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Blue Owl Capital

318 hedge funds and large institutions have $2.29B invested in Blue Owl Capital in 2023 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 121 increasing their positions, 80 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more call options, than puts

Call options by funds: $10.1M | Put options by funds: $5.3M

51% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 80

41% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 39

4% more funds holding

Funds holding: 306318 (+12)

3% more capital invested

Capital invested by funds: $2.23B → $2.29B (+$61.1M)

0.04% more ownership

Funds ownership: 42.4%42.43% (+0.04%)

10% less funds holding in top 10

Funds holding in top 10: 2119 (-2)

Holders
318
Holders Change
+12
Holders Change %
+3.92%
% of All Funds
5.05%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.3%
New
55
Increased
121
Reduced
80
Closed
39
Calls
$10.1M
Puts
$5.3M
Net Calls
+$4.78M
Net Calls Change
+$20.8M
Name Holding Trade Value Shares
Change
Change in
Stake
FFG
126
Fortem Financial Group
California
$1.19M +$663K +48,001 +126%
IF
127
Integrity Financial
Wyoming
$1.19M -$18.5K -1,340 -2%
Envestnet Asset Management
128
Envestnet Asset Management
Illinois
$1.11M +$48.1K +3,484 +5%
GFL
129
Granite FO LLC
New Hampshire
$1.11M
EGA
130
Eagle Global Advisors
Texas
$1.09M +$103K +7,440 +10%
Mackenzie Financial
131
Mackenzie Financial
Ontario, Canada
$1.06M +$500K +36,207 +84%
FNT
132
First National Trust
Pennsylvania
$1.05M
BAMF
133
BI Asset Management Fondsmaeglerselskab
Denmark
$1.04M +$5.34K +387 +0.5%
BA
134
Bard Associates
Illinois
$1.03M +$15K +1,090 +2%
BC
135
Barnett & Company
Tennessee
$1.02M -$11K -800 -1%
SWP
136
Strategic Wealth Partners
Ohio
$997K +$81K +5,865 +9%
SEC
137
Seven Eight Capital
New York
$977K +$974K +70,539 New
AA
138
ALPS Advisors
Colorado
$974K -$89.7K -6,500 -8%
CWM
139
Cornerstone Wealth Management
Missouri
$947K +$91.4K +6,619 +11%
AWS
140
Atria Wealth Solutions
New York
$944K +$12.5K +902 +1%
Balyasny Asset Management
141
Balyasny Asset Management
Illinois
$938K +$935K +67,699 New
BTI
142
Blue Trust Inc
Georgia
$905K +$16.6K +1,200 +2%
CWM
143
Congress Wealth Management
Massachusetts
$903K +$900K +65,222 New
First Trust Advisors
144
First Trust Advisors
Illinois
$860K -$46.1K -3,340 -5%
Susquehanna International Group
145
Susquehanna International Group
Pennsylvania
$852K +$541K +39,163 +175%
C
146
Certuity
Florida
$831K -$420K -30,447 -34%
AWA
147
Amplius Wealth Advisors
Pennsylvania
$829K -$4.43K -321 -0.5%
TCM
148
Triumph Capital Management
Colorado
$803K -$5.3K -384 -0.7%
SIC
149
Samalin Investment Counsel
New York
$791K +$104K +7,559 +15%
PVM
150
Palogic Value Management
Texas
$781K +$129K +9,358 +20%

OBDC Hedge Fund Activity: Q3 2023 in Review

318 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q3 2023, worth a combined $2.29B — up 2.7% from $2.23B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new OBDC positions and 39 closed out — a net gain of 16 holders — while 121 added to existing stakes and 80 trimmed.

The largest buyer was JP Morgan Private Wealth Advisors, opening a new position worth an estimated $32.1M. The largest seller was Enstar Group, exiting entirely with an estimated $53.1M sold.

  • 318 institutional investors held Blue Owl Capital (OBDC) as of Q3 2023, up from 306 in Q2 2023.
  • Funds reported $2.29B of Blue Owl Capital stock for Q3 2023, up 2.7% quarter-over-quarter.
  • 55 funds opened new Blue Owl Capital positions in Q3 2023 and 39 closed out, a net change of +16 holders.
  • The largest Blue Owl Capital buyer in Q3 2023 was JP Morgan Private Wealth Advisors, an estimated $32.1M added.
  • The largest Blue Owl Capital seller in Q3 2023 was Enstar Group, an estimated $53.1M sold.

Based on aggregated 13F filings for Q3 2023.