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Blue Owl Capital
OBDC

Overview Fund Activity

239 hedge funds and large institutions have $2.36B invested in Blue Owl Capital in 2021 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 112 increasing their positions, 49 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
+18
Holders Change %
+8.14%
% 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
112
Reduced
49
Closed
22
Calls
$3.27M
Puts
$2.27M
Net Calls
+$1M
Net Calls Change
-$4.27M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$96.1M
2
Morgan Stanley
Morgan Stanley
New York
$58.2M
3
Invesco
Invesco
Georgia
$18.7M
4
Fidelity International
Fidelity International
Bermuda
$49.5M
5
Marshall Wace
Marshall Wace
United Kingdom
$8.17M

Top Sellers

1
BPM
Blue Pool Management
Hong Kong
$0
2
ROTUOC
Regents of the University of California
California
$455M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
4
BEP
Brookside Equity Partners
Connecticut
$0
5
MCAI
Members Capital Advisors Inc
Wisconsin
$22.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BP
151
Ballentine Partners
Massachusetts
$415K – – –
MIAN
152
Mariner Independent Advisor Network
Kansas
$399K +$103K +7,212 +35%
DFG
153
Demars Financial Group
Washington
$385K +$17.7K +1,246 +5%
Koshinski Asset Management
154
Koshinski Asset Management
Illinois
$370K +$101K +7,118 +37%
YIH
155
Y-Intercept (HK)
Hong Kong
$364K +$364K +25,717 New
BRWA
156
B. Riley Wealth Advisors
Florida
$355K +$992 +70 +0.3%
Bank of New York Mellon
157
Bank of New York Mellon
New York
$353K +$90.3K +6,385 +34%
TC
158
Truvestments Capital
Florida
$348K +$5.19K +366 +2%
IWC
159
Integrated Wealth Concepts
Massachusetts
$342K +$114K +8,030 +50%
IAA
160
Independent Advisor Alliance
North Carolina
$338K +$55.9K +3,942 +20%
ASFA
161
All Season Financial Advisors
Colorado
$319K -$45.9K -3,240 -13%
VWA
162
Visionary Wealth Advisors
Illinois
$317K +$14.1K +1,000 +5%
SWA
163
Strategies Wealth Advisors
Michigan
$308K +$308K +21,721 New
Brown Advisory
164
Brown Advisory
Maryland
$280K +$99.1K +7,000 +55%
GC
165
Guggenheim Capital
Illinois
$274K -$339K -23,959 -55%
QC
166
Quantedge Capital
Singapore
$272K +$272K +19,200 New
S
167
SignatureFD
Georgia
$269K -$185K -13,034 -41%
KA
168
Kovack Advisors
Florida
$258K -$70.7K -5,000 -22%
Acadian Asset Management
169
Acadian Asset Management
Massachusetts
$257K -$357K -25,241 -58%
AWM
170
Apollon Wealth Management
South Carolina
$255K +$255K +18,035 New
NFSG
171
Newbridge Financial Services Group
Florida
$248K +$248K +17,506 New
AAS
172
Avantax Advisory Services
Texas
$242K +$31.5K +2,224 +15%
PW
173
Peninsula Wealth
California
$236K +$4.95K +349 +2%
APA
174
American Portfolios Advisors
New York
$235K +$10K +708 +4%
NCP
175
NexWave Capital Partners
New York
$233K +$233K +16,425 New
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