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Blue Owl Capital

240 hedge funds and large institutions have $2.37B invested in Blue Owl Capital in 2021 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 113 increasing their positions, 49 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 49

105% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 22

44% more call options, than puts

Call options by funds: $3.27M | Put options by funds: $2.27M

8% more funds holding

Funds holding: 222240 (+18)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

0.76% less ownership

Funds ownership: 43.26%42.5% (-0.76%)

1% less capital invested

Capital invested by funds: $2.4B → $2.37B (-$32.8M)

Holders
240
Holders Change
+18
Holders Change %
+8.11%
% of All Funds
3.69%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.29%
New
45
Increased
113
Reduced
49
Closed
22
Calls
$3.27M
Puts
$2.27M
Net Calls
+$1M
Net Calls Change
-$4.27M
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
151
Cetera Investment Advisers
Illinois
$417K +$16.8K +1,175 +4%
BP
152
Ballentine Partners
Massachusetts
$415K
MIAN
153
Mariner Independent Advisor Network
Kansas
$399K +$103K +7,212 +35%
DFG
154
Demars Financial Group
Washington
$385K +$17.8K +1,246 +5%
Koshinski Asset Management
155
Koshinski Asset Management
Illinois
$370K +$102K +7,118 +37%
YIH
156
Y-Intercept (HK)
Hong Kong
$364K +$368K +25,717 New
BRWA
157
B. Riley Wealth Advisors
Florida
$355K +$1K +70 +0.3%
Bank of New York Mellon
158
Bank of New York Mellon
New York
$353K +$91.3K +6,385 +34%
TC
159
Truvestments Capital
Florida
$348K +$5.23K +366 +2%
IWC
160
Integrated Wealth Concepts
Massachusetts
$342K +$115K +8,030 +50%
IAA
161
Independent Advisor Alliance
North Carolina
$338K +$56.4K +3,942 +20%
ASFA
162
All Season Financial Advisors
Colorado
$319K -$46.3K -3,240 -13%
VWA
163
Visionary Wealth Advisors
Illinois
$317K +$14.3K +1,000 +5%
SWA
164
Strategies Wealth Advisors
Michigan
$308K +$311K +21,721 New
Brown Advisory
165
Brown Advisory
Maryland
$280K +$100K +7,000 +55%
GC
166
Guggenheim Capital
Illinois
$274K -$342K -23,959 -55%
QC
167
Quantedge Capital
Singapore
$272K +$274K +19,200 New
S
168
SignatureFD
Georgia
$269K -$186K -13,034 -41%
KA
169
Kovack Advisors
Florida
$258K -$71.5K -5,000 -22%
Acadian Asset Management
170
Acadian Asset Management
Massachusetts
$257K -$361K -25,241 -58%
AWM
171
Apollon Wealth Management
South Carolina
$255K +$258K +18,035 New
NFSG
172
Newbridge Financial Services Group
Florida
$248K +$250K +17,506 New
AAS
173
Avantax Advisory Services
Texas
$242K +$31.8K +2,224 +15%
PW
174
Peninsula Wealth
California
$236K +$4.99K +349 +2%
APA
175
American Portfolios Advisors
New York
$235K +$10.1K +708 +4%

OBDC Hedge Fund Activity: Q4 2021 in Review

240 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q4 2021, worth a combined $2.37B — down 1.4% from $2.4B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new OBDC positions and 22 closed out — a net gain of 23 holders — while 113 added to existing stakes and 49 trimmed.

The largest buyer was Bank of America, adding an estimated $20.6M. The largest seller was Blue Pool Management, exiting entirely with an estimated $79.2M sold.

  • 240 institutional investors held Blue Owl Capital (OBDC) as of Q4 2021, up from 222 in Q3 2021.
  • Funds reported $2.37B of Blue Owl Capital stock for Q4 2021, down 1.4% quarter-over-quarter.
  • 45 funds opened new Blue Owl Capital positions in Q4 2021 and 22 closed out, a net change of +23 holders.
  • The largest Blue Owl Capital buyer in Q4 2021 was Bank of America, an estimated $20.6M added.
  • The largest Blue Owl Capital seller in Q4 2021 was Blue Pool Management, an estimated $79.2M sold.

Based on aggregated 13F filings for Q4 2021.