OBDC icon

Blue Owl Capital
OBDC

Overview Fund Activity

358 hedge funds and large institutions have $2.58B invested in Blue Owl Capital in 2023 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 150 increasing their positions, 82 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
+42
Holders Change %
+13.29%
% of All Funds
5.25%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
75
Increased
150
Reduced
82
Closed
26
Calls
$5.47M
Puts
$11.7M
Net Calls
-$6.26M
Net Calls Change
-$11M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$141M
2
OPERF
2
Oregon Public Employees Retirement Fund
Oregon
$73.8M
3
LSV Asset Management
3
LSV Asset Management
Illinois
$51.2M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$45.7M
5
Goldman Sachs
5
Goldman Sachs
New York
$16.2M

Top Sellers

1
ROTUOC
1
Regents of the University of California
California
$258M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$3.09M
3
MCAI
3
Members Capital Advisors Inc
Wisconsin
$0
4
TFA
4
Trinity Financial Advisors
Ohio
$12.4M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$13.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
ICM
126
Indaba Capital Management
California
$1.37M -$2.61M -176,807 -66%
PVM
127
Palogic Value Management
Texas
$1.29M +$455K +30,853 +55%
APP
128
Avantax Planning Partners
Iowa
$1.28M – – –
ACM
129
Aquatic Capital Management
Illinois
$1.27M +$1.11M +75,100 +677%
HAG
130
HighPoint Advisor Group
Illinois
$1.26M +$1.26M +82,052 New
Envestnet Asset Management
131
Envestnet Asset Management
Illinois
$1.26M +$77.6K +5,257 +7%
CCM
132
Chaney Capital Management
Washington
$1.25M +$1.25M +85,000 New
EGA
133
Eagle Global Advisors
Texas
$1.25M +$87.8K +5,950 +8%
AWM
134
Apollon Wealth Management
South Carolina
$1.24M -$311K -21,099 -20%
GFL
135
Granite FO LLC
New Hampshire
$1.18M – – –
IF
136
Integrity Financial
Wyoming
$1.17M -$95.1K -6,444 -7%
Koshinski Asset Management
137
Koshinski Asset Management
Illinois
$1.17M +$499K +33,819 +74%
BC
138
Barnett & Company
Tennessee
$1.14M +$58.3K +3,950 +5%
Macquarie Group
139
Macquarie Group
Australia
$1.14M +$518K +35,100 +83%
FNT
140
First National Trust
Pennsylvania
$1.14M +$20.7K +1,400 +2%
BAMF
141
BI Asset Management Fondsmaeglerselskab
Denmark
$1.11M – – –
BA
142
Bard Associates
Illinois
$1.11M +$6.35K +420 +0.6%
IAS
143
Insigneo Advisory Services
Florida
$1.1M +$1.1M +72,881 New
AWS
144
Atria Wealth Solutions
New York
$1.07M +$68.3K +4,552 +7%
WAG
145
Winthrop Advisory Group
Massachusetts
$1.06M +$1.06M +71,600 New
SWP
146
Strategic Wealth Partners
Ohio
$1.04M -$20.7K -1,400 -2%
AWM
147
AE Wealth Management
Kansas
$1.01M +$305K +20,180 +43%
AA
148
ALPS Advisors
Colorado
$986K -$51.7K -3,500 -5%
CWM
149
Congress Wealth Management
Massachusetts
$963K – – –
SIC
150
Samalin Investment Counsel
New York
$952K +$109K +7,390 +13%
4 5
6
7 8