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Blue Owl Capital
OBDC

Overview Fund Activity

304 hedge funds and large institutions have $2.22B invested in Blue Owl Capital in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 123 increasing their positions, 76 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
+12
Holders Change %
+4.11%
% of All Funds
4.79%
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
123
Reduced
76
Closed
35
Calls
$9.01M
Puts
$25M
Net Calls
-$16M
Net Calls Change
+$38.2M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$148M
2
BOCH
2
Blue Owl Capital Holdings
New York
$27.4M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$6.83M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$4.62M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$11.1M

Top Sellers

1
SCM
1
SCS Capital Management
Massachusetts
$12.1M
2
OPERF
2
Oregon Public Employees Retirement Fund
Oregon
$46.6M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$0
4
ROTUOC
4
Regents of the University of California
California
$326M
5
AC
5
AlphaCore Capital
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
101
Steward Partners Investment Advisory
New York
$1.73M +$75.6K +5,636 +5%
Northern Trust
102
Northern Trust
Illinois
$1.71M +$404K +30,101 +31%
BIA
103
Beacon Investment Advisors
Maryland
$1.7M +$11.4K +852 +0.7%
EW
104
Evoke Wealth
California
$1.69M +$1.13M +82,091 +202%
TWM
105
Tradition Wealth Management
Minnesota
$1.67M -$120K -8,912 -7%
KWA
106
Kingswood Wealth Advisors
California
$1.6M +$1.6M +119,417 New
GG
107
Golden Green
South Carolina
$1.54M -$12.5K -934 -0.8%
IP
108
Intellectus Partners
California
$1.53M +$1.53M +111,379 New
PC
109
Prairiewood Capital
North Dakota
$1.46M +$1.46M +108,580 New
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
$1.41M +$1.1M +79,538 +358%
AWM
111
Apollon Wealth Management
South Carolina
$1.4M +$864K +64,402 +160%
NA
112
NewEdge Advisors
Louisiana
$1.36M -$62.8K -4,681 -4%
NVCHI
113
New Vernon Capital Holdings II
New Jersey
$1.24M -$295K -21,980 -19%
DFCM
114
Dark Forest Capital Management
Puerto Rico
$1.22M +$1.14M +85,115 +1,489%
BCM
115
Brookstone Capital Management
Illinois
$1.21M +$7.86K +580 +0.7%
C
116
Certuity
Florida
$1.21M +$196K +14,583 +19%
APP
117
Avantax Planning Partners
Iowa
$1.21M – – –
AWM
118
AE Wealth Management
Kansas
$1.18M +$7.53K +561 +0.6%
IF
119
Integrity Financial
Wyoming
$1.17M -$427K -31,811 -27%
GFL
120
Granite FO LLC
New Hampshire
$1.07M – – –
AAA
121
Adams Asset Advisors
Texas
$1.04M – – –
AA
122
ALPS Advisors
Colorado
$1.03M -$264K -19,700 -20%
Envestnet Asset Management
123
Envestnet Asset Management
Illinois
$1.03M -$51.6K -3,845 -5%
FNT
124
First National Trust
Pennsylvania
$1.01M – – –
BAMF
125
BI Asset Management Fondsmaeglerselskab
Denmark
$1.01M +$52.1K +3,887 +5%
3 4
5
6 7