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Blue Owl Capital

318 hedge funds and large institutions have $2.29B invested in Blue Owl Capital in 2023 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 121 increasing their positions, 80 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more call options, than puts

Call options by funds: $10.1M | Put options by funds: $5.3M

51% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 80

41% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 39

4% more funds holding

Funds holding: 306318 (+12)

3% more capital invested

Capital invested by funds: $2.23B → $2.29B (+$61.1M)

0.04% more ownership

Funds ownership: 42.4%42.43% (+0.04%)

10% less funds holding in top 10

Funds holding in top 10: 2119 (-2)

Holders
318
Holders Change
+12
Holders Change %
+3.92%
% of All Funds
5.05%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.3%
New
55
Increased
121
Reduced
80
Closed
39
Calls
$10.1M
Puts
$5.3M
Net Calls
+$4.78M
Net Calls Change
+$20.8M
Name Holding Trade Value Shares
Change
Change in
Stake
DnB Asset Management
101
DnB Asset Management
Norway
$2.1M
PIWA
102
Prevail Innovative Wealth Advisors
Kansas
$2.08M +$1.19M +86,340 +135%
DFG
103
Demars Financial Group
Washington
$2.02M +$39.4K +2,854 +2%
Northern Trust
104
Northern Trust
Illinois
$1.96M +$188K +13,643 +11%
SIC
105
Salem Investment Counselors
North Carolina
$1.95M +$1.9M +137,355 New
Cerity Partners
106
Cerity Partners
New York
$1.94M -$3.38M -245,136 -64%
PAG
107
Private Advisor Group
New Jersey
$1.92M +$64.4K +4,667 +3%
PC
108
Prairiewood Capital
North Dakota
$1.75M +$248K +17,981 +17%
TWM
109
Tradition Wealth Management
Minnesota
$1.71M -$10.1K -734 -0.6%
BIA
110
Beacon Investment Advisors
Maryland
$1.67M -$92.4K -6,692 -5%
GG
111
Golden Green
South Carolina
$1.64M +$53.4K +3,865 +3%
IP
112
Intellectus Partners
California
$1.58M +$2.31K +167 +0.1%
SWP
113
Stratos Wealth Partners
Ohio
$1.51M +$592K +42,913 +65%
NIP
114
Nicholas Investment Partners
California
$1.48M +$1.47M +106,685 New
NA
115
NewEdge Advisors
Louisiana
$1.47M +$65.2K +4,726 +5%
AWM
116
Apollon Wealth Management
South Carolina
$1.46M +$8.86K +642 +0.6%
LCWP
117
Legacy Capital Wealth Partners
Arkansas
$1.46M +$1.45M +105,125 New
DFCM
118
Dark Forest Capital Management
Puerto Rico
$1.45M +$196K +14,171 +16%
MWM
119
Madison Wealth Management
Ohio
$1.36M -$1.6M -115,800 -53%
Aberdeen Group
120
Aberdeen Group
United Kingdom
$1.35M -$1.92M -138,745 -59%
BCM
121
Brookstone Capital Management
Illinois
$1.3M +$98.3K +7,124 +8%
SG Americas Securities
122
SG Americas Securities
New York
$1.25M -$683K -49,510 -35%
GIM
123
Greenwich Investment Management
Connecticut
$1.24M +$1.24M +89,690 New
BA
124
Bridgewater Associates
Connecticut
$1.21M +$1.21M +87,656 New
APP
125
Avantax Planning Partners
Iowa
$1.2M -$42K -3,046 -3%

OBDC Hedge Fund Activity: Q3 2023 in Review

318 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q3 2023, worth a combined $2.29B — up 2.7% from $2.23B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new OBDC positions and 39 closed out — a net gain of 16 holders — while 121 added to existing stakes and 80 trimmed.

The largest buyer was JP Morgan Private Wealth Advisors, opening a new position worth an estimated $32.1M. The largest seller was Enstar Group, exiting entirely with an estimated $53.1M sold.

  • 318 institutional investors held Blue Owl Capital (OBDC) as of Q3 2023, up from 306 in Q2 2023.
  • Funds reported $2.29B of Blue Owl Capital stock for Q3 2023, up 2.7% quarter-over-quarter.
  • 55 funds opened new Blue Owl Capital positions in Q3 2023 and 39 closed out, a net change of +16 holders.
  • The largest Blue Owl Capital buyer in Q3 2023 was JP Morgan Private Wealth Advisors, an estimated $32.1M added.
  • The largest Blue Owl Capital seller in Q3 2023 was Enstar Group, an estimated $53.1M sold.

Based on aggregated 13F filings for Q3 2023.