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Blue Owl Capital

131 hedge funds and large institutions have $1.67B invested in Blue Owl Capital in 2020 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 63 increasing their positions, 13 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

385% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 13

116% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 19

20% more funds holding

Funds holding: 109131 (+22)

14.47% more ownership

Funds ownership: 21.44%35.91% (+14%)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

32% less capital invested

Capital invested by funds: $2.46B → $1.67B (-$786M)

Holders
131
Holders Change
+22
Holders Change %
+20.18%
% of All Funds
2.69%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.18%
New
41
Increased
63
Reduced
13
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFO
126
Pathstone Family Office
New Jersey
$12K
1W
127
1776 Wealth
Georgia
$12K +$12.4K +1,000 New
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$9K
Franklin Resources
129
Franklin Resources
California
-$10.4M -900,000 Closed
HNB
130
Huntington National Bank
Ohio
-$7.24M -627,088 Closed
ClearBridge Investments
131
ClearBridge Investments
New York
-$5.21M -451,440 Closed
D.E. Shaw & Co
132
D.E. Shaw & Co
New York
-$2.86M -248,055 Closed
PI
133
Putnam Investments
Massachusetts
-$1.49M -129,474 Closed
UOC
134
UBS O'Connor
Illinois
-$1.39M -120,000 Closed
EW
135
Evoke Wealth
California
-$668K -56,030 Closed
OCM
136
Oaktree Capital Management
California
-$496K -43,000 Closed
CS
137
Credit Suisse
Switzerland
-$353K -30,618 Closed
Janus Henderson Group
138
Janus Henderson Group
United Kingdom
-$303K -26,288 Closed
MWM
139
Mission Wealth Management
California
-$281K -24,370 Closed
CRC
140
Curi RMB Capital
Illinois
-$220K -19,055 Closed
WAM
141
Weiss Asset Management
Massachusetts
-$208K -18,000 Closed
BCM
142
Bayesian Capital Management
New York
-$138K -12,000 Closed
Two Sigma Advisers
143
Two Sigma Advisers
New York
-$133K -11,500 Closed
TI
144
Trexquant Investment
Connecticut
-$120K -10,411 Closed
TRCT
145
Tower Research Capital (TRC)
New York
-$78K -6,694 Closed
AWA
146
Arkadios Wealth Advisors
Georgia
-$77.1K -6,684 Closed
VRM
147
Vectors Research Management
New York
-$12K -1,000 Closed
Fidelity Investments
148
Fidelity Investments
Massachusetts
+$12 +1 New
FMP
149
Financial Management Professionals
Texas
+$12 +1 +7%
FHA
150
Flagship Harbor Advisors
Massachusetts
+$988 +80 New

OBDC Hedge Fund Activity: Q2 2020 in Review

131 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q2 2020, worth a combined $1.67B — down 32% from $2.46B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new OBDC positions and 19 closed out — a net gain of 22 holders — while 63 added to existing stakes and 13 trimmed.

The largest buyer was Regents of the University of California, opening a new position worth an estimated $529M. The largest seller was Newlight Partners, cutting an estimated $39.1M.

  • 131 institutional investors held Blue Owl Capital (OBDC) as of Q2 2020, up from 109 in Q1 2020.
  • Funds reported $1.67B of Blue Owl Capital stock for Q2 2020, down 32% quarter-over-quarter.
  • 41 funds opened new Blue Owl Capital positions in Q2 2020 and 19 closed out, a net change of +22 holders.
  • The largest Blue Owl Capital buyer in Q2 2020 was Regents of the University of California, an estimated $529M added.
  • The largest Blue Owl Capital seller in Q2 2020 was Newlight Partners, an estimated $39.1M sold.

Based on aggregated 13F filings for Q2 2020.