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Blue Owl Capital

376 hedge funds and large institutions have $2.6B invested in Blue Owl Capital in 2024 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 160 increasing their positions, 93 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $7.46M | Put options by funds: $4.17M

72% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 93

59% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 37

5% more funds holding in top 10

Funds holding in top 10: 1920 (+1)

4% more funds holding

Funds holding: 360376 (+16)

0% more capital invested

Capital invested by funds: $2.58B → $2.6B (+$10.7M)

1.66% less ownership

Funds ownership: 44.91%43.26% (-1.7%)

Holders
376
Holders Change
+16
Holders Change %
+4.44%
% of All Funds
5.42%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.29%
New
59
Increased
160
Reduced
93
Closed
37
Calls
$7.46M
Puts
$4.17M
Net Calls
+$3.3M
Net Calls Change
+$9.55M
Name Holding Trade Value Shares
Change
Change in
Stake
VCP
101
Verus Capital Partners
Arizona
$2.79M +$255K +16,967 +10%
TC
102
Truvestments Capital
Florida
$2.78M +$129K +8,558 +5%
GC
103
Gilbert & Cook
Iowa
$2.78M +$21.2K +1,407 +0.8%
First Trust Advisors
104
First Trust Advisors
Illinois
$2.75M -$388K -25,791 -13%
WA
105
WESPAC Advisors
California
$2.75M -$46.4K -3,089 -2%
BCM
106
BluePointe Capital Management
California
$2.62M +$77.3K +5,144 +3%
PCA
107
Pallas Capital Advisors
Massachusetts
$2.58M +$647K +43,062 +35%
TP
108
Tranquility Partners
Tennessee
$2.54M +$72.5K +4,819 +3%
ACM
109
Aquatic Capital Management
Illinois
$2.47M +$1.12M +74,300 +86%
TC
110
TownSquare Capital
Utah
$2.41M -$72.9K -4,850 -3%
DAS
111
Diversify Advisory Services
Utah
$2.32M +$2.29M +152,143 New
CCIA
112
Campbell & Co Investment Adviser
Maryland
$2.28M +$2.23M +148,029 New
PIWA
113
Prevail Innovative Wealth Advisors
Kansas
$2.23M -$91.5K -6,088 -4%
PAG
114
Private Advisor Group
New Jersey
$2.18M -$15.5K -1,032 -0.7%
Aberdeen Group
115
Aberdeen Group
United Kingdom
$2.05M
BIA
116
Beacon Investment Advisors
Maryland
$2.03M +$138K +9,186 +7%
CCP
117
Carmel Capital Partners
California
$1.98M +$201K +13,354 +12%
KWA
118
Kingswood Wealth Advisors
California
$1.96M +$87.8K +5,837 +5%
Mercer Global Advisors
119
Mercer Global Advisors
Colorado
$1.93M -$1.46M -96,795 -44%
TWM
120
Tradition Wealth Management
Minnesota
$1.9M -$95.9K -6,376 -5%
IP
121
Intellectus Partners
California
$1.89M +$117K +7,808 +7%
OWP
122
Obermeyer Wealth Partners
Colorado
$1.85M +$1.81M +120,427 New
FFG
123
Fortem Financial Group
California
$1.85M +$122K +8,121 +7%
IFG
124
Independent Financial Group
California
$1.8M -$2.82M -187,761 -62%
Cetera Investment Advisers
125
Cetera Investment Advisers
Illinois
$1.72M +$1.02M +67,799 +154%

OBDC Hedge Fund Activity: Q1 2024 in Review

376 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q1 2024, worth a combined $2.6B — up 0.41% from $2.58B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new OBDC positions and 37 closed out — a net gain of 22 holders — while 160 added to existing stakes and 93 trimmed.

The largest buyer was VanEck Associates, adding an estimated $19.9M. The largest seller was Regents of the University of California, cutting an estimated $112M.

  • 376 institutional investors held Blue Owl Capital (OBDC) as of Q1 2024, up from 360 in Q4 2023.
  • Funds reported $2.6B of Blue Owl Capital stock for Q1 2024, up 0.41% quarter-over-quarter.
  • 59 funds opened new Blue Owl Capital positions in Q1 2024 and 37 closed out, a net change of +22 holders.
  • The largest Blue Owl Capital buyer in Q1 2024 was VanEck Associates, an estimated $19.9M added.
  • The largest Blue Owl Capital seller in Q1 2024 was Regents of the University of California, an estimated $112M sold.

Based on aggregated 13F filings for Q1 2024.