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Blue Owl Capital

275 hedge funds and large institutions have $2.13B invested in Blue Owl Capital in 2022 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 126 increasing their positions, 64 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 64

46% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 28

5% more funds holding

Funds holding: 263275 (+12)

0.01% less ownership

Funds ownership: 43.79%43.77% (-0.01%)

10% less funds holding in top 10

Funds holding in top 10: 2119 (-2)

16% less capital invested

Capital invested by funds: $2.54B → $2.13B (-$404M)

61% less call options, than puts

Call options by funds: $4.22M | Put options by funds: $10.8M

Holders
275
Holders Change
+12
Holders Change %
+4.56%
% of All Funds
4.63%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.32%
New
41
Increased
126
Reduced
64
Closed
28
Calls
$4.22M
Puts
$10.8M
Net Calls
-$6.58M
Net Calls Change
-$5.79M
Name Holding Trade Value Shares
Change
Change in
Stake
OBWG
151
Onyx Bridge Wealth Group
New York
$479K
KM
152
Kalos Management
Georgia
$464K +$42K +3,067 +9%
FRM
153
Fox Run Management
Connecticut
$427K +$474K +34,624 New
IWC
154
Integrated Wealth Concepts
Massachusetts
$419K +$81.9K +5,976 +21%
EW
155
Evoke Wealth
California
$417K
HT
156
Heritage Trust
Oklahoma
$411K +$456K +33,315 New
GTCM
157
Gyon Technologies Capital Management
New Jersey
$400K +$445K +32,457 New
SCA
158
Snowden Capital Advisors
New York
$389K -$6.85K -500 -2%
CG
159
Caprock Group
Idaho
$386K +$274K +20,000 +190%
BP
160
Ballentine Partners
Massachusetts
$362K
VWA
161
Visionary Wealth Advisors
Illinois
$361K +$24K +1,755 +6%
CAM
162
Cresset Asset Management
Illinois
$360K +$320K +23,389 +191%
MIG
163
Mariner Investment Group
New York
$340K +$378K +27,600 New
ASFA
164
All Season Financial Advisors
Colorado
$339K -$157K -11,461 -29%
DIM
165
Delta Investment Management
California
$339K +$376K +27,473 New
FA
166
FDx Advisors
Illinois
$329K +$365K +26,648 New
KA
167
Kovack Advisors
Florida
$324K +$130K +9,512 +57%
AMC
168
Asset Management Corp
Illinois
$323K +$2.75K +201 +0.8%
AWC
169
Abundance Wealth Counselors
Pennsylvania
$319K +$29.5K +2,154 +9%
BRWA
170
B. Riley Wealth Advisors
Florida
$310K +$1.4K +102 +0.4%
Point72 Asset Management
171
Point72 Asset Management
Connecticut
$308K +$343K +25,000 New
AA
172
Ancora Advisors
Ohio
$305K -$161K -11,749 -32%
TFA
173
Teamwork Financial Advisors
Texas
$301K -$15.9K -1,158 -5%
William Blair & Company
174
William Blair & Company
Illinois
$294K +$163K +11,930 +100%
YIH
175
Y-Intercept (HK)
Hong Kong
$289K +$12.5K +915 +4%

OBDC Hedge Fund Activity: Q2 2022 in Review

275 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q2 2022, worth a combined $2.13B — down 16% from $2.54B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new OBDC positions and 28 closed out — a net gain of 13 holders — while 126 added to existing stakes and 64 trimmed.

The largest buyer was Bank of America, adding an estimated $27M. The largest seller was Regents of the University of California, cutting an estimated $69.7M.

  • 275 institutional investors held Blue Owl Capital (OBDC) as of Q2 2022, up from 263 in Q1 2022.
  • Funds reported $2.13B of Blue Owl Capital stock for Q2 2022, down 16% quarter-over-quarter.
  • 41 funds opened new Blue Owl Capital positions in Q2 2022 and 28 closed out, a net change of +13 holders.
  • The largest Blue Owl Capital buyer in Q2 2022 was Bank of America, an estimated $27M added.
  • The largest Blue Owl Capital seller in Q2 2022 was Regents of the University of California, an estimated $69.7M sold.

Based on aggregated 13F filings for Q2 2022.