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Blue Owl Capital
OBDC

306 hedge funds and large institutions have $2.23B invested in Blue Owl Capital in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 124 increasing their positions, 76 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 76

49% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 35

4% more funds holding

Funds holding: 294 → 306 (+12)

2% more capital invested

Capital invested by funds: $2.19B → $2.23B (+$44.1M)

1.98% less ownership

Funds ownership: 44.38% → 42.4% (-2%)

13% less funds holding in top 10

Funds holding in top 10: 24 → 21 (-3)

64% less call options, than puts

Call options by funds: $9.01M | Put options by funds: $25M

Holders
306
Holders Change
+12
Holders Change %
+4.08%
% of All Funds
4.8%
Holding in Top 10
21
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12.5%
% of All Funds
0.33%
New
52
Increased
124
Reduced
76
Closed
35
Calls
$9.01M
Puts
$25M
Net Calls
-$16M
Net Calls Change
+$38.2M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$12.3M
2
BOCH
Blue Owl Capital Holdings
New York
+$6.17M
3
Two Sigma Investments
Two Sigma Investments
New York
+$5.33M
4
Marshall Wace
Marshall Wace
United Kingdom
+$4.5M
5
Osaic Holdings
Osaic Holdings
Arizona
+$3.77M

Top Sellers

1
OPERF
Oregon Public Employees Retirement Fund
Oregon
-$65.1M
2
JMPWA
JP Morgan Private Wealth Advisors
California
-$27.2M
3
ROTUOC
Regents of the University of California
California
-$13.5M
4
AC
AlphaCore Capital
California
-$11.6M
5
SCM
SCS Capital Management
Massachusetts
-$11.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
JF
101
Jump Financial
Illinois
$1.77M +$1.57M +120,014 +1,006%
SPIA
102
Steward Partners Investment Advisory
New York
$1.73M +$73.7K +5,636 +5%
Northern Trust
103
Northern Trust
Illinois
$1.71M +$394K +30,101 +31%
BIA
104
Beacon Investment Advisors
Maryland
$1.7M +$11.1K +852 +0.7%
EW
105
Evoke Wealth
California
$1.69M +$1.07M +82,091 +202%
TWM
106
Tradition Wealth Management
Minnesota
$1.67M -$117K -8,912 -7%
KWA
107
Kingswood Wealth Advisors
California
$1.6M +$1.56M +119,417 New
GG
108
Golden Green
South Carolina
$1.54M -$12.2K -934 -0.8%
IP
109
Intellectus Partners
California
$1.53M +$1.46M +111,379 New
PC
110
Prairiewood Capital
North Dakota
$1.46M +$1.42M +108,580 New
Bank of Montreal
111
Bank of Montreal
Ontario, Canada
$1.41M +$1.04M +79,538 +358%
AWM
112
Apollon Wealth Management
South Carolina
$1.4M +$842K +64,402 +160%
NA
113
NewEdge Advisors
Louisiana
$1.36M -$61.2K -4,681 -4%
NVCHI
114
New Vernon Capital Holdings II
New Jersey
$1.24M -$287K -21,980 -19%
DFCM
115
Dark Forest Capital Management
Puerto Rico
$1.22M +$1.11M +85,115 +1,489%
BCM
116
Brookstone Capital Management
Illinois
$1.21M +$7.58K +580 +0.7%
C
117
Certuity
Florida
$1.21M +$191K +14,583 +19%
APP
118
Avantax Planning Partners
Iowa
$1.21M – – –
AWM
119
AE Wealth Management
Kansas
$1.18M +$7.33K +561 +0.6%
IF
120
Integrity Financial
Wyoming
$1.17M -$416K -31,811 -27%
GFL
121
Granite FO LLC
New Hampshire
$1.07M – – –
AAA
122
Adams Asset Advisors
Texas
$1.04M – – –
AA
123
ALPS Advisors
Colorado
$1.03M -$258K -19,700 -20%
Envestnet Asset Management
124
Envestnet Asset Management
Illinois
$1.03M -$50.3K -3,845 -5%
FNT
125
First National Trust
Pennsylvania
$1.01M – – –
3 4
5
6 7

OBDC Hedge Fund Activity: Q2 2023 in Review

306 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q2 2023, worth a combined $2.23B — up 2% from $2.19B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new OBDC positions and 35 closed out — a net gain of 17 holders — while 124 added to existing stakes and 76 trimmed.

The largest buyer was Bank of America, adding an estimated $12.3M. The largest seller was Oregon Public Employees Retirement Fund, cutting an estimated $65.1M.

  • 306 institutional investors held Blue Owl Capital (OBDC) as of Q2 2023, up from 294 in Q1 2023.
  • Funds reported $2.23B of Blue Owl Capital stock for Q2 2023, up 2% quarter-over-quarter.
  • 52 funds opened new Blue Owl Capital positions in Q2 2023 and 35 closed out, a net change of +17 holders.
  • The largest Blue Owl Capital buyer in Q2 2023 was Bank of America, an estimated $12.3M added.
  • The largest Blue Owl Capital seller in Q2 2023 was Oregon Public Employees Retirement Fund, an estimated $65.1M sold.

Based on aggregated 13F filings for Q2 2023.