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Blue Owl Capital

274 hedge funds and large institutions have $1.73B invested in Blue Owl Capital in 2022 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 116 increasing their positions, 78 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 78

5% more funds holding in top 10

Funds holding in top 10: 1920 (+1)

9% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 33

0% less funds holding

Funds holding: 275274 (-1)

1.57% less ownership

Funds ownership: 43.77%42.21% (-1.6%)

19% less capital invested

Capital invested by funds: $2.13B → $1.73B (-$407M)

93% less call options, than puts

Call options by funds: $3.04M | Put options by funds: $42.6M

Holders
274
Holders Change
-1
Holders Change %
-0.36%
% of All Funds
4.72%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.34%
New
36
Increased
116
Reduced
78
Closed
33
Calls
$3.04M
Puts
$42.6M
Net Calls
-$39.5M
Net Calls Change
-$33M
Name Holding Trade Value Shares
Change
Change in
Stake
IFG
76
Independent Financial Group
California
$2.88M -$12.4K -974 -0.3%
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$2.67M +$390K +30,639 +13%
Cerity Partners
78
Cerity Partners
New York
$2.64M -$33K -2,595 -1%
PIA
79
Perennial Investment Advisors
California
$2.48M +$388K +30,548 +15%
HWM
80
HB Wealth Management
Georgia
$2.44M +$1.59M +124,919 +113%
LWP
81
Lumature Wealth Partners
Georgia
$2.38M +$93K +7,314 +3%
CCM
82
Condor Capital Management
New Jersey
$2.37M +$140K +10,976 +5%
CIM
83
Confluence Investment Management
Missouri
$2.36M -$21K -1,651 -0.7%
DADC
84
D.A. Davidson & Co
Montana
$2.31M +$82.3K +6,475 +3%
Creative Planning
85
Creative Planning
Kansas
$2.29M -$440K -34,607 -14%
OCA
86
Otter Creek Advisors
Florida
$2.23M -$1.8M -141,202 -40%
ACM
87
Advisors Capital Management
New Jersey
$2.19M -$151K -11,877 -7%
CIBC World Market
88
CIBC World Market
Ontario, Canada
$1.93M +$1.75M +137,783 +287%
TA
89
Tectonic Advisors
Texas
$1.71M +$494K +38,890 +31%
MWM
90
Madison Wealth Management
Ohio
$1.7M -$38 -3 -0%
IF
91
Integrity Financial
Wyoming
$1.59M -$260K -20,445 -12%
First Trust Advisors
92
First Trust Advisors
Illinois
$1.55M -$1.83M -144,305 -49%
NP
93
NorthRock Partners
Minnesota
$1.5M -$488K -38,394 -21%
IWC
94
Integrated Wealth Concepts
Massachusetts
$1.5M +$1.4M +110,339 +324%
TC
95
TownSquare Capital
Utah
$1.47M -$5.13M -403,732 -74%
DI
96
DFPG Investments
Utah
$1.31M -$44.3K -3,486 -3%
DnB Asset Management
97
DnB Asset Management
Norway
$1.26M -$78K -6,139 -5%
BZWA
98
Blue Zone Wealth Advisors
California
$1.24M -$419K -32,992 -22%
Fidelity International
99
Fidelity International
Bermuda
$1.21M -$41M -3,225,177 -97%
DTL
100
Dynamic Technology Lab
Singapore
$1.21M +$1.48M +116,772 New

OBDC Hedge Fund Activity: Q3 2022 in Review

274 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q3 2022, worth a combined $1.73B — down 19% from $2.13B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new OBDC positions and 33 closed out — a net gain of 3 holders — while 116 added to existing stakes and 78 trimmed.

The largest buyer was Mariner, adding an estimated $9.16M. The largest seller was Fidelity International, cutting an estimated $41M.

  • 274 institutional investors held Blue Owl Capital (OBDC) as of Q3 2022, down from 275 in Q2 2022.
  • Funds reported $1.73B of Blue Owl Capital stock for Q3 2022, down 19% quarter-over-quarter.
  • 36 funds opened new Blue Owl Capital positions in Q3 2022 and 33 closed out, a net change of +3 holders.
  • The largest Blue Owl Capital buyer in Q3 2022 was Mariner, an estimated $9.16M added.
  • The largest Blue Owl Capital seller in Q3 2022 was Fidelity International, an estimated $41M sold.

Based on aggregated 13F filings for Q3 2022.