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Blue Owl Capital

410 hedge funds and large institutions have $2.43B invested in Blue Owl Capital in 2024 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 174 increasing their positions, 88 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 37

98% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 88

9% more funds holding

Funds holding: 377410 (+33)

7% more capital invested

Capital invested by funds: $2.28B → $2.43B (+$157M)

1.05% more ownership

Funds ownership: 39.96%41.01% (+1%)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

49% less call options, than puts

Call options by funds: $10.6M | Put options by funds: $20.7M

Holders
410
Holders Change
+33
Holders Change %
+8.75%
% of All Funds
5.4%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.18%
New
78
Increased
174
Reduced
88
Closed
37
Calls
$10.6M
Puts
$20.7M
Net Calls
-$10.2M
Net Calls Change
-$9.42M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
76
Steward Partners Investment Advisory
New York
$4.17M +$436K +28,960 +12%
HWM
77
HB Wealth Management
Georgia
$4.16M +$238K +15,814 +6%
SA
78
Sanctuary Advisors
Indiana
$4.15M +$1.51M +100,198 +57%
NA
79
NewEdge Advisors
Louisiana
$4.1M -$97.8K -6,491 -2%
Cerity Partners
80
Cerity Partners
New York
$3.92M -$1.19M -79,216 -24%
KWA
81
Kingswood Wealth Advisors
California
$3.92M +$1.84M +121,947 +89%
GBI
82
GP Brinson Investments
Illinois
$3.86M
PC
83
Prairiewood Capital
North Dakota
$3.84M +$312K +20,699 +9%
TCBWMS
84
Texas Capital Bank Wealth Management Services
Texas
$3.74M
Invesco
85
Invesco
Georgia
$3.72M +$378K +25,080 +11%
Capital Fund Management (CFM)
86
Capital Fund Management (CFM)
France
$3.5M -$2.01M -133,506 -37%
HWAM
87
Hennion & Walsh Asset Management
New Jersey
$3.38M -$189K -12,524 -5%
Envestnet Asset Management
88
Envestnet Asset Management
Illinois
$3.35M -$3.07M -203,587 -48%
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
$3.18M +$2.69M +178,782 +571%
TC
90
Truvestments Capital
Florida
$3.1M +$183K +12,165 +6%
CIA
91
Concurrent Investment Advisors
Florida
$3.09M -$2.7M -179,252 -47%
TWM
92
Tradition Wealth Management
Minnesota
$2.99M +$994K +65,969 +50%
Lido Advisors
93
Lido Advisors
California
$2.89M +$79.5K +5,279 +3%
Barclays
94
Barclays
United Kingdom
$2.73M +$190K +12,587 +7%
IP
95
Intellectus Partners
California
$2.65M +$83.3K +5,530 +3%
CCP
96
Carmel Capital Partners
California
$2.59M +$288K +19,108 +13%
Creative Planning
97
Creative Planning
Kansas
$2.58M -$908K -60,280 -26%
Millennium Management
98
Millennium Management
New York
$2.52M -$10.9M -722,316 -81%
TCM
99
TT Capital Management
California
$2.46M +$2.47M +164,220 New
Aberdeen Group
100
Aberdeen Group
United Kingdom
$2.35M -$197K -13,074 -8%

OBDC Hedge Fund Activity: Q4 2024 in Review

410 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q4 2024, worth a combined $2.43B — up 6.9% from $2.28B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new OBDC positions and 37 closed out — a net gain of 41 holders — while 174 added to existing stakes and 88 trimmed.

The largest buyer was Cresset Asset Management, adding an estimated $66.1M. The largest seller was VanEck Associates, cutting an estimated $45M.

  • 410 institutional investors held Blue Owl Capital (OBDC) as of Q4 2024, up from 377 in Q3 2024.
  • Funds reported $2.43B of Blue Owl Capital stock for Q4 2024, up 6.9% quarter-over-quarter.
  • 78 funds opened new Blue Owl Capital positions in Q4 2024 and 37 closed out, a net change of +41 holders.
  • The largest Blue Owl Capital buyer in Q4 2024 was Cresset Asset Management, an estimated $66.1M added.
  • The largest Blue Owl Capital seller in Q4 2024 was VanEck Associates, an estimated $45M sold.

Based on aggregated 13F filings for Q4 2024.