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Blue Owl Capital

131 hedge funds and large institutions have $1.67B invested in Blue Owl Capital in 2020 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 63 increasing their positions, 13 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

385% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 13

116% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 19

20% more funds holding

Funds holding: 109131 (+22)

14.47% more ownership

Funds ownership: 21.44%35.91% (+14%)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

32% less capital invested

Capital invested by funds: $2.46B → $1.67B (-$786M)

Holders
131
Holders Change
+22
Holders Change %
+20.18%
% of All Funds
2.69%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.18%
New
41
Increased
63
Reduced
13
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWA
101
BDO Wealth Advisors
Florida
$212K +$48.2K +3,905 +29%
SCM
102
Shelton Capital Management
Colorado
$196K
ECG
103
Edge Capital Group
Georgia
$189K +$189K +15,292 New
CBA
104
Coastal Bridge Advisors
Connecticut
$174K +$174K +14,079 New
Stifel Financial
105
Stifel Financial
Missouri
$172K +$172K +13,931 New
CCM
106
Condor Capital Management
New Jersey
$168K +$169K +13,649 New
Commonwealth Equity Services
107
Commonwealth Equity Services
Massachusetts
$164K +$165K +13,377 New
AWA
108
Arete Wealth Advisors
Illinois
$156K +$507 +41 +0.3%
ECM
109
ExodusPoint Capital Management
New York
$142K +$143K +11,541 New
Envestnet Asset Management
110
Envestnet Asset Management
Illinois
$127K +$127K +10,276 New
EGM
111
Engineers Gate Manager
New York
$126K +$126K +10,200 New
WAM
112
Wealthspire Advisors (Maryland)
Maryland
$125K +$125K +10,120 New
PFGIA
113
Patriot Financial Group Insurance Agency
Massachusetts
$121K +$117K +9,506 +2,961%
Wells Fargo
114
Wells Fargo
California
$106K +$84.8K +6,861 +409%
AC
115
AlphaCore Capital
California
$100K +$100K +8,112 New
RA
116
Resource America
New York
$73K -$2.09M -169,051 -97%
HR
117
Howe & Rusling
New York
$64K +$32.5K +2,628 +101%
Canada Life
118
Canada Life
Manitoba, Canada
$56K +$56.6K +4,579 New
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$40K +$40.3K +3,258 New
SPIA
120
Steward Partners Investment Advisory
New York
$31K +$30.9K +2,500 New
ME
121
McIlrath & Eck
Washington
$30K +$29.7K +2,400 New
PA
122
Perennial Advisors
New York
$29K +$28.7K +2,320 New
CIA
123
CSat Investment Advisory
Michigan
$28K +$28.3K +2,293 New
SIS
124
Sound Income Strategies
Florida
$19K +$15.1K +1,226 +387%
APA
125
American Portfolios Advisors
New York
$13.2K

OBDC Hedge Fund Activity: Q2 2020 in Review

131 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q2 2020, worth a combined $1.67B — down 32% from $2.46B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new OBDC positions and 19 closed out — a net gain of 22 holders — while 63 added to existing stakes and 13 trimmed.

The largest buyer was Regents of the University of California, opening a new position worth an estimated $529M. The largest seller was Newlight Partners, cutting an estimated $39.1M.

  • 131 institutional investors held Blue Owl Capital (OBDC) as of Q2 2020, up from 109 in Q1 2020.
  • Funds reported $1.67B of Blue Owl Capital stock for Q2 2020, down 32% quarter-over-quarter.
  • 41 funds opened new Blue Owl Capital positions in Q2 2020 and 19 closed out, a net change of +22 holders.
  • The largest Blue Owl Capital buyer in Q2 2020 was Regents of the University of California, an estimated $529M added.
  • The largest Blue Owl Capital seller in Q2 2020 was Newlight Partners, an estimated $39.1M sold.

Based on aggregated 13F filings for Q2 2020.