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Blue Owl Capital
OBDC

Overview Fund Activity

191 hedge funds and large institutions have $2.21B invested in Blue Owl Capital in 2020 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 79 increasing their positions, 31 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
+38
Holders Change %
+24.84%
% of All Funds
3.39%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.3%
New
60
Increased
79
Reduced
31
Closed
20
Calls
$180K
Puts
$469K
Net Calls
-$289K
Net Calls Change
-$289K

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$35.7M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$58.9M
3
TCA
3
Transcend Capital Advisors
New Jersey
$43.1M
4
ICM
4
Indaba Capital Management
California
$34.7M
5
RIA
5
RP Investment Advisors
Ontario, Canada
$11.1M

Top Sellers

1
MIFH
1
Migdal Insurance & Financial Holdings
Israel
$71.1M
2
UCFA
2
United Capital Financial Advisors
Texas
$19M
3
HLA
3
Hamilton Lane Advisors
Pennsylvania
$62.2M
4
MWNA
4
Marshall Wace North America
New York
$6.41M
5
UBS Group
5
UBS Group
Switzerland
$4.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
101
Commonwealth Equity Services
Massachusetts
$823K +$305K +24,071 +59%
Envestnet Asset Management
102
Envestnet Asset Management
Illinois
$812K +$595K +47,006 +274%
Rockefeller Capital Management
103
Rockefeller Capital Management
New York
$725K -$1.58M -124,813 -69%
JCM
104
Jag Capital Management
Missouri
$684K -$81.4K -6,422 -11%
BA
105
Bard Associates
Illinois
$661K – – –
MIG
106
Mariner Investment Group
New York
$633K +$633K +50,000 New
LC
107
Lindbrook Capital
California
$619K – – –
CAG
108
Csenge Advisory Group
Florida
$615K +$17.5K +1,383 +3%
HB
109
Homrich & Berg
Georgia
$611K -$246K -19,415 -29%
KA
110
Kovack Advisors
Florida
$601K +$164K +13,000 +38%
BCM
111
Brookstone Capital Management
Illinois
$576K -$18.4K -1,458 -3%
FI
112
FormulaFolio Investments
Michigan
$569K +$569K +44,907 New
PP
113
Paloma Partners
Connecticut
$558K +$558K +44,066 New
AA
114
Ancora Advisors
Ohio
$543K +$104K +8,218 +24%
SWP
115
Stratos Wealth Partners
Ohio
$538K -$13.6K -1,077 -2%
TWM
116
Tradition Wealth Management
Minnesota
$531K +$531K +41,937 New
ECG
117
EPIQ Capital Group
California
$525K +$15K +1,146 +3%
FNT
118
First National Trust
Pennsylvania
$524K +$524K +41,381 New
OBWG
119
Onyx Bridge Wealth Group
New York
$481K +$481K +37,956 New
Thrivent Financial for Lutherans
120
Thrivent Financial for Lutherans
Minnesota
$477K +$43.4K +3,430 +10%
Qube Research & Technologies (QRT)
121
Qube Research & Technologies (QRT)
United Kingdom
$460K -$446K -35,197 -49%
FC
122
FORA Capital
Florida
$458K +$458K +36,198 New
HF
123
HRT Financial
New York
$456K +$456K +36,069 New
CL
124
CPWM LLC
Washington
$433K – – –
TFA
125
Trinity Financial Advisors
Ohio
$431K +$431K +33,908 New
3 4
5
6 7