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Blue Owl Capital
OBDC

153 hedge funds and large institutions have $1.89B invested in Blue Owl Capital in 2020 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 77 increasing their positions, 20 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

285% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 20

169% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 13

67% more funds holding in top 10

Funds holding in top 10: 9 → 15 (+6)

17% more funds holding

Funds holding: 131 → 153 (+22)

13% more capital invested

Capital invested by funds: $1.67B → $1.89B (+$216M)

5.95% more ownership

Funds ownership: 35.91% → 41.86% (+6%)

Holders
153
Holders Change
+22
Holders Change %
+16.79%
% of All Funds
3.09%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.3%
New
35
Increased
77
Reduced
20
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MIFH
Migdal Insurance & Financial Holdings
Israel
+$28M
2
HLA
Hamilton Lane Advisors
Pennsylvania
+$25.7M
3
TCA
Transcend Capital Advisors
New Jersey
+$21.8M
4
BlackRock
BlackRock
New York
+$20.2M
5
ICM
Indaba Capital Management
California
+$19.1M

Top Sellers

Rank Fund Capital Flow
1
NP
Newlight Partners
New York
-$22.6M
2
Marshall Wace
Marshall Wace
United Kingdom
-$5.14M
3
SFM
Soros Fund Management
New York
-$4.93M
4
Jane Street
Jane Street
New York
-$3.48M
5
MWNA
Marshall Wace North America
New York
-$2.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
126
Arete Wealth Advisors
Illinois
$157K +$3.69K +301 +2%
Creative Planning
127
Creative Planning
Kansas
$157K +$159K +12,977 New
PIA
128
Powell Investment Advisors
Florida
$152K +$150K +12,215 New
NCM
129
Northside Capital Management
Oregon
$147K +$150K +12,230 New
Walleye Trading
130
Walleye Trading
New York
$146K +$148K +12,105 New
D.E. Shaw & Co
131
D.E. Shaw & Co
New York
$145K +$147K +11,987 New
RJFSA
132
Raymond James Financial Services Advisors
Florida
$144K +$146K +11,947 New
Mirae Asset Global Investments
133
Mirae Asset Global Investments
South Korea
$137K +$139K +11,377 New
TRCT
134
Tower Research Capital (TRC)
New York
$133K +$135K +11,025 New
APP
135
Avantax Planning Partners
Iowa
$131K +$134K +10,900 New
APW
136
Austin Private Wealth
Texas
$124K +$126K +10,322 New
BWA
137
BDO Wealth Advisors
Florida
$111K -$98.4K -8,030 -47%
HR
138
Howe & Rusling
New York
$92K +$29.2K +2,382 +46%
Wells Fargo
139
Wells Fargo
California
$75K -$28.3K -2,310 -27%
RA
140
Resource America
New York
$72K – – –
PNC Financial Services Group
141
PNC Financial Services Group
Pennsylvania
$60K +$21.2K +1,732 +53%
BCA
142
Berman Capital Advisors
Georgia
$48K +$49K +4,000 New
CIA
143
CSat Investment Advisory
Michigan
$32K +$4.84K +395 +17%
SPIA
144
Steward Partners Investment Advisory
New York
$30K – – –
ME
145
McIlrath & Eck
Washington
$29K – – –
SIS
146
Sound Income Strategies
Florida
$19K – – –
CA
147
Clearstead Advisors
Ohio
$14K +$14.7K +1,200 New
APA
148
American Portfolios Advisors
New York
$12.9K – – –
Millennium Management
149
Millennium Management
New York
$12.2K +$9.65M +787,611 +348%
PFO
150
Pathstone Family Office
New Jersey
$12K – – –
3 4 5
6
7

OBDC Hedge Fund Activity: Q3 2020 in Review

153 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q3 2020, worth a combined $1.89B — up 13% from $1.67B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new OBDC positions and 13 closed out — a net gain of 22 holders — while 77 added to existing stakes and 20 trimmed.

The largest buyer was Migdal Insurance & Financial Holdings, adding an estimated $28M. The largest seller was Newlight Partners, exiting entirely with an estimated $22.6M sold.

  • 153 institutional investors held Blue Owl Capital (OBDC) as of Q3 2020, up from 131 in Q2 2020.
  • Funds reported $1.89B of Blue Owl Capital stock for Q3 2020, up 13% quarter-over-quarter.
  • 35 funds opened new Blue Owl Capital positions in Q3 2020 and 13 closed out, a net change of +22 holders.
  • The largest Blue Owl Capital buyer in Q3 2020 was Migdal Insurance & Financial Holdings, an estimated $28M added.
  • The largest Blue Owl Capital seller in Q3 2020 was Newlight Partners, an estimated $22.6M sold.

Based on aggregated 13F filings for Q3 2020.