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Blue Owl Capital

377 hedge funds and large institutions have $2.28B invested in Blue Owl Capital in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 152 increasing their positions, 116 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 116

3% less call options, than puts

Call options by funds: $23.4M | Put options by funds: $24.2M

3% less funds holding

Funds holding: 387377 (-10)

2.93% less ownership

Funds ownership: 42.88%39.96% (-2.9%)

11% less capital invested

Capital invested by funds: $2.57B → $2.28B (-$291M)

15% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 48

20% less funds holding in top 10

Funds holding in top 10: 2016 (-4)

Holders
377
Holders Change
-10
Holders Change %
-2.58%
% of All Funds
5.41%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.23%
New
41
Increased
152
Reduced
116
Closed
48
Calls
$23.4M
Puts
$24.2M
Net Calls
-$744K
Net Calls Change
-$6.45M
Name Holding Trade Value Shares
Change
Change in
Stake
NW
76
Naviter Wealth
Arkansas
$4.96M +$182K +12,141 +4%
Cerity Partners
77
Cerity Partners
New York
$4.94M -$129K -8,565 -2%
DnB Asset Management
78
DnB Asset Management
Norway
$4.92M +$1.69M +112,559 +50%
PGH
79
Partners Group Holding
Switzerland
$4.91M -$1.05M -69,935 -17%
AAM
80
Advisors Asset Management
Colorado
$4.88M +$723K +48,136 +17%
Qube Research & Technologies (QRT)
81
Qube Research & Technologies (QRT)
United Kingdom
$4.7M +$3M +199,996 +163%
NA
82
NewEdge Advisors
Louisiana
$4.05M +$89K +5,925 +2%
CSS
83
Cubist Systematic Strategies
Connecticut
$4M -$6.12M -407,698 -60%
HWM
84
HB Wealth Management
Georgia
$3.78M -$1.72M -114,353 -31%
SWP
85
Stratos Wealth Partners
Ohio
$3.77M -$169K -11,276 -4%
D.E. Shaw & Co
86
D.E. Shaw & Co
New York
$3.73M +$1.03M +68,819 +37%
GBI
87
GP Brinson Investments
Illinois
$3.72M
TCBWMS
88
Texas Capital Bank Wealth Management Services
Texas
$3.6M +$50.5K +3,362 +1%
SPIA
89
Steward Partners Investment Advisory
New York
$3.6M +$656K +43,716 +22%
HWAM
90
Hennion & Walsh Asset Management
New Jersey
$3.44M +$288K +19,177 +9%
PC
91
Prairiewood Capital
North Dakota
$3.4M +$448K +29,803 +15%
Creative Planning
92
Creative Planning
Kansas
$3.36M -$433K -28,819 -11%
Invesco
93
Invesco
Georgia
$3.22M +$359K +23,932 +12%
CCIA
94
Campbell & Co Investment Adviser
Maryland
$3.2M +$865K +57,597 +36%
LCWP
95
Legacy Capital Wealth Partners
Arkansas
$3.05M +$1.55M +103,123 +97%
TC
96
Truvestments Capital
Florida
$2.81M +$77.4K +5,155 +3%
SA
97
Sanctuary Advisors
Indiana
$2.67M +$119K +7,897 +5%
Lido Advisors
98
Lido Advisors
California
$2.65M +$1.32M +87,572 +93%
IP
99
Intellectus Partners
California
$2.48M +$674K +44,915 +37%
Aberdeen Group
100
Aberdeen Group
United Kingdom
$2.45M +$75.1K +5,004 +3%

OBDC Hedge Fund Activity: Q3 2024 in Review

377 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q3 2024, worth a combined $2.28B — down 11% from $2.57B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of OBDC and 41 opened new positions — a net loss of 7 holders — while 116 trimmed existing stakes and 152 added.

The largest buyer was Northern Trust, opening a new position worth an estimated $14.4M. The largest seller was Regents of the University of California, exiting entirely with an estimated $34.4M sold.

  • 377 institutional investors held Blue Owl Capital (OBDC) as of Q3 2024, down from 387 in Q2 2024.
  • Funds reported $2.28B of Blue Owl Capital stock for Q3 2024, down 11% quarter-over-quarter.
  • 41 funds opened new Blue Owl Capital positions in Q3 2024 and 48 closed out, a net change of -7 holders.
  • The largest Blue Owl Capital buyer in Q3 2024 was Northern Trust, an estimated $14.4M added.
  • The largest Blue Owl Capital seller in Q3 2024 was Regents of the University of California, an estimated $34.4M sold.

Based on aggregated 13F filings for Q3 2024.