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Blue Owl Capital

263 hedge funds and large institutions have $2.54B invested in Blue Owl Capital in 2022 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 102 increasing their positions, 63 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 27

62% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 63

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

10% more funds holding

Funds holding: 240263 (+23)

7% more capital invested

Capital invested by funds: $2.37B → $2.54B (+$172M)

1.29% more ownership

Funds ownership: 42.5%43.79% (+1.3%)

14% less call options, than puts

Call options by funds: $4.83M | Put options by funds: $5.63M

Holders
263
Holders Change
+23
Holders Change %
+9.58%
% of All Funds
4.15%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.33%
New
52
Increased
102
Reduced
63
Closed
27
Calls
$4.83M
Puts
$5.63M
Net Calls
-$795K
Net Calls Change
-$1.8M
Name Holding Trade Value Shares
Change
Change in
Stake
RT
151
Rockland Trust
Massachusetts
$505K +$501K +34,178 New
KM
152
Kalos Management
Georgia
$501K +$10.7K +733 +2%
EW
153
Evoke Wealth
California
$498K
MIAN
154
Mariner Independent Advisor Network
Kansas
$497K +$80.2K +5,471 +20%
AWM
155
AE Wealth Management
Kansas
$491K -$452K -30,873 -48%
Koshinski Asset Management
156
Koshinski Asset Management
Illinois
$488K +$101K +6,865 +26%
SCA
157
Snowden Capital Advisors
New York
$474K +$323K +22,045 +219%
Cetera Investment Advisers
158
Cetera Investment Advisers
Illinois
$461K +$26.2K +1,791 +6%
RJFSA
159
Raymond James Financial Services Advisors
Florida
$454K -$27.1K -1,847 -6%
EGA
160
Eagle Global Advisors
Texas
$447K
BP
161
Ballentine Partners
Massachusetts
$433K
FC
162
FORA Capital
Florida
$432K +$428K +29,180 New
IWC
163
Integrated Wealth Concepts
Massachusetts
$414K +$56.6K +3,864 +16%
VWA
164
Visionary Wealth Advisors
Illinois
$407K +$75.3K +5,140 +23%
AWS
165
Atria Wealth Solutions
New York
$403K +$400K +27,293 New
SWP
166
Strategic Wealth Partners
Ohio
$388K -$62.3K -4,254 -14%
AMC
167
Asset Management Corp
Illinois
$385K -$180K -12,305 -32%
SEC
168
Seven Eight Capital
New York
$384K +$381K +25,969 New
TFA
169
Teamwork Financial Advisors
Texas
$378K -$466K -31,815 -55%
BRWA
170
B. Riley Wealth Advisors
Florida
$370K -$322 -22 -0.1%
DFG
171
Demars Financial Group
Washington
$366K -$34.9K -2,382 -9%
AWC
172
Abundance Wealth Counselors
Pennsylvania
$350K +$172K +11,714 +98%
TW
173
Transform Wealth
Colorado
$334K +$171K +11,700 +107%
JCM
174
Jag Capital Management
Missouri
$334K +$355K +24,234 New
YIH
175
Y-Intercept (HK)
Hong Kong
$333K -$47.1K -3,213 -12%

OBDC Hedge Fund Activity: Q1 2022 in Review

263 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q1 2022, worth a combined $2.54B — up 7.3% from $2.37B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new OBDC positions and 27 closed out — a net gain of 25 holders — while 102 added to existing stakes and 63 trimmed.

The largest buyer was Enstar Group, adding an estimated $55.4M. The largest seller was Indaba Capital Management, exiting entirely with an estimated $27.1M sold.

  • 263 institutional investors held Blue Owl Capital (OBDC) as of Q1 2022, up from 240 in Q4 2021.
  • Funds reported $2.54B of Blue Owl Capital stock for Q1 2022, up 7.3% quarter-over-quarter.
  • 52 funds opened new Blue Owl Capital positions in Q1 2022 and 27 closed out, a net change of +25 holders.
  • The largest Blue Owl Capital buyer in Q1 2022 was Enstar Group, an estimated $55.4M added.
  • The largest Blue Owl Capital seller in Q1 2022 was Indaba Capital Management, an estimated $27.1M sold.

Based on aggregated 13F filings for Q1 2022.