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Blue Owl Capital

240 hedge funds and large institutions have $2.37B invested in Blue Owl Capital in 2021 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 113 increasing their positions, 49 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 49

105% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 22

44% more call options, than puts

Call options by funds: $3.27M | Put options by funds: $2.27M

8% more funds holding

Funds holding: 222240 (+18)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

0.76% less ownership

Funds ownership: 43.26%42.5% (-0.76%)

1% less capital invested

Capital invested by funds: $2.4B → $2.37B (-$32.8M)

Holders
240
Holders Change
+18
Holders Change %
+8.11%
% of All Funds
3.69%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.29%
New
45
Increased
113
Reduced
49
Closed
22
Calls
$3.27M
Puts
$2.27M
Net Calls
+$1M
Net Calls Change
-$4.27M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
126
Fidelity Investments
Massachusetts
$714K +$720K +50,400 New
ECG
127
Edge Capital Group
Georgia
$702K +$131K +9,194 +23%
FNT
128
First National Trust
Pennsylvania
$698K
BC
129
Barnett & Company
Tennessee
$696K +$75.8K +5,300 +12%
LC
130
Lindbrook Capital
California
$692K
GA
131
GraniteShares Advisors
New York
$687K +$694K +48,523 New
Victory Capital Management
132
Victory Capital Management
Texas
$672K -$19.5K -1,362 -3%
BFEC
133
Benjamin F. Edwards & Company
Missouri
$668K +$675K +47,200 New
AWA
134
Arkadios Wealth Advisors
Georgia
$663K -$279K -19,536 -29%
VWA
135
V Wealth Advisors
Kansas
$655K +$158K +11,035 +31%
CWM
136
Cornerstone Wealth Management
Missouri
$571K -$9.69K -678 -2%
Jane Street
137
Jane Street
New York
$546K +$292K +20,432 +113%
AMC
138
Asset Management Corp
Illinois
$543K +$548K +38,325 New
OBWG
139
Onyx Bridge Wealth Group
New York
$541K
AA
140
Ancora Advisors
Ohio
$529K -$14.3K -1,000 -3%
CAG
141
Csenge Advisory Group
Florida
$491K -$10.4K -728 -2%
YMRC
142
Yorktown Management & Research Company
Virginia
$488K
KM
143
Kalos Management
Georgia
$487K +$18.4K +1,289 +4%
EW
144
Evoke Wealth
California
$478K
MMA
145
Miracle Mile Advisors
California
$466K +$101K +7,042 +27%
IP
146
Intellectus Partners
California
$465K +$294K +20,597 +178%
RJFSA
147
Raymond James Financial Services Advisors
Florida
$461K +$93.4K +6,532 +25%
SWP
148
Strategic Wealth Partners
Ohio
$432K -$53.9K -3,774 -11%
FAN
149
Financial Advisors Network
California
$429K -$251K -17,550 -37%
EGA
150
Eagle Global Advisors
Texas
$428K +$175K +12,270 +68%

OBDC Hedge Fund Activity: Q4 2021 in Review

240 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q4 2021, worth a combined $2.37B — down 1.4% from $2.4B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new OBDC positions and 22 closed out — a net gain of 23 holders — while 113 added to existing stakes and 49 trimmed.

The largest buyer was Bank of America, adding an estimated $20.6M. The largest seller was Blue Pool Management, exiting entirely with an estimated $79.2M sold.

  • 240 institutional investors held Blue Owl Capital (OBDC) as of Q4 2021, up from 222 in Q3 2021.
  • Funds reported $2.37B of Blue Owl Capital stock for Q4 2021, down 1.4% quarter-over-quarter.
  • 45 funds opened new Blue Owl Capital positions in Q4 2021 and 22 closed out, a net change of +23 holders.
  • The largest Blue Owl Capital buyer in Q4 2021 was Bank of America, an estimated $20.6M added.
  • The largest Blue Owl Capital seller in Q4 2021 was Blue Pool Management, an estimated $79.2M sold.

Based on aggregated 13F filings for Q4 2021.