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Blue Owl Capital

294 hedge funds and large institutions have $2.19B invested in Blue Owl Capital in 2023 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 138 increasing their positions, 73 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 73

4% more funds holding in top 10

Funds holding in top 10: 2324 (+1)

1.15% more ownership

Funds ownership: 43.23%44.38% (+1.2%)

4% less capital invested

Capital invested by funds: $2.29B → $2.19B (-$102M)

10% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 41

2% less funds holding

Funds holding: 301294 (-7)

82% less call options, than puts

Call options by funds: $11.7M | Put options by funds: $66M

Holders
294
Holders Change
-7
Holders Change %
-2.33%
% of All Funds
4.69%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.38%
New
37
Increased
138
Reduced
73
Closed
41
Calls
$11.7M
Puts
$66M
Net Calls
-$54.2M
Net Calls Change
+$52.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PRC
151
Pearl River Capital
Michigan
$591K -$8.6K -668 -1%
KA
152
Kovack Advisors
Florida
$584K +$297K +23,081 +99%
MAM
153
Morse Asset Management
Connecticut
$576K +$7.08K +550 +1%
SWP
154
Stratos Wealth Partners
Ohio
$568K -$32.4K -2,514 -5%
VWA
155
V Wealth Advisors
Kansas
$567K +$1.34K +104 +0.2%
SIC
156
Samalin Investment Counsel
New York
$562K +$69.5K +5,397 +14%
Squarepoint
157
Squarepoint
New York
$551K +$344K +26,744 +158%
CW
158
Channel Wealth
California
$544K +$555K +43,136 New
ASFA
159
All Season Financial Advisors
Colorado
$530K +$541K +42,021 New
EW
160
Evoke Wealth
California
$527K +$17.6K +1,371 +3%
AWM
161
Apollon Wealth Management
South Carolina
$507K +$14.6K +1,137 +3%
PVM
162
Palogic Value Management
Texas
$506K +$516K +40,106 New
Cetera Investment Advisers
163
Cetera Investment Advisers
Illinois
$490K +$16.4K +1,275 +3%
NAS
164
NWF Advisory Services
California
$479K +$459K +35,679 New
OBWG
165
Onyx Bridge Wealth Group
New York
$479K
DIM
166
Delta Investment Management
California
$475K +$28.2K +2,194 +6%
Brown Advisory
167
Brown Advisory
Maryland
$457K +$111K +8,655 +31%
CG
168
Caprock Group
Idaho
$426K +$95.2K +7,400 +29%
MCP
169
Mirador Capital Partners
California
$397K -$5.64K -438 -1%
AA
170
Ancora Advisors
Ohio
$395K +$41.9K +3,258 +12%
FA
171
FDx Advisors
Illinois
$388K
GC
172
Guggenheim Capital
Illinois
$382K +$42.8K +3,328 +12%
MP
173
McDonald Partners
Ohio
$378K +$386K +30,000 New
VWA
174
Visionary Wealth Advisors
Illinois
$374K +$3.24K +252 +0.9%
BP
175
Ballentine Partners
Massachusetts
$370K

OBDC Hedge Fund Activity: Q1 2023 in Review

294 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q1 2023, worth a combined $2.19B — down 4.4% from $2.29B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of OBDC and 37 opened new positions — a net loss of 4 holders — while 73 trimmed existing stakes and 138 added.

The largest buyer was Oregon Public Employees Retirement Fund, opening a new position worth an estimated $116M. The largest seller was Enstar Group, cutting an estimated $25.6M.

  • 294 institutional investors held Blue Owl Capital (OBDC) as of Q1 2023, down from 301 in Q4 2022.
  • Funds reported $2.19B of Blue Owl Capital stock for Q1 2023, down 4.4% quarter-over-quarter.
  • 37 funds opened new Blue Owl Capital positions in Q1 2023 and 41 closed out, a net change of -4 holders.
  • The largest Blue Owl Capital buyer in Q1 2023 was Oregon Public Employees Retirement Fund, an estimated $116M added.
  • The largest Blue Owl Capital seller in Q1 2023 was Enstar Group, an estimated $25.6M sold.

Based on aggregated 13F filings for Q1 2023.