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Blue Owl Capital
OBDC

Overview Fund Activity

374 hedge funds and large institutions have $2.59B invested in Blue Owl Capital in 2024 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 159 increasing their positions, 92 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
+16
Holders Change %
+4.47%
% 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
159
Reduced
92
Closed
37
Calls
$7.47M
Puts
$4.17M
Net Calls
+$3.3M
Net Calls Change
+$9.56M

Top Buyers

1
VanEck Associates
1
VanEck Associates
New York
$125M
2
Boston Partners
2
Boston Partners
Massachusetts
$15M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$17.8M
4
MW
4
Melia Wealth
Oklahoma
$13.8M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$14.8M

Top Sellers

1
ROTUOC
1
Regents of the University of California
California
$155M
2
Morgan Stanley
2
Morgan Stanley
New York
$89M
3
BU
3
Brown University
Rhode Island
$56.7M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$39.4M
5
TCA
5
Transcend Capital Advisors
New Jersey
$50.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAS
151
Insigneo Advisory Services
Florida
$1.12M -$108K -6,397 -9%
Lido Advisors
152
Lido Advisors
California
$1.1M +$529K +33,609 +92%
AWS
153
Atria Wealth Solutions
New York
$1.09M -$35.6K -2,258 -3%
SWP
154
Strategic Wealth Partners
Ohio
$1.06M -$28.6K -1,862 -3%
SIC
155
Samalin Investment Counsel
New York
$1.05M +$54.2K +3,525 +5%
VFA
156
Valeo Financial Advisors
Indiana
$1.03M +$1.03M +65,000 New
CWM
157
Congress Wealth Management
Massachusetts
$1M – – –
GAA
158
Global Assets Advisory
Florida
$1M +$1M +15,280 New
AA
159
ALPS Advisors
Colorado
$999K -$28.4K -1,845 -3%
CAN
160
Cetera Advisor Networks
California
$982K +$289K +18,808 +42%
BTI
161
Blue Trust Inc
Georgia
$961K -$77.7K -5,054 -7%
C
162
Certuity
Florida
$950K +$10.9K +706 +1%
Truist Financial
163
Truist Financial
North Carolina
$943K +$4.01K +261 +0.4%
NW
164
NewEdge Wealth
Pennsylvania
$940K +$420K +26,200 +81%
TIA
165
Trust Investment Advisors
Indiana
$927K +$927K +60,263 New
MAM
166
Morse Asset Management
Connecticut
$918K +$103K +6,700 +13%
DCM
167
Dudley Capital Management
Virginia
$915K +$66K +4,320 +8%
AWA
168
Amplius Wealth Advisors
Pennsylvania
$899K +$14.1K +914 +2%
FRM
169
Fox Run Management
Connecticut
$869K +$869K +56,512 New
Comerica Bank
170
Comerica Bank
Texas
$867K +$96.7K +6,288 +13%
Mackenzie Financial
171
Mackenzie Financial
Ontario, Canada
$856K +$28K +1,818 +3%
GA
172
GFS Advisors
Texas
$845K +$428K +27,850 +103%
VF
173
Virtu Financial
New York
$840K +$840K +54,601 New
Koshinski Asset Management
174
Koshinski Asset Management
Illinois
$832K -$387K -25,177 -32%
TA
175
TruWealth Advisors
Louisiana
$810K +$810K +52,644 New
5 6
7
8 9