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Blue Owl Capital

410 hedge funds and large institutions have $2.43B invested in Blue Owl Capital in 2024 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 174 increasing their positions, 88 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 37

98% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 88

9% more funds holding

Funds holding: 377410 (+33)

7% more capital invested

Capital invested by funds: $2.28B → $2.43B (+$157M)

1.05% more ownership

Funds ownership: 39.96%41.01% (+1%)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

49% less call options, than puts

Call options by funds: $10.6M | Put options by funds: $20.7M

Holders
410
Holders Change
+33
Holders Change %
+8.75%
% of All Funds
5.4%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.18%
New
78
Increased
174
Reduced
88
Closed
37
Calls
$10.6M
Puts
$20.7M
Net Calls
-$10.2M
Net Calls Change
-$9.42M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
126
Brookstone Capital Management
Illinois
$1.51M +$178K +11,813 +13%
LCWP
127
Legacy Capital Wealth Partners
Arkansas
$1.47M -$1.69M -112,222 -54%
FFG
128
Fortem Financial Group
California
$1.45M +$74.1K +4,916 +5%
1832 Asset Management
129
1832 Asset Management
Ontario, Canada
$1.44M -$6.71K -445 -0.5%
USCWA
130
U.S. Capital Wealth Advisors
Texas
$1.42M +$223K +14,801 +19%
CCM
131
Chaney Capital Management
Washington
$1.42M
VCP
132
Verus Capital Partners
Arizona
$1.41M +$748K +49,664 +114%
OC
133
Oarsman Capital
Wisconsin
$1.39M -$180K -11,926 -11%
CFG
134
Citizens Financial Group
Rhode Island
$1.29M
GA
135
GFS Advisors
Texas
$1.28M
HAG
136
HighPoint Advisor Group
Illinois
$1.23M +$8.45K +561 +0.7%
TC
137
TownSquare Capital
Utah
$1.22M -$297K -19,713 -20%
Bank of New York Mellon
138
Bank of New York Mellon
New York
$1.22M +$620K +41,172 +105%
APP
139
Avantax Planning Partners
Iowa
$1.19M -$33.8K -2,242 -3%
DAS
140
Diversify Advisory Services
Utah
$1.18M +$2.4K +159 +0.2%
ACM
141
Aquatic Capital Management
Illinois
$1.17M +$216K +14,332 +23%
GFL
142
Granite FO LLC
New Hampshire
$1.17M -$37.7K -2,500 -3%
Macquarie Group
143
Macquarie Group
Australia
$1.17M
SIC
144
Samalin Investment Counsel
New York
$1.16M +$43.8K +2,904 +4%
CL
145
Choreo LLC
Illinois
$1.15M +$3.95K +262 +0.4%
NPT
146
National Philanthropic Trust
Pennsylvania
$1.15M +$974K +64,640 +560%
EGM
147
Engineers Gate Manager
New York
$1.13M -$94.9K -6,297 -8%
Credit Agricole
148
Credit Agricole
France
$1.13M +$925K +61,364 +457%
Truist Financial
149
Truist Financial
North Carolina
$1.09M +$81.1K +5,381 +8%
BA
150
Bard Associates
Illinois
$1.06M -$70.8K -4,700 -6%

OBDC Hedge Fund Activity: Q4 2024 in Review

410 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q4 2024, worth a combined $2.43B — up 6.9% from $2.28B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new OBDC positions and 37 closed out — a net gain of 41 holders — while 174 added to existing stakes and 88 trimmed.

The largest buyer was Cresset Asset Management, adding an estimated $66.1M. The largest seller was VanEck Associates, cutting an estimated $45M.

  • 410 institutional investors held Blue Owl Capital (OBDC) as of Q4 2024, up from 377 in Q3 2024.
  • Funds reported $2.43B of Blue Owl Capital stock for Q4 2024, up 6.9% quarter-over-quarter.
  • 78 funds opened new Blue Owl Capital positions in Q4 2024 and 37 closed out, a net change of +41 holders.
  • The largest Blue Owl Capital buyer in Q4 2024 was Cresset Asset Management, an estimated $66.1M added.
  • The largest Blue Owl Capital seller in Q4 2024 was VanEck Associates, an estimated $45M sold.

Based on aggregated 13F filings for Q4 2024.