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Blue Owl Capital

387 hedge funds and large institutions have $2.57B invested in Blue Owl Capital in 2024 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 165 increasing their positions, 101 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 101

52% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 31

30% more call options, than puts

Call options by funds: $24.9M | Put options by funds: $19.2M

3% more funds holding

Funds holding: 376387 (+11)

0% more funds holding in top 10

Funds holding in top 10: 2020 (0)

0.37% less ownership

Funds ownership: 43.26%42.88% (-0.37%)

1% less capital invested

Capital invested by funds: $2.6B → $2.57B (-$28.4M)

Holders
387
Holders Change
+11
Holders Change %
+2.93%
% of All Funds
5.59%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.29%
New
47
Increased
165
Reduced
101
Closed
31
Calls
$24.9M
Puts
$19.2M
Net Calls
+$5.7M
Net Calls Change
+$2.4M
Name Holding Trade Value Shares
Change
Change in
Stake
IP
126
Intellectus Partners
California
$1.9M +$12.9K +809 +0.7%
OWP
127
Obermeyer Wealth Partners
Colorado
$1.89M +$43.7K +2,731 +2%
Qube Research & Technologies (QRT)
128
Qube Research & Technologies (QRT)
United Kingdom
$1.88M -$4.64M -290,094 -70%
DAS
129
Diversify Advisory Services
Utah
$1.86M -$500K -31,296 -21%
TC
130
TownSquare Capital
Utah
$1.85M -$585K -36,582 -23%
Cetera Investment Advisers
131
Cetera Investment Advisers
Illinois
$1.84M +$134K +8,378 +7%
IFG
132
Independent Financial Group
California
$1.84M +$44.8K +2,802 +2%
AWM
133
Apollon Wealth Management
South Carolina
$1.66M +$264K +16,517 +18%
WA
134
WESPAC Advisors
California
$1.65M -$1.14M -71,363 -40%
Mercer Global Advisors
135
Mercer Global Advisors
Colorado
$1.64M -$295K -18,473 -15%
LCWP
136
Legacy Capital Wealth Partners
Arkansas
$1.64M +$1.7M +106,494 New
SWM
137
SeaCrest Wealth Management
New York
$1.61M +$274K +17,151 +20%
PVM
138
Palogic Value Management
Texas
$1.6M +$40.8K +2,552 +3%
WI
139
WBI Investments
New Jersey
$1.55M -$84.8K -5,302 -5%
Lido Advisors
140
Lido Advisors
California
$1.48M +$388K +24,272 +35%
MCA
141
Magnolia Capital Advisors
Mississippi
$1.48M +$1.54M +96,368 New
OC
142
Oarsman Capital
Wisconsin
$1.48M -$188K -11,761 -11%
1832 Asset Management
143
1832 Asset Management
Ontario, Canada
$1.46M -$130K -8,123 -8%
CCM
144
Chaney Capital Management
Washington
$1.44M +$141K +8,840 +10%
HT
145
Headlands Technologies
Illinois
$1.44M +$1.45M +90,986 +3,542%
BCM
146
Brookstone Capital Management
Illinois
$1.42M -$142K -8,882 -9%
ET
147
Entropy Technologies
New York
$1.41M -$169K -10,590 -10%
APP
148
Avantax Planning Partners
Iowa
$1.32M
CFG
149
Citizens Financial Group
Rhode Island
$1.31M
GA
150
GFS Advisors
Texas
$1.3M +$735K +45,955 +84%

OBDC Hedge Fund Activity: Q2 2024 in Review

387 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q2 2024, worth a combined $2.57B — down 1.1% from $2.6B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new OBDC positions and 31 closed out — a net gain of 16 holders — while 165 added to existing stakes and 101 trimmed.

The largest buyer was Two Sigma Advisers, adding an estimated $69.4M. The largest seller was Regents of the University of California, cutting an estimated $126M.

  • 387 institutional investors held Blue Owl Capital (OBDC) as of Q2 2024, up from 376 in Q1 2024.
  • Funds reported $2.57B of Blue Owl Capital stock for Q2 2024, down 1.1% quarter-over-quarter.
  • 47 funds opened new Blue Owl Capital positions in Q2 2024 and 31 closed out, a net change of +16 holders.
  • The largest Blue Owl Capital buyer in Q2 2024 was Two Sigma Advisers, an estimated $69.4M added.
  • The largest Blue Owl Capital seller in Q2 2024 was Regents of the University of California, an estimated $126M sold.

Based on aggregated 13F filings for Q2 2024.