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Blue Owl Capital
OBDC

153 hedge funds and large institutions have $1.89B invested in Blue Owl Capital in 2020 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 77 increasing their positions, 20 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

285% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 20

169% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 13

67% more funds holding in top 10

Funds holding in top 10: 9 → 15 (+6)

17% more funds holding

Funds holding: 131 → 153 (+22)

13% more capital invested

Capital invested by funds: $1.67B → $1.89B (+$216M)

5.95% more ownership

Funds ownership: 35.91% → 41.86% (+6%)

Holders
153
Holders Change
+22
Holders Change %
+16.79%
% of All Funds
3.09%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.3%
New
35
Increased
77
Reduced
20
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MIFH
Migdal Insurance & Financial Holdings
Israel
+$28M
2
HLA
Hamilton Lane Advisors
Pennsylvania
+$25.7M
3
TCA
Transcend Capital Advisors
New Jersey
+$21.8M
4
BlackRock
BlackRock
New York
+$20.2M
5
ICM
Indaba Capital Management
California
+$19.1M

Top Sellers

1
NP
Newlight Partners
New York
-$22.6M
2
Marshall Wace
Marshall Wace
United Kingdom
-$5.14M
3
SFM
Soros Fund Management
New York
-$4.93M
4
Jane Street
Jane Street
New York
-$3.48M
5
MWNA
Marshall Wace North America
New York
-$2.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
Thrivent Financial for Lutherans
101
Thrivent Financial for Lutherans
Minnesota
$413K +$420K +34,284 New
CL
102
CPWM LLC
Washington
$412K +$419K +34,175 New
AI
103
Atom Investors
Texas
$406K +$413K +33,679 New
William Blair & Company
104
William Blair & Company
Illinois
$393K +$133K +10,863 +50%
S
105
SignatureFD
Georgia
$386K +$72.9K +5,954 +23%
JP Morgan Chase
106
JP Morgan Chase
New York
$361K +$370K +30,169 New
BP
107
Ballentine Partners
Massachusetts
$354K +$120K +9,776 +50%
KM
108
Kalos Management
Georgia
$350K -$36.3K -2,959 -9%
C
109
Certuity
Florida
$327K +$111K +9,065 +50%
Walleye Capital
110
Walleye Capital
New York
$299K +$303K +24,767 New
TC
111
Truvestments Capital
Florida
$291K -$246K -20,048 -45%
CAN
112
Cetera Advisor Networks
California
$277K +$47.4K +3,866 +20%
CCM
113
Condor Capital Management
New Jersey
$275K +$112K +9,117 +67%
Deutsche Bank
114
Deutsche Bank
Germany
$268K – – –
PFGIA
115
Patriot Financial Group Insurance Agency
Massachusetts
$262K +$146K +11,904 +121%
Jane Street
116
Jane Street
New York
$252K -$3.48M -284,056 -93%
Envestnet Asset Management
117
Envestnet Asset Management
Illinois
$207K +$84.2K +6,871 +67%
Mercer Global Advisors
118
Mercer Global Advisors
Colorado
$207K +$211K +17,199 New
Goldman Sachs
119
Goldman Sachs
New York
$199K +$202K +16,528 New
SCM
120
Shelton Capital Management
Colorado
$191K – – –
ECG
121
Edge Capital Group
Georgia
$185K +$796 +65 +0.4%
CSS
122
Cubist Systematic Strategies
Connecticut
$182K -$156K -12,746 -46%
WAM
123
Wealthspire Advisors (Maryland)
Maryland
$181K +$60.2K +4,916 +49%
QSS
124
Quantitative Systematic Strategies
Florida
$174K +$177K +14,440 New
BAM
125
Blueshift Asset Management
New Jersey
$161K -$193K -15,716 -54%
3 4
5
6 7

OBDC Hedge Fund Activity: Q3 2020 in Review

153 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q3 2020, worth a combined $1.89B — up 13% from $1.67B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new OBDC positions and 13 closed out — a net gain of 22 holders — while 77 added to existing stakes and 20 trimmed.

The largest buyer was Migdal Insurance & Financial Holdings, adding an estimated $28M. The largest seller was Newlight Partners, exiting entirely with an estimated $22.6M sold.

  • 153 institutional investors held Blue Owl Capital (OBDC) as of Q3 2020, up from 131 in Q2 2020.
  • Funds reported $1.89B of Blue Owl Capital stock for Q3 2020, up 13% quarter-over-quarter.
  • 35 funds opened new Blue Owl Capital positions in Q3 2020 and 13 closed out, a net change of +22 holders.
  • The largest Blue Owl Capital buyer in Q3 2020 was Migdal Insurance & Financial Holdings, an estimated $28M added.
  • The largest Blue Owl Capital seller in Q3 2020 was Newlight Partners, an estimated $22.6M sold.

Based on aggregated 13F filings for Q3 2020.