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Blue Owl Capital
OBDC

Overview Fund Activity

239 hedge funds and large institutions have $2.36B invested in Blue Owl Capital in 2021 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 112 increasing their positions, 49 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
+18
Holders Change %
+8.14%
% of All Funds
3.69%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.29%
New
45
Increased
112
Reduced
49
Closed
22
Calls
$3.27M
Puts
$2.27M
Net Calls
+$1M
Net Calls Change
-$4.27M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$96.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$58.2M
3
Invesco
3
Invesco
Georgia
$18.7M
4
Fidelity International
4
Fidelity International
Bermuda
$49.5M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$8.17M

Top Sellers

1
BPM
1
Blue Pool Management
Hong Kong
$0
2
ROTUOC
2
Regents of the University of California
California
$455M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$0
4
BEP
4
Brookside Equity Partners
Connecticut
$0
5
MCAI
5
Members Capital Advisors Inc
Wisconsin
$22.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
101
Envestnet Asset Management
Illinois
$1.17M +$22.4K +1,579 +2%
EG
102
Enstar Group
Bermuda
$1.16M +$1.16M +81,953 New
CBB
103
Citizens Business Bank
California
$1.15M -$83.5K -5,900 -7%
WA
104
WESPAC Advisors
California
$1.14M -$181K -12,785 -14%
Aberdeen Group
105
Aberdeen Group
United Kingdom
$1.11M – – –
TA
106
Tectonic Advisors
Texas
$1.09M +$413K +29,193 +61%
Baird Financial Group
107
Baird Financial Group
Wisconsin
$1.03M +$44.9K +3,171 +5%
CCP
108
Carmel Capital Partners
California
$1.03M +$1.03M +72,895 New
AR
109
Advisory Research
Illinois
$908K -$284K -20,073 -24%
AWM
110
AE Wealth Management
Kansas
$907K +$28.5K +2,013 +3%
BA
111
Bard Associates
Illinois
$893K -$34K -2,400 -4%
Truist Financial
112
Truist Financial
North Carolina
$882K +$416K +29,388 +89%
Thrivent Financial for Lutherans
113
Thrivent Financial for Lutherans
Minnesota
$849K – – –
WANY
114
Wealthspire Advisors (New York)
New York
$842K +$8.22K +580 +1%
Mariner
115
Mariner
Kansas
$842K +$842K +59,433 New
PFGIA
116
Patriot Financial Group Insurance Agency
Massachusetts
$825K +$11.5K +811 +1%
TFA
117
Teamwork Financial Advisors
Texas
$813K +$26K +1,836 +3%
SWP
118
Stratos Wealth Partners
Ohio
$808K -$46.9K -3,311 -5%
GI
119
Glovista Investments
New Jersey
$806K -$85K -6,005 -10%
IIM
120
InTrack Investment Management
Vermont
$797K +$797K +56,282 New
VIA
121
Vident Investment Advisory
Georgia
$795K +$795K +56,163 New
IIA
122
IPG Investment Advisors
California
$784K +$38.9K +2,685 +5%
SPIA
123
Steward Partners Investment Advisory
New York
$781K +$35K +2,473 +5%
BCM
124
Brookstone Capital Management
Illinois
$755K -$27.9K -1,927 -4%
Fidelity Investments
125
Fidelity Investments
Massachusetts
$714K +$714K +50,400 New
3 4
5
6 7