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Blue Owl Capital

274 hedge funds and large institutions have $1.73B invested in Blue Owl Capital in 2022 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 116 increasing their positions, 78 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 78

5% more funds holding in top 10

Funds holding in top 10: 1920 (+1)

9% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 33

0% less funds holding

Funds holding: 275274 (-1)

1.57% less ownership

Funds ownership: 43.77%42.21% (-1.6%)

19% less capital invested

Capital invested by funds: $2.13B → $1.73B (-$407M)

93% less call options, than puts

Call options by funds: $3.04M | Put options by funds: $42.6M

Holders
274
Holders Change
-1
Holders Change %
-0.36%
% of All Funds
4.72%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.34%
New
36
Increased
116
Reduced
78
Closed
33
Calls
$3.04M
Puts
$42.6M
Net Calls
-$39.5M
Net Calls Change
-$33M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
126
WESPAC Advisors
California
$714K -$427K -33,569 -33%
TC
127
Truvestments Capital
Florida
$711K +$173K +13,640 +25%
CP
128
Clayton Partners
California
$674K +$826K +65,000 New
IIM
129
InTrack Investment Management
Vermont
$645K +$43.2K +3,400 +6%
BCM
130
Brookstone Capital Management
Illinois
$599K +$2.15K +169 +0.3%
PFGIA
131
Patriot Financial Group Insurance Agency
Massachusetts
$596K +$13K +1,023 +2%
IIA
132
IPG Investment Advisors
California
$569K -$37.6K -2,957 -5%
GA
133
GraniteShares Advisors
New York
$561K -$8.21K -646 -1%
ACM
134
Aquatic Capital Management
Illinois
$553K +$458K +36,000 +208%
MAM
135
Morse Asset Management
Connecticut
$542K +$38.1K +3,000 +6%
CWM
136
Cornerstone Wealth Management
Missouri
$541K +$14.8K +1,168 +2%
CAG
137
Csenge Advisory Group
Florida
$527K -$75.5K -5,942 -10%
Koshinski Asset Management
138
Koshinski Asset Management
Illinois
$523K +$33.9K +2,664 +6%
MIAN
139
Mariner Independent Advisor Network
Kansas
$516K +$60.5K +4,759 +11%
CL
140
CPWM LLC
Washington
$508K -$52.1K -4,100 -8%
VWA
141
V Wealth Advisors
Kansas
$504K -$25.8K -2,033 -4%
Truist Financial
142
Truist Financial
North Carolina
$498K -$41.4K -3,258 -6%
GA
143
GFS Advisors
Texas
$486K
SWP
144
Stratos Wealth Partners
Ohio
$482K -$7.69K -605 -1%
AWM
145
AE Wealth Management
Kansas
$478K +$69.6K +5,471 +13%
Victory Capital Management
146
Victory Capital Management
Texas
$445K -$39.1K -3,077 -7%
PNC Financial Services Group
147
PNC Financial Services Group
Pennsylvania
$426K -$67.1K -5,276 -11%
Mackenzie Financial
148
Mackenzie Financial
Ontario, Canada
$407K -$181K -14,212 -27%
OBWG
149
Onyx Bridge Wealth Group
New York
$404K
AWE
150
Avidian Wealth Enterprises
Texas
$389K +$477K +37,500 New

OBDC Hedge Fund Activity: Q3 2022 in Review

274 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q3 2022, worth a combined $1.73B — down 19% from $2.13B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new OBDC positions and 33 closed out — a net gain of 3 holders — while 116 added to existing stakes and 78 trimmed.

The largest buyer was Mariner, adding an estimated $9.16M. The largest seller was Fidelity International, cutting an estimated $41M.

  • 274 institutional investors held Blue Owl Capital (OBDC) as of Q3 2022, down from 275 in Q2 2022.
  • Funds reported $1.73B of Blue Owl Capital stock for Q3 2022, down 19% quarter-over-quarter.
  • 36 funds opened new Blue Owl Capital positions in Q3 2022 and 33 closed out, a net change of +3 holders.
  • The largest Blue Owl Capital buyer in Q3 2022 was Mariner, an estimated $9.16M added.
  • The largest Blue Owl Capital seller in Q3 2022 was Fidelity International, an estimated $41M sold.

Based on aggregated 13F filings for Q3 2022.