We are live on ! Find out more
OBDC icon

Blue Owl Capital

240 hedge funds and large institutions have $2.37B invested in Blue Owl Capital in 2021 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 113 increasing their positions, 49 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 49

105% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 22

44% more call options, than puts

Call options by funds: $3.27M | Put options by funds: $2.27M

8% more funds holding

Funds holding: 222240 (+18)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

0.76% less ownership

Funds ownership: 43.26%42.5% (-0.76%)

1% less capital invested

Capital invested by funds: $2.4B → $2.37B (-$32.8M)

Holders
240
Holders Change
+18
Holders Change %
+8.11%
% 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
113
Reduced
49
Closed
22
Calls
$3.27M
Puts
$2.27M
Net Calls
+$1M
Net Calls Change
-$4.27M
Name Holding Trade Value Shares
Change
Change in
Stake
LCWP
101
Legacy Capital Wealth Partners
Arkansas
$1.2M +$44.8K +3,131 +4%
Envestnet Asset Management
102
Envestnet Asset Management
Illinois
$1.17M +$22.6K +1,579 +2%
EG
103
Enstar Group
Bermuda
$1.16M +$1.17M +81,953 New
CBB
104
Citizens Business Bank
California
$1.15M -$84.3K -5,900 -7%
WA
105
WESPAC Advisors
California
$1.14M -$183K -12,785 -14%
Aberdeen Group
106
Aberdeen Group
United Kingdom
$1.11M
TA
107
Tectonic Advisors
Texas
$1.09M +$417K +29,193 +61%
Baird Financial Group
108
Baird Financial Group
Wisconsin
$1.03M +$45.3K +3,171 +5%
CCP
109
Carmel Capital Partners
California
$1.03M +$1.04M +72,895 New
AR
110
Advisory Research
Illinois
$908K -$287K -20,073 -24%
AWM
111
AE Wealth Management
Kansas
$907K +$28.8K +2,013 +3%
BA
112
Bard Associates
Illinois
$893K -$34.3K -2,400 -4%
Truist Financial
113
Truist Financial
North Carolina
$882K +$420K +29,388 +89%
Thrivent Financial for Lutherans
114
Thrivent Financial for Lutherans
Minnesota
$849K
WANY
115
Wealthspire Advisors (New York)
New York
$842K +$8.29K +580 +1%
Mariner
116
Mariner
Kansas
$842K +$850K +59,433 New
PFGIA
117
Patriot Financial Group Insurance Agency
Massachusetts
$825K +$11.6K +811 +1%
TFA
118
Teamwork Financial Advisors
Texas
$813K +$26.2K +1,836 +3%
SWP
119
Stratos Wealth Partners
Ohio
$808K -$47.3K -3,311 -5%
GI
120
Glovista Investments
New Jersey
$806K -$85.8K -6,005 -10%
IIM
121
InTrack Investment Management
Vermont
$797K +$805K +56,282 New
VIA
122
Vident Investment Advisory
Georgia
$795K +$803K +56,163 New
IIA
123
IPG Investment Advisors
California
$784K +$38.4K +2,685 +5%
SPIA
124
Steward Partners Investment Advisory
New York
$781K +$35.4K +2,473 +5%
BCM
125
Brookstone Capital Management
Illinois
$755K -$27.5K -1,927 -4%

OBDC Hedge Fund Activity: Q4 2021 in Review

240 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q4 2021, worth a combined $2.37B — down 1.4% from $2.4B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new OBDC positions and 22 closed out — a net gain of 23 holders — while 113 added to existing stakes and 49 trimmed.

The largest buyer was Bank of America, adding an estimated $20.6M. The largest seller was Blue Pool Management, exiting entirely with an estimated $79.2M sold.

  • 240 institutional investors held Blue Owl Capital (OBDC) as of Q4 2021, up from 222 in Q3 2021.
  • Funds reported $2.37B of Blue Owl Capital stock for Q4 2021, down 1.4% quarter-over-quarter.
  • 45 funds opened new Blue Owl Capital positions in Q4 2021 and 22 closed out, a net change of +23 holders.
  • The largest Blue Owl Capital buyer in Q4 2021 was Bank of America, an estimated $20.6M added.
  • The largest Blue Owl Capital seller in Q4 2021 was Blue Pool Management, an estimated $79.2M sold.

Based on aggregated 13F filings for Q4 2021.