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Blue Owl Capital

376 hedge funds and large institutions have $2.6B invested in Blue Owl Capital in 2024 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 160 increasing their positions, 93 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $7.46M | Put options by funds: $4.17M

72% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 93

59% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 37

5% more funds holding in top 10

Funds holding in top 10: 1920 (+1)

4% more funds holding

Funds holding: 360376 (+16)

0% more capital invested

Capital invested by funds: $2.58B → $2.6B (+$10.7M)

1.66% less ownership

Funds ownership: 44.91%43.26% (-1.7%)

Holders
376
Holders Change
+16
Holders Change %
+4.44%
% of All Funds
5.42%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.29%
New
59
Increased
160
Reduced
93
Closed
37
Calls
$7.46M
Puts
$4.17M
Net Calls
+$3.3M
Net Calls Change
+$9.55M
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
76
Salem Investment Counselors
North Carolina
$5.27M +$318K +21,165 +7%
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$5.21M +$216K +14,389 +4%
Legal & General Group
78
Legal & General Group
United Kingdom
$5.18M -$226K -15,000 -4%
HWM
79
HB Wealth Management
Georgia
$5.07M -$454K -30,203 -8%
DADC
80
D.A. Davidson & Co
Montana
$4.69M +$264K +17,578 +6%
SSA
81
Schonfeld Strategic Advisors
New York
$4.46M +$1.18M +78,200 +37%
NW
82
Naviter Wealth
Arkansas
$4.36M +$3.89M +258,400 +1,374%
AAM
83
Advisors Asset Management
Colorado
$4.26M +$235K +15,621 +6%
GIM
84
Greenwich Investment Management
Connecticut
$4.15M +$1.95M +129,495 +92%
EP
85
EPIQ Partners
Minnesota
$4.12M +$4.03M +268,050 New
HF
86
HRT Financial
New York
$4.02M +$1.12M +74,736 +40%
Creative Planning
87
Creative Planning
Kansas
$4M +$266K +17,712 +7%
GBI
88
GP Brinson Investments
Illinois
$3.93M
TCBWMS
89
Texas Capital Bank Wealth Management Services
Texas
$3.91M -$150K -10,008 -4%
HWAM
90
Hennion & Walsh Asset Management
New Jersey
$3.48M -$410K -27,268 -11%
Manulife (Manufacturers Life Insurance)
91
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.43M +$1.58M +105,158 +89%
Invesco
92
Invesco
Georgia
$3.17M -$307K -20,432 -9%
SWP
93
Stratos Wealth Partners
Ohio
$3.12M +$564K +37,502 +23%
SPIA
94
Steward Partners Investment Advisory
New York
$3.08M +$555K +36,930 +23%
CIM
95
Confluence Investment Management
Missouri
$3.06M -$1.23K -82 -0%
CIBC World Market
96
CIBC World Market
Ontario, Canada
$3M +$104K +6,886 +4%
DnB Asset Management
97
DnB Asset Management
Norway
$2.98M +$421K +27,992 +17%
JF
98
Jump Financial
Illinois
$2.94M -$752K -50,024 -21%
PC
99
Prairiewood Capital
North Dakota
$2.85M +$361K +24,016 +15%
TI
100
Trexquant Investment
Connecticut
$2.83M +$2.11M +140,502 +324%

OBDC Hedge Fund Activity: Q1 2024 in Review

376 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q1 2024, worth a combined $2.6B — up 0.41% from $2.58B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new OBDC positions and 37 closed out — a net gain of 22 holders — while 160 added to existing stakes and 93 trimmed.

The largest buyer was VanEck Associates, adding an estimated $19.9M. The largest seller was Regents of the University of California, cutting an estimated $112M.

  • 376 institutional investors held Blue Owl Capital (OBDC) as of Q1 2024, up from 360 in Q4 2023.
  • Funds reported $2.6B of Blue Owl Capital stock for Q1 2024, up 0.41% quarter-over-quarter.
  • 59 funds opened new Blue Owl Capital positions in Q1 2024 and 37 closed out, a net change of +22 holders.
  • The largest Blue Owl Capital buyer in Q1 2024 was VanEck Associates, an estimated $19.9M added.
  • The largest Blue Owl Capital seller in Q1 2024 was Regents of the University of California, an estimated $112M sold.

Based on aggregated 13F filings for Q1 2024.