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Blue Owl Capital
OBDC

Overview Fund Activity

304 hedge funds and large institutions have $2.22B invested in Blue Owl Capital in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 123 increasing their positions, 76 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
+12
Holders Change %
+4.11%
% of All Funds
4.79%
Holding in Top 10
21
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12.5%
% of All Funds
0.33%
New
52
Increased
123
Reduced
76
Closed
35
Calls
$9.01M
Puts
$25M
Net Calls
-$16M
Net Calls Change
+$38.2M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$148M
2
BOCH
Blue Owl Capital Holdings
New York
$27.4M
3
Two Sigma Investments
Two Sigma Investments
New York
$6.83M
4
Marshall Wace
Marshall Wace
United Kingdom
$4.62M
5
Osaic Holdings
Osaic Holdings
Arizona
$11.1M

Top Sellers

1
SCM
SCS Capital Management
Massachusetts
$12.1M
2
OPERF
Oregon Public Employees Retirement Fund
Oregon
$46.6M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$0
4
ROTUOC
Regents of the University of California
California
$326M
5
AC
AlphaCore Capital
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
126
Barnett & Company
Tennessee
$996K -$56.4K -4,200 -5%
BA
127
Bard Associates
Illinois
$964K +$5.37K +400 +0.6%
EGA
128
Eagle Global Advisors
Texas
$956K +$57.7K +4,300 +6%
VCP
129
Verus Capital Partners
Arizona
$953K +$953K +71,000 New
AWS
130
Atria Wealth Solutions
New York
$903K +$199K +14,580 +28%
SWP
131
Strategic Wealth Partners
Ohio
$887K +$723K +53,868 +440%
SWP
132
Stratos Wealth Partners
Ohio
$883K +$279K +20,777 +46%
First Trust Advisors
133
First Trust Advisors
Illinois
$879K +$879K +65,464 New
PIWA
134
Prevail Innovative Wealth Advisors
Kansas
$860K +$860K +64,105 New
BTI
135
Blue Trust Inc
Georgia
$836K +$12.6K +1,000 +2%
CWM
136
Cornerstone Wealth Management
Missouri
$829K -$18.6K -1,386 -2%
Neuberger Berman Group
137
Neuberger Berman Group
New York
$819K -$1.02K -76 -0.1%
AWA
138
Amplius Wealth Advisors
Pennsylvania
$808K +$808K +60,189 New
ADIM
139
Alpha DNA Investment Management
Maryland
$806K -$317K -23,598 -28%
TCM
140
Triumph Capital Management
Colorado
$784K +$784K +56,989 New
CW
141
Channel Wealth
California
$735K +$156K +11,605 +27%
CAG
142
Csenge Advisory Group
Florida
$727K +$16.8K +1,251 +2%
HF
143
HRT Financial
New York
$724K +$724K +54,021 New
ECG
144
Edge Capital Group
Georgia
$720K – – –
PFGIA
145
Patriot Financial Group Insurance Agency
Massachusetts
$720K -$470 -35 -0.1%
IIA
146
IPG Investment Advisors
California
$700K -$1.1K -80 -0.2%
BFEC
147
Benjamin F. Edwards & Company
Missouri
$689K -$1.22K -91 -0.2%
IIM
148
InTrack Investment Management
Vermont
$677K -$93.1K -6,934 -12%
SIC
149
Samalin Investment Counsel
New York
$665K +$66.9K +4,987 +11%
AWA
150
Arkadios Wealth Advisors
Georgia
$662K +$1.3K +97 +0.2%
4 5
6
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