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Blue Owl Capital

376 hedge funds and large institutions have $2.6B invested in Blue Owl Capital in 2024 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 160 increasing their positions, 93 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $7.46M | Put options by funds: $4.17M

72% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 93

59% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 37

5% more funds holding in top 10

Funds holding in top 10: 1920 (+1)

4% more funds holding

Funds holding: 360376 (+16)

0% more capital invested

Capital invested by funds: $2.58B → $2.6B (+$10.7M)

1.66% less ownership

Funds ownership: 44.91%43.26% (-1.7%)

Holders
376
Holders Change
+16
Holders Change %
+4.44%
% of All Funds
5.42%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.29%
New
59
Increased
160
Reduced
93
Closed
37
Calls
$7.46M
Puts
$4.17M
Net Calls
+$3.3M
Net Calls Change
+$9.55M
Name Holding Trade Value Shares
Change
Change in
Stake
BA
151
Bard Associates
Illinois
$1.15M -$2.25K -150 -0.2%
IAS
152
Insigneo Advisory Services
Florida
$1.12M -$96.2K -6,397 -9%
Lido Advisors
153
Lido Advisors
California
$1.1M +$505K +33,609 +92%
AWS
154
Atria Wealth Solutions
New York
$1.09M -$34K -2,258 -3%
SWP
155
Strategic Wealth Partners
Ohio
$1.06M -$28K -1,862 -3%
SIC
156
Samalin Investment Counsel
New York
$1.05M +$53K +3,525 +5%
VFA
157
Valeo Financial Advisors
Indiana
$1.03M +$977K +65,000 New
CWM
158
Congress Wealth Management
Massachusetts
$1M
GAA
159
Global Assets Advisory
Florida
$1M +$230K +15,280 New
AA
160
ALPS Advisors
Colorado
$999K -$27.7K -1,845 -3%
CAN
161
Cetera Advisor Networks
California
$982K +$283K +18,808 +42%
BTI
162
Blue Trust Inc
Georgia
$961K -$76K -5,054 -7%
C
163
Certuity
Florida
$950K +$10.6K +706 +1%
Truist Financial
164
Truist Financial
North Carolina
$943K +$3.92K +261 +0.4%
NW
165
NewEdge Wealth
Pennsylvania
$940K +$394K +26,200 +81%
TIA
166
Trust Investment Advisors
Indiana
$927K +$906K +60,263 New
MAM
167
Morse Asset Management
Connecticut
$918K +$101K +6,700 +13%
DCM
168
Dudley Capital Management
Virginia
$915K +$65K +4,320 +8%
AWA
169
Amplius Wealth Advisors
Pennsylvania
$899K +$13.7K +914 +2%
FRM
170
Fox Run Management
Connecticut
$869K +$850K +56,512 New
Comerica Bank
171
Comerica Bank
Texas
$867K +$94.5K +6,288 +13%
Mackenzie Financial
172
Mackenzie Financial
Ontario, Canada
$856K +$27.3K +1,818 +3%
GA
173
GFS Advisors
Texas
$845K +$419K +27,850 +103%
VF
174
Virtu Financial
New York
$840K +$821K +54,601 New
Koshinski Asset Management
175
Koshinski Asset Management
Illinois
$832K -$379K -25,177 -32%

OBDC Hedge Fund Activity: Q1 2024 in Review

376 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q1 2024, worth a combined $2.6B — up 0.41% from $2.58B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new OBDC positions and 37 closed out — a net gain of 22 holders — while 160 added to existing stakes and 93 trimmed.

The largest buyer was VanEck Associates, adding an estimated $19.9M. The largest seller was Regents of the University of California, cutting an estimated $112M.

  • 376 institutional investors held Blue Owl Capital (OBDC) as of Q1 2024, up from 360 in Q4 2023.
  • Funds reported $2.6B of Blue Owl Capital stock for Q1 2024, up 0.41% quarter-over-quarter.
  • 59 funds opened new Blue Owl Capital positions in Q1 2024 and 37 closed out, a net change of +22 holders.
  • The largest Blue Owl Capital buyer in Q1 2024 was VanEck Associates, an estimated $19.9M added.
  • The largest Blue Owl Capital seller in Q1 2024 was Regents of the University of California, an estimated $112M sold.

Based on aggregated 13F filings for Q1 2024.