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Blue Owl Capital
OBDC

Overview Fund Activity

358 hedge funds and large institutions have $2.58B invested in Blue Owl Capital in 2023 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 150 increasing their positions, 82 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
+42
Holders Change %
+13.29%
% of All Funds
5.25%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
75
Increased
150
Reduced
82
Closed
26
Calls
$5.47M
Puts
$11.7M
Net Calls
-$6.26M
Net Calls Change
-$11M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$141M
2
OPERF
2
Oregon Public Employees Retirement Fund
Oregon
$73.8M
3
LSV Asset Management
3
LSV Asset Management
Illinois
$51.2M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$45.7M
5
Goldman Sachs
5
Goldman Sachs
New York
$16.2M

Top Sellers

1
ROTUOC
1
Regents of the University of California
California
$258M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$3.09M
3
MCAI
3
Members Capital Advisors Inc
Wisconsin
$0
4
TFA
4
Trinity Financial Advisors
Ohio
$12.4M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$13.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
101
TownSquare Capital
Utah
$2.39M +$117K +7,935 +5%
PC
102
Prairiewood Capital
North Dakota
$2.38M +$511K +34,614 +27%
TP
103
Tranquility Partners
Tennessee
$2.36M -$266K -18,022 -10%
DI
104
DFPG Investments
Utah
$2.33M – – –
PIWA
105
Prevail Innovative Wealth Advisors
Kansas
$2.23M +$9K +610 +0.4%
PAG
106
Private Advisor Group
New Jersey
$2.11M +$63.8K +4,320 +3%
GIM
107
Greenwich Investment Management
Connecticut
$2.07M +$748K +50,700 +57%
Aberdeen Group
108
Aberdeen Group
United Kingdom
$1.97M +$531K +36,006 +37%
TWM
109
Tradition Wealth Management
Minnesota
$1.92M +$101K +6,827 +6%
D.E. Shaw & Co
110
D.E. Shaw & Co
New York
$1.88M -$3.18M -215,566 -63%
PCA
111
Pallas Capital Advisors
Massachusetts
$1.84M -$2.15M -145,722 -54%
BIA
112
Beacon Investment Advisors
Maryland
$1.81M +$38.7K +2,621 +2%
KWA
113
Kingswood Wealth Advisors
California
$1.79M +$1.22M +82,419 +212%
Manulife (Manufacturers Life Insurance)
114
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.74M +$1.74M +117,776 New
DTL
115
Dynamic Technology Lab
Singapore
$1.73M +$1.73M +117,024 New
CCP
116
Carmel Capital Partners
California
$1.71M -$564K -38,202 -25%
IP
117
Intellectus Partners
California
$1.7M +$10.3K +683 +0.6%
FFG
118
Fortem Financial Group
California
$1.65M +$382K +25,848 +30%
NA
119
NewEdge Advisors
Louisiana
$1.59M +$27K +1,827 +2%
LCWP
120
Legacy Capital Wealth Partners
Arkansas
$1.59M +$37.4K +2,532 +2%
NIP
121
Nicholas Investment Partners
California
$1.57M – – –
OC
122
Oarsman Capital
Wisconsin
$1.51M +$1.51M +102,564 New
Capital Fund Management (CFM)
123
Capital Fund Management (CFM)
France
$1.48M +$1.48M +100,341 New
BCM
124
Brookstone Capital Management
Illinois
$1.47M +$45.2K +3,064 +3%
BA
125
Bridgewater Associates
Connecticut
$1.46M +$168K +11,402 +13%
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5
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