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Blue Owl Capital
OBDC

306 hedge funds and large institutions have $2.23B invested in Blue Owl Capital in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 124 increasing their positions, 76 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 76

49% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 35

4% more funds holding

Funds holding: 294 → 306 (+12)

2% more capital invested

Capital invested by funds: $2.19B → $2.23B (+$44.1M)

1.98% less ownership

Funds ownership: 44.38% → 42.4% (-2%)

13% less funds holding in top 10

Funds holding in top 10: 24 → 21 (-3)

64% less call options, than puts

Call options by funds: $9.01M | Put options by funds: $25M

Holders
306
Holders Change
+12
Holders Change %
+4.08%
% of All Funds
4.8%
Holding in Top 10
21
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12.5%
% of All Funds
0.33%
New
52
Increased
124
Reduced
76
Closed
35
Calls
$9.01M
Puts
$25M
Net Calls
-$16M
Net Calls Change
+$38.2M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$12.3M
2
BOCH
Blue Owl Capital Holdings
New York
+$6.17M
3
Two Sigma Investments
Two Sigma Investments
New York
+$5.33M
4
Marshall Wace
Marshall Wace
United Kingdom
+$4.5M
5
Osaic Holdings
Osaic Holdings
Arizona
+$3.77M

Top Sellers

1
OPERF
Oregon Public Employees Retirement Fund
Oregon
-$65.1M
2
JMPWA
JP Morgan Private Wealth Advisors
California
-$27.2M
3
ROTUOC
Regents of the University of California
California
-$13.5M
4
AC
AlphaCore Capital
California
-$11.6M
5
SCM
SCS Capital Management
Massachusetts
-$11.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
151
Arkadios Wealth Advisors
Georgia
$662K +$1.27K +97 +0.2%
DCM
152
Dudley Capital Management
Virginia
$656K – – –
VWA
153
V Wealth Advisors
Kansas
$642K +$38K +2,910 +6%
Truist Financial
154
Truist Financial
North Carolina
$642K -$8.49K -649 -1%
PVM
155
Palogic Value Management
Texas
$631K +$90.4K +6,913 +17%
MAM
156
Morse Asset Management
Connecticut
$629K +$15.7K +1,200 +3%
MFS
157
Mirabella Financial Services
United Kingdom
$588K +$573K +43,800 New
Mackenzie Financial
158
Mackenzie Financial
Ontario, Canada
$584K -$167K -12,762 -23%
KA
159
Kovack Advisors
Florida
$581K -$39.8K -3,042 -7%
M1FG
160
Mach-1 Financial Group
Arkansas
$567K +$552K +42,246 New
DIM
161
Delta Investment Management
California
$531K +$24.9K +1,904 +5%
FCM
162
FJ Capital Management
Virginia
$529K +$516K +39,436 New
GSEP
163
Golden State Equity Partners
California
$528K +$514K +39,323 New
D.E. Shaw & Co
164
D.E. Shaw & Co
New York
$520K -$282K -21,575 -36%
USCWA
165
U.S. Capital Wealth Advisors
Texas
$519K -$360K -27,529 -42%
Citadel Advisors
166
Citadel Advisors
Florida
$518K -$1.16M -88,695 -70%
FFG
167
Fortem Financial Group
California
$511K +$327K +25,044 +192%
OBWG
168
Onyx Bridge Wealth Group
New York
$509K – – –
Koshinski Asset Management
169
Koshinski Asset Management
Illinois
$489K -$201K -15,343 -30%
NAS
170
NWF Advisory Services
California
$479K – – –
TI
171
Trexquant Investment
Connecticut
$478K -$3.74M -285,664 -89%
CAN
172
Cetera Advisor Networks
California
$476K +$464K +35,476 New
Cetera Investment Advisers
173
Cetera Investment Advisers
Illinois
$467K -$53.3K -4,076 -10%
TWM
174
TMD Wealth Management
Arizona
$467K +$455K +34,800 New
PRC
175
Pearl River Capital
Michigan
$456K -$168K -12,868 -27%
5 6
7
8 9

OBDC Hedge Fund Activity: Q2 2023 in Review

306 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q2 2023, worth a combined $2.23B — up 2% from $2.19B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new OBDC positions and 35 closed out — a net gain of 17 holders — while 124 added to existing stakes and 76 trimmed.

The largest buyer was Bank of America, adding an estimated $12.3M. The largest seller was Oregon Public Employees Retirement Fund, cutting an estimated $65.1M.

  • 306 institutional investors held Blue Owl Capital (OBDC) as of Q2 2023, up from 294 in Q1 2023.
  • Funds reported $2.23B of Blue Owl Capital stock for Q2 2023, up 2% quarter-over-quarter.
  • 52 funds opened new Blue Owl Capital positions in Q2 2023 and 35 closed out, a net change of +17 holders.
  • The largest Blue Owl Capital buyer in Q2 2023 was Bank of America, an estimated $12.3M added.
  • The largest Blue Owl Capital seller in Q2 2023 was Oregon Public Employees Retirement Fund, an estimated $65.1M sold.

Based on aggregated 13F filings for Q2 2023.