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Blue Owl Capital
OBDC

Overview Fund Activity

358 hedge funds and large institutions have $2.58B invested in Blue Owl Capital in 2023 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 150 increasing their positions, 82 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
+42
Holders Change %
+13.29%
% of All Funds
5.25%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
75
Increased
150
Reduced
82
Closed
26
Calls
$5.47M
Puts
$11.7M
Net Calls
-$6.26M
Net Calls Change
-$11M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$141M
2
OPERF
2
Oregon Public Employees Retirement Fund
Oregon
$73.8M
3
LSV Asset Management
3
LSV Asset Management
Illinois
$51.2M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$45.7M
5
Goldman Sachs
5
Goldman Sachs
New York
$16.2M

Top Sellers

1
ROTUOC
1
Regents of the University of California
California
$258M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$3.09M
3
MCAI
3
Members Capital Advisors Inc
Wisconsin
$0
4
TFA
4
Trinity Financial Advisors
Ohio
$12.4M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$13.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTI
151
Blue Trust Inc
Georgia
$935K +$748 +54 +0.1%
Truist Financial
152
Truist Financial
North Carolina
$901K +$162K +10,951 +22%
C
153
Certuity
Florida
$901K +$16K +1,086 +2%
AIM
154
Aigen Investment Management
New York
$868K +$112K +7,573 +15%
AWA
155
Amplius Wealth Advisors
Pennsylvania
$850K -$34.1K -2,311 -4%
CAM
156
Cresset Asset Management
Illinois
$831K +$335K +22,453 +67%
DCM
157
Dudley Capital Management
Virginia
$820K +$39.9K +2,700 +5%
GCM
158
Greenland Capital Management
New York
$812K -$2.95M -200,000 -78%
Mackenzie Financial
159
Mackenzie Financial
Ontario, Canada
$795K -$378K -25,625 -32%
MAM
160
Morse Asset Management
Connecticut
$782K +$2.21K +150 +0.3%
BFEC
161
Benjamin F. Edwards & Company
Missouri
$757K – – –
Comerica Bank
162
Comerica Bank
Texas
$740K -$24.2K -1,637 -3%
Neuberger Berman Group
163
Neuberger Berman Group
New York
$738K -$17.7K -1,200 -2%
CAG
164
Csenge Advisory Group
Florida
$736K -$79.7K -5,402 -10%
CW
165
Channel Wealth
California
$731K -$68K -4,605 -9%
WWA
166
WCG Wealth Advisors
Nevada
$725K +$110K +7,469 +18%
SWM
167
SeaCrest Wealth Management
New York
$725K +$550K +36,764 +315%
YSP
168
Yarra Square Partners
New York
$694K -$2.48M -168,000 -78%
PNC Financial Services Group
169
PNC Financial Services Group
Pennsylvania
$684K +$294K +19,932 +76%
ET
170
Entropy Technologies
New York
$684K +$684K +46,328 New
BCA
171
Bay Colony Advisors
Massachusetts
$679K +$679K +46,023 New
CAN
172
Cetera Advisor Networks
California
$665K +$70.4K +4,773 +12%
Cetera Investment Advisers
173
Cetera Investment Advisers
Illinois
$648K +$107K +7,230 +20%
TI
174
Trexquant Investment
Connecticut
$639K -$2.05M -138,555 -76%
CWM
175
Cornerstone Wealth Management
Missouri
$636K -$374K -25,310 -37%
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7
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