OBDC icon

Blue Owl Capital
OBDC

Overview Fund Activity

239 hedge funds and large institutions have $2.36B invested in Blue Owl Capital in 2021 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 112 increasing their positions, 49 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
+18
Holders Change %
+8.14%
% 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
112
Reduced
49
Closed
22
Calls
$3.27M
Puts
$2.27M
Net Calls
+$1M
Net Calls Change
-$4.27M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$96.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$58.2M
3
Invesco
3
Invesco
Georgia
$18.7M
4
Fidelity International
4
Fidelity International
Bermuda
$49.5M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$8.17M

Top Sellers

1
BPM
1
Blue Pool Management
Hong Kong
$0
2
ROTUOC
2
Regents of the University of California
California
$455M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$0
4
BEP
4
Brookside Equity Partners
Connecticut
$0
5
MCAI
5
Members Capital Advisors Inc
Wisconsin
$22.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GL
76
Graypoint LLC
New York
$2.58M – – –
ACM
77
Advisors Capital Management
New Jersey
$2.56M -$751K -53,046 -23%
Goldman Sachs
78
Goldman Sachs
New York
$2.54M +$2.17M +153,229 +588%
CPIG
79
Chicago Partners Investment Group
Illinois
$2.54M +$797K +54,060 +46%
AAM
80
Advisors Asset Management
Colorado
$2.53M +$528K +37,261 +26%
HWM
81
HB Wealth Management
Georgia
$2.51M +$2.51M +177,147 New
PIA
82
Perennial Investment Advisors
California
$2.34M +$442K +31,263 +23%
CCM
83
Condor Capital Management
New Jersey
$2.18M +$200K +14,159 +10%
AW
84
ACG Wealth
Georgia
$2.17M -$206K -14,547 -9%
JPMorgan Chase & Co
85
JPMorgan Chase & Co
New York
$2.12M +$2.12M +149,500 New
Creative Planning
86
Creative Planning
Kansas
$2.11M +$916K +64,692 +77%
CL
87
CPWM LLC
Washington
$1.96M – – –
Canada Life
88
Canada Life
Manitoba, Canada
$1.74M -$53.3K -3,779 -3%
FA
89
Forefront Analytics
Pennsylvania
$1.66M +$34.8K +2,458 +2%
Qube Research & Technologies (QRT)
90
Qube Research & Technologies (QRT)
United Kingdom
$1.64M +$640K +45,184 +64%
CLG
91
Cooperman Leon G
$1.59M – – –
APP
92
Avantax Planning Partners
Iowa
$1.52M +$1.52M +107,128 New
TWM
93
Tradition Wealth Management
Minnesota
$1.51M +$396K +27,988 +36%
TCBWMS
94
Texas Capital Bank Wealth Management Services
Texas
$1.43M +$764K +53,964 +115%
RTS
95
Round Table Services
New Jersey
$1.38M – – –
USCWA
96
U.S. Capital Wealth Advisors
Texas
$1.36M +$563K +39,750 +70%
Cerity Partners
97
Cerity Partners
New York
$1.32M +$185K +13,050 +16%
NA
98
NewEdge Advisors
Louisiana
$1.28M +$323K +22,783 +34%
Mackenzie Financial
99
Mackenzie Financial
Ontario, Canada
$1.2M -$15.6K -1,098 -1%
LCWP
100
Legacy Capital Wealth Partners
Arkansas
$1.2M +$45.3K +3,131 +4%
2 3
4
5 6