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Blue Owl Capital

263 hedge funds and large institutions have $2.54B invested in Blue Owl Capital in 2022 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 102 increasing their positions, 63 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 27

62% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 63

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

10% more funds holding

Funds holding: 240263 (+23)

7% more capital invested

Capital invested by funds: $2.37B → $2.54B (+$172M)

1.29% more ownership

Funds ownership: 42.5%43.79% (+1.3%)

14% less call options, than puts

Call options by funds: $4.83M | Put options by funds: $5.63M

Holders
263
Holders Change
+23
Holders Change %
+9.58%
% of All Funds
4.15%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.33%
New
52
Increased
102
Reduced
63
Closed
27
Calls
$4.83M
Puts
$5.63M
Net Calls
-$795K
Net Calls Change
-$1.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
76
Cambridge Investment Research Advisors
Iowa
$3.13M +$424K +28,944 +16%
DADC
77
D.A. Davidson & Co
Montana
$3.11M +$133K +9,100 +5%
CIM
78
Confluence Investment Management
Missouri
$3.06M +$3.65K +249 +0.1%
Skandinaviska Enskilda Banken (SEB)
79
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.06M +$3.03M +206,800 New
IF
80
Integrity Financial
Wyoming
$2.94M +$1.51K +103 +0.1%
PIA
81
Perennial Investment Advisors
California
$2.87M +$427K +29,121 +18%
GL
82
Graypoint LLC
New York
$2.69M
UBS Group
83
UBS Group
Switzerland
$2.68M -$2.2M -149,880 -45%
CCM
84
Condor Capital Management
New Jersey
$2.66M +$378K +25,770 +17%
CPIG
85
Chicago Partners Investment Group
Illinois
$2.56M +$353K +24,068 +14%
ACM
86
Advisors Capital Management
New Jersey
$2.47M -$199K -13,574 -8%
HWM
87
HB Wealth Management
Georgia
$2.28M -$339K -23,117 -13%
Canada Life
88
Canada Life
Manitoba, Canada
$2.18M +$220K +15,015 +12%
MWM
89
Madison Wealth Management
Ohio
$1.89M +$2.7M +184,275 New
FA
90
Forefront Analytics
Pennsylvania
$1.77M +$36.7K +2,504 +2%
VF
91
Virtu Financial
New York
$1.64M +$1.63M +111,116 New
TWM
92
Tradition Wealth Management
Minnesota
$1.58M +$2.14K +146 +0.1%
DnB Asset Management
93
DnB Asset Management
Norway
$1.53M +$1.52M +103,498 New
Qube Research & Technologies (QRT)
94
Qube Research & Technologies (QRT)
United Kingdom
$1.46M -$254K -17,299 -15%
RTS
95
Round Table Services
New Jersey
$1.44M
APP
96
Avantax Planning Partners
Iowa
$1.44M -$147K -10,047 -9%
NA
97
NewEdge Advisors
Louisiana
$1.4M +$66.9K +4,563 +5%
TA
98
Tectonic Advisors
Texas
$1.39M +$248K +16,940 +22%
USCWA
99
U.S. Capital Wealth Advisors
Texas
$1.39M -$35.8K -2,440 -3%
Truist Financial
100
Truist Financial
North Carolina
$1.29M +$370K +25,276 +41%

OBDC Hedge Fund Activity: Q1 2022 in Review

263 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q1 2022, worth a combined $2.54B — up 7.3% from $2.37B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new OBDC positions and 27 closed out — a net gain of 25 holders — while 102 added to existing stakes and 63 trimmed.

The largest buyer was Enstar Group, adding an estimated $55.4M. The largest seller was Indaba Capital Management, exiting entirely with an estimated $27.1M sold.

  • 263 institutional investors held Blue Owl Capital (OBDC) as of Q1 2022, up from 240 in Q4 2021.
  • Funds reported $2.54B of Blue Owl Capital stock for Q1 2022, up 7.3% quarter-over-quarter.
  • 52 funds opened new Blue Owl Capital positions in Q1 2022 and 27 closed out, a net change of +25 holders.
  • The largest Blue Owl Capital buyer in Q1 2022 was Enstar Group, an estimated $55.4M added.
  • The largest Blue Owl Capital seller in Q1 2022 was Indaba Capital Management, an estimated $27.1M sold.

Based on aggregated 13F filings for Q1 2022.