2.27M +$330K +22,747 +16%
AAM
81
Advisors Asset Management
Colorado
$2M +$698K +48,170 +52%
CCM
82
Condor Capital Management
New Jersey
$1.97M +$251K +17,307 +14%
CL
83
CPWM LLC
Washington
$1.96M +$1.01M +69,638 +100%
PIA
84
Perennial Investment Advisors
California
$1.9M +$72.7K +5,016 +4%
Canada Life
85
Canada Life
Manitoba, Canada
$1.81M +$3.81K +263 +0.2%
CPIG
86
Chicago Partners Investment Group
Illinois
$1.71M +$112K +7,712 +7%
FA
87
Forefront Analytics
Pennsylvania
$1.62M +$34.3K +2,370 +2%
GC
88
Gilbert & Cook
Iowa
$1.61M
CLG
89
Cooperman Leon G
$1.58M
TA
90
TruWealth Advisors
Louisiana
$1.47M -$94.5K -6,523 -6%
Susquehanna International Group
91
Susquehanna International Group
Pennsylvania
$1.4M +$402K +27,773 +39%
RTS
92
Round Table Services
New Jersey
$1.38M +$311K +21,500 +28%
WA
93
WESPAC Advisors
California
$1.32M +$756K +52,189 +126%
KACA
94
Kayne Anderson Capital Advisors
California
$1.25M
CBB
95
Citizens Business Bank
California
$1.23M +$85.5K +5,900 +7%
Mackenzie Financial
96
Mackenzie Financial
Ontario, Canada
$1.21M +$174K +12,024 +16%
AR
97
Advisory Research
Illinois
$1.19M -$29K -1,999 -2%
Creative Planning
98
Creative Planning
Kansas
$1.19M +$240K +16,578 +25%
Envestnet Asset Management
99
Envestnet Asset Management
Illinois
$1.15M -$4.36K -301 -0.4%
Cerity Partners
100
Cerity Partners
New York
$1.13M -$291K -20,100 -20%

OBDC Hedge Fund Activity: Q3 2021 in Review

222 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q3 2021, worth a combined $2.4B — down 0.26% from $2.41B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new OBDC positions and 19 closed out — a net gain of 17 holders — while 94 added to existing stakes and 54 trimmed.

The largest buyer was Transcend Capital Advisors, opening a new position worth an estimated $64.5M. The largest seller was Arrowstreet Capital, cutting an estimated $63.2M.

  • 222 institutional investors held Blue Owl Capital (OBDC) as of Q3 2021, up from 207 in Q2 2021.
  • Funds reported $2.4B of Blue Owl Capital stock for Q3 2021, down 0.26% quarter-over-quarter.
  • 36 funds opened new Blue Owl Capital positions in Q3 2021 and 19 closed out, a net change of +17 holders.
  • The largest Blue Owl Capital buyer in Q3 2021 was Transcend Capital Advisors, an estimated $64.5M added.
  • The largest Blue Owl Capital seller in Q3 2021 was Arrowstreet Capital, an estimated $63.2M sold.

Based on aggregated 13F filings for Q3 2021.