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Blue Owl Capital

387 hedge funds and large institutions have $2.57B invested in Blue Owl Capital in 2024 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 165 increasing their positions, 101 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 101

52% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 31

30% more call options, than puts

Call options by funds: $24.9M | Put options by funds: $19.2M

3% more funds holding

Funds holding: 376387 (+11)

0% more funds holding in top 10

Funds holding in top 10: 2020 (0)

0.37% less ownership

Funds ownership: 43.26%42.88% (-0.37%)

1% less capital invested

Capital invested by funds: $2.6B → $2.57B (-$28.4M)

Holders
387
Holders Change
+11
Holders Change %
+2.93%
% of All Funds
5.59%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.29%
New
47
Increased
165
Reduced
101
Closed
31
Calls
$24.9M
Puts
$19.2M
Net Calls
+$5.7M
Net Calls Change
+$2.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
101
Steward Partners Investment Advisory
New York
$3.12M +$45K +2,816 +1%
VCP
102
Verus Capital Partners
Arizona
$3.11M +$336K +21,027 +12%
Invesco
103
Invesco
Georgia
$3.03M -$147K -9,165 -4%
TC
104
Truvestments Capital
Florida
$2.89M +$116K +7,240 +4%
D.E. Shaw & Co
105
D.E. Shaw & Co
New York
$2.87M +$1.25M +78,055 +72%
BCM
106
BluePointe Capital Management
California
$2.87M +$250K +15,656 +9%
MWM
107
Moran Wealth Management
Florida
$2.73M +$2.85M +178,022 New
SA
108
Sanctuary Advisors
Indiana
$2.67M +$2.68M +167,408 New
Barclays
109
Barclays
United Kingdom
$2.57M +$2.31M +144,282 +633%
QT
110
Quantbot Technologies
New York
$2.53M +$1.08M +67,475 +70%
JF
111
Jump Financial
Illinois
$2.51M -$449K -28,089 -15%
Aberdeen Group
112
Aberdeen Group
United Kingdom
$2.5M +$478K +29,868 +22%
CCIA
113
Campbell & Co Investment Adviser
Maryland
$2.49M +$225K +14,060 +9%
TP
114
Tranquility Partners
Tennessee
$2.34M -$205K -12,822 -8%
OFG
115
Oxford Financial Group
Indiana
$2.33M +$2.42M +151,530 New
AA
116
Ancora Advisors
Ohio
$2.32M +$3.46M +216,162 +880%
PAG
117
Private Advisor Group
New Jersey
$2.27M +$93K +5,816 +4%
CCP
118
Carmel Capital Partners
California
$2.11M +$134K +8,380 +7%
KWA
119
Kingswood Wealth Advisors
California
$2.1M +$151K +9,445 +7%
BIA
120
Beacon Investment Advisors
Maryland
$2.05M +$22.1K +1,382 +1%
SM
121
Sciencast Management
New Jersey
$2.03M +$2.11M +132,143 New
TWM
122
Tradition Wealth Management
Minnesota
$1.98M +$83.1K +5,199 +4%
FFG
123
Fortem Financial Group
California
$1.96M +$118K +7,361 +6%
DTL
124
Dynamic Technology Lab
Singapore
$1.95M +$2.03M +126,968 New
Mackenzie Financial
125
Mackenzie Financial
Ontario, Canada
$1.93M +$1.12M +69,807 +125%

OBDC Hedge Fund Activity: Q2 2024 in Review

387 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q2 2024, worth a combined $2.57B — down 1.1% from $2.6B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new OBDC positions and 31 closed out — a net gain of 16 holders — while 165 added to existing stakes and 101 trimmed.

The largest buyer was Two Sigma Advisers, adding an estimated $69.4M. The largest seller was Regents of the University of California, cutting an estimated $126M.

  • 387 institutional investors held Blue Owl Capital (OBDC) as of Q2 2024, up from 376 in Q1 2024.
  • Funds reported $2.57B of Blue Owl Capital stock for Q2 2024, down 1.1% quarter-over-quarter.
  • 47 funds opened new Blue Owl Capital positions in Q2 2024 and 31 closed out, a net change of +16 holders.
  • The largest Blue Owl Capital buyer in Q2 2024 was Two Sigma Advisers, an estimated $69.4M added.
  • The largest Blue Owl Capital seller in Q2 2024 was Regents of the University of California, an estimated $126M sold.

Based on aggregated 13F filings for Q2 2024.