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Blue Owl Capital
OBDC

294 hedge funds and large institutions have $2.19B invested in Blue Owl Capital in 2023 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 138 increasing their positions, 73 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 73

4% more funds holding in top 10

Funds holding in top 10: 23 → 24 (+1)

1.15% more ownership

Funds ownership: 43.23% → 44.38% (+1.2%)

4% less capital invested

Capital invested by funds: $2.29B → $2.19B (-$102M)

10% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 41

2% less funds holding

Funds holding: 301 → 294 (-7)

82% less call options, than puts

Call options by funds: $11.7M | Put options by funds: $66M

Holders
294
Holders Change
-7
Holders Change %
-2.33%
% of All Funds
4.69%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.38%
New
37
Increased
138
Reduced
73
Closed
41
Calls
$11.7M
Puts
$66M
Net Calls
-$54.2M
Net Calls Change
+$52.4M

Top Buyers

1
OPERF
Oregon Public Employees Retirement Fund
Oregon
+$116M
2
SIS
Sound Income Strategies
Florida
+$27.5M
3
BOCH
Blue Owl Capital Holdings
New York
+$11.6M
4
GCM
Greenland Capital Management
New York
+$6.15M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$5.06M

Top Sellers

1
EG
Enstar Group
Bermuda
-$25.6M
2
ROTUOC
Regents of the University of California
California
-$21.9M
3
Renaissance Technologies
Renaissance Technologies
New York
-$15M
4
Citadel Advisors
Citadel Advisors
Florida
-$14.6M
5
AC
AlphaCore Capital
California
-$12.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
101
Private Advisor Group
New Jersey
$1.54M +$133K +10,321 +9%
IF
102
Integrity Financial
Wyoming
$1.5M -$274K -21,255 -15%
GG
103
Golden Green
South Carolina
$1.46M +$1.49M +115,675 New
NVCHI
104
New Vernon Capital Holdings II
New Jersey
$1.44M +$274K +21,277 +23%
TC
105
TownSquare Capital
Utah
$1.36M +$1.58K +123 +0.1%
NA
106
NewEdge Advisors
Louisiana
$1.33M +$121K +9,365 +10%
Two Sigma Investments
107
Two Sigma Investments
New York
$1.28M +$1.3M +101,349 New
LCWP
108
Legacy Capital Wealth Partners
Arkansas
$1.24M +$70.6K +5,482 +6%
Northern Trust
109
Northern Trust
Illinois
$1.23M -$58.8K -4,567 -4%
AA
110
ALPS Advisors
Colorado
$1.22M -$38.6K -3,000 -3%
CSS
111
Cubist Systematic Strategies
Connecticut
$1.19M -$6.91M -536,590 -85%
BCM
112
Brookstone Capital Management
Illinois
$1.15M +$413K +32,094 +56%
ECM
113
ExodusPoint Capital Management
New York
$1.14M +$974K +75,679 +510%
APP
114
Avantax Planning Partners
Iowa
$1.13M – – –
AWM
115
AE Wealth Management
Kansas
$1.11M +$506K +39,284 +81%
WA
116
WESPAC Advisors
California
$1.06M +$1.08M +83,998 New
ADIM
117
Alpha DNA Investment Management
Maryland
$1.06M +$1.08M +83,694 New
GFL
118
Granite FO LLC
New Hampshire
$1.04M – – –
Envestnet Asset Management
119
Envestnet Asset Management
Illinois
$1.02M -$322K -25,030 -24%
KI
120
Kula Investments
Illinois
$1M +$872K +67,773 +583%
BC
121
Barnett & Company
Tennessee
$989K -$115K -8,950 -10%
AAA
122
Adams Asset Advisors
Texas
$979K – – –
C
123
Certuity
Florida
$956K +$901 +70 +0.1%
FNT
124
First National Trust
Pennsylvania
$953K – – –
DI
125
DFPG Investments
Utah
$947K +$1.12K +87 +0.1%
3 4
5
6 7

OBDC Hedge Fund Activity: Q1 2023 in Review

294 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q1 2023, worth a combined $2.19B — down 4.4% from $2.29B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of OBDC and 37 opened new positions — a net loss of 4 holders — while 73 trimmed existing stakes and 138 added.

The largest buyer was Oregon Public Employees Retirement Fund, opening a new position worth an estimated $116M. The largest seller was Enstar Group, cutting an estimated $25.6M.

  • 294 institutional investors held Blue Owl Capital (OBDC) as of Q1 2023, down from 301 in Q4 2022.
  • Funds reported $2.19B of Blue Owl Capital stock for Q1 2023, down 4.4% quarter-over-quarter.
  • 37 funds opened new Blue Owl Capital positions in Q1 2023 and 41 closed out, a net change of -4 holders.
  • The largest Blue Owl Capital buyer in Q1 2023 was Oregon Public Employees Retirement Fund, an estimated $116M added.
  • The largest Blue Owl Capital seller in Q1 2023 was Enstar Group, an estimated $25.6M sold.

Based on aggregated 13F filings for Q1 2023.