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Blue Owl Capital
OBDC

109 hedge funds and large institutions have $2.46B invested in Blue Owl Capital in 2020 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 32 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

643% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 7

113% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 15

106% more capital invested

Capital invested by funds: $1.2B → $2.46B (+$1.26B)

65% more funds holding

Funds holding: 66 → 109 (+43)

33% more funds holding in top 10

Funds holding in top 10: 6 → 8 (+2)

4.27% more ownership

Funds ownership: 17.18% → 21.44% (+4.3%)

Holders
109
Holders Change
+43
Holders Change %
+65.15%
% of All Funds
2.4%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
52
Increased
32
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OPERF
Oregon Public Employees Retirement Fund
Oregon
+$47.4M
2
MIFH
Migdal Insurance & Financial Holdings
Israel
+$37.5M
3
HLA
Hamilton Lane Advisors
Pennsylvania
+$22.7M
4
RWJF
Robert Wood Johnson Foundation
New Jersey
+$19M
5
Bank of America
Bank of America
North Carolina
+$15.6M

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$10.7M
2
SONJCPFE
State of New Jersey Common Pension Fund E
New Jersey
-$8.17M
3
NP
Newlight Partners
New York
-$7.34M
4
ClearBridge Investments
ClearBridge Investments
New York
-$7.18M
5
SFM
Soros Fund Management
New York
-$5.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
HR
101
Howe & Rusling
New York
$30K +$37.9K +2,592 New
Wells Fargo
102
Wells Fargo
California
$19K -$65.6K -4,479 -73%
APA
103
American Portfolios Advisors
New York
$12.4K +$7.32K +500 +87%
PFO
104
Pathstone Family Office
New Jersey
$12K +$14.6K +1,000 New
VRM
105
Vectors Research Management
New York
$12K +$14.6K +1,000 New
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$9K – – –
SIS
107
Sound Income Strategies
Florida
$4K – – –
PFGIA
108
Patriot Financial Group Insurance Agency
Massachusetts
$4K +$4.7K +321 New
Millennium Management
109
Millennium Management
New York
– -$3.15M -175,955 Closed
RIA
110
RP Investment Advisors
Ontario, Canada
– -$2.75M -153,499 Closed
Citadel Advisors
111
Citadel Advisors
Florida
– -$2.23M -124,537 Closed
CGL
112
Clarius Group LLC
Washington
– -$701K -43,449 Closed
BAM
113
Bruderman Asset Management
New York
– -$280K -15,774 Closed
SPIA
114
Steward Partners Investment Advisory
New York
– -$66K -3,700 Closed
JP Morgan Chase
115
JP Morgan Chase
New York
– -$41K -2,300 Closed
1 2 3 4
5

OBDC Hedge Fund Activity: Q1 2020 in Review

109 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q1 2020, worth a combined $2.46B — up 106% from $1.2B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new OBDC positions and 7 closed out — a net gain of 45 holders — while 32 added to existing stakes and 15 trimmed.

The largest buyer was Oregon Public Employees Retirement Fund, opening a new position worth an estimated $47.4M. The largest seller was Franklin Resources, cutting an estimated $10.7M.

  • 109 institutional investors held Blue Owl Capital (OBDC) as of Q1 2020, up from 66 in Q4 2019.
  • Funds reported $2.46B of Blue Owl Capital stock for Q1 2020, up 106% quarter-over-quarter.
  • 52 funds opened new Blue Owl Capital positions in Q1 2020 and 7 closed out, a net change of +45 holders.
  • The largest Blue Owl Capital buyer in Q1 2020 was Oregon Public Employees Retirement Fund, an estimated $47.4M added.
  • The largest Blue Owl Capital seller in Q1 2020 was Franklin Resources, an estimated $10.7M sold.

Based on aggregated 13F filings for Q1 2020.