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Blue Owl Capital

240 hedge funds and large institutions have $2.37B invested in Blue Owl Capital in 2021 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 113 increasing their positions, 49 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 49

105% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 22

44% more call options, than puts

Call options by funds: $3.27M | Put options by funds: $2.27M

8% more funds holding

Funds holding: 222240 (+18)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

0.76% less ownership

Funds ownership: 43.26%42.5% (-0.76%)

1% less capital invested

Capital invested by funds: $2.4B → $2.37B (-$32.8M)

Holders
240
Holders Change
+18
Holders Change %
+8.11%
% of All Funds
3.69%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.29%
New
45
Increased
113
Reduced
49
Closed
22
Calls
$3.27M
Puts
$2.27M
Net Calls
+$1M
Net Calls Change
-$4.27M
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
76
Cambridge Investment Research Advisors
Iowa
$2.58M +$306K +21,431 +13%
GL
77
Graypoint LLC
New York
$2.58M
ACM
78
Advisors Capital Management
New Jersey
$2.56M -$758K -53,046 -23%
Goldman Sachs
79
Goldman Sachs
New York
$2.54M +$2.19M +153,229 +588%
CPIG
80
Chicago Partners Investment Group
Illinois
$2.54M +$773K +54,060 +46%
AAM
81
Advisors Asset Management
Colorado
$2.53M +$533K +37,261 +26%
HWM
82
HB Wealth Management
Georgia
$2.51M +$2.53M +177,147 New
PIA
83
Perennial Investment Advisors
California
$2.34M +$447K +31,263 +23%
CCM
84
Condor Capital Management
New Jersey
$2.18M +$202K +14,159 +10%
AW
85
ACG Wealth
Georgia
$2.17M -$208K -14,547 -9%
JP Morgan Chase
86
JP Morgan Chase
New York
$2.12M +$2.14M +149,500 New
Creative Planning
87
Creative Planning
Kansas
$2.11M +$925K +64,692 +77%
CL
88
CPWM LLC
Washington
$1.96M
Canada Life
89
Canada Life
Manitoba, Canada
$1.74M -$54K -3,779 -3%
FA
90
Forefront Analytics
Pennsylvania
$1.66M +$35.1K +2,458 +2%
Qube Research & Technologies (QRT)
91
Qube Research & Technologies (QRT)
United Kingdom
$1.64M +$646K +45,184 +64%
CLG
92
Cooperman Leon G
$1.59M
APP
93
Avantax Planning Partners
Iowa
$1.52M +$1.53M +107,128 New
TWM
94
Tradition Wealth Management
Minnesota
$1.51M +$400K +27,988 +36%
TCBWMS
95
Texas Capital Bank Wealth Management Services
Texas
$1.43M +$771K +53,964 +115%
RTS
96
Round Table Services
New Jersey
$1.38M
USCWA
97
U.S. Capital Wealth Advisors
Texas
$1.36M +$568K +39,750 +70%
Cerity Partners
98
Cerity Partners
New York
$1.32M +$187K +13,050 +16%
NA
99
NewEdge Advisors
Louisiana
$1.28M +$326K +22,783 +34%
Mackenzie Financial
100
Mackenzie Financial
Ontario, Canada
$1.2M -$15.7K -1,098 -1%

OBDC Hedge Fund Activity: Q4 2021 in Review

240 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q4 2021, worth a combined $2.37B — down 1.4% from $2.4B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new OBDC positions and 22 closed out — a net gain of 23 holders — while 113 added to existing stakes and 49 trimmed.

The largest buyer was Bank of America, adding an estimated $20.6M. The largest seller was Blue Pool Management, exiting entirely with an estimated $79.2M sold.

  • 240 institutional investors held Blue Owl Capital (OBDC) as of Q4 2021, up from 222 in Q3 2021.
  • Funds reported $2.37B of Blue Owl Capital stock for Q4 2021, down 1.4% quarter-over-quarter.
  • 45 funds opened new Blue Owl Capital positions in Q4 2021 and 22 closed out, a net change of +23 holders.
  • The largest Blue Owl Capital buyer in Q4 2021 was Bank of America, an estimated $20.6M added.
  • The largest Blue Owl Capital seller in Q4 2021 was Blue Pool Management, an estimated $79.2M sold.

Based on aggregated 13F filings for Q4 2021.