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Blue Owl Capital
OBDC

Overview Fund Activity

221 hedge funds and large institutions have $2.4B invested in Blue Owl Capital in 2021 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 94 increasing their positions, 53 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+15
Holders Change %
+7.28%
% of All Funds
3.88%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.33%
New
36
Increased
94
Reduced
53
Closed
19
Calls
$6.28M
Puts
$1.01M
Net Calls
+$5.27M
Net Calls Change
+$1.46M

Top Buyers

1
TCA
Transcend Capital Advisors
New Jersey
$64.4M
2
Fidelity International
Fidelity International
Bermuda
$40.4M
3
Morgan Stanley
Morgan Stanley
New York
$40.8M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$9.93M
5
Ameriprise
Ameriprise
Minnesota
$34.2M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$12M
2
OPERF
Oregon Public Employees Retirement Fund
Oregon
$3.99M
3
BPM
Blue Pool Management
Hong Kong
$79.2M
4
ROTUOC
Regents of the University of California
California
$529M
5
ICM
Indaba Capital Management
California
$29.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
126
Barnett & Company
Tennessee
$619K +$172K +12,200 +39%
Acadian Asset Management
127
Acadian Asset Management
Massachusetts
$612K -$560K -39,700 -48%
GC
128
Guggenheim Capital
Illinois
$612K -$555K -39,298 -48%
CWM
129
Cornerstone Wealth Management
Missouri
$578K +$16.1K +1,140 +3%
ECG
130
Edge Capital Group
Georgia
$570K +$151K +10,700 +36%
OBWG
131
Onyx Bridge Wealth Group
New York
$546K – – –
AA
132
Ancora Advisors
Ohio
$541K -$41.7K -2,952 -7%
VWA
133
V Wealth Advisors
Kansas
$497K +$37.8K +2,681 +8%
CAG
134
Csenge Advisory Group
Florida
$493K +$10.3K +728 +2%
Bank of Montreal
135
Bank of Montreal
Ontario, Canada
$492K +$347K +24,557 +240%
YMRC
136
Yorktown Management & Research Company
Virginia
$486K +$486K +34,450 New
SWP
137
Strategic Wealth Partners
Ohio
$484K +$484K +34,296 New
EW
138
Evoke Wealth
California
$476K +$57.7K +4,000 +14%
KM
139
Kalos Management
Georgia
$469K +$74.5K +5,118 +19%
Truist Financial
140
Truist Financial
North Carolina
$465K +$213K +15,058 +84%
S
141
SignatureFD
Georgia
$452K – – –
BP
142
Ballentine Partners
Massachusetts
$414K – – –
Cetera Investment Advisers
143
Cetera Investment Advisers
Illinois
$399K +$3.33K +236 +0.8%
SCM
144
Shelton Capital Management
Colorado
$388K -$102K -7,200 -21%
Goldman Sachs
145
Goldman Sachs
New York
$368K -$368K -26,094 -50%
RJFSA
146
Raymond James Financial Services Advisors
Florida
$367K +$22.8K +1,619 +7%
DFG
147
Demars Financial Group
Washington
$366K +$366K +25,921 New
MMA
148
Miracle Mile Advisors
California
$365K +$106K +7,487 +41%
ASFA
149
All Season Financial Advisors
Colorado
$364K +$364K +25,774 New
BRWA
150
B. Riley Wealth Advisors
Florida
$353K -$43.2K -3,060 -11%
4 5
6
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