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Blue Owl Capital

387 hedge funds and large institutions have $2.57B invested in Blue Owl Capital in 2024 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 165 increasing their positions, 101 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 101

52% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 31

30% more call options, than puts

Call options by funds: $24.9M | Put options by funds: $19.2M

3% more funds holding

Funds holding: 376387 (+11)

0% more funds holding in top 10

Funds holding in top 10: 2020 (0)

0.37% less ownership

Funds ownership: 43.26%42.88% (-0.37%)

1% less capital invested

Capital invested by funds: $2.6B → $2.57B (-$28.4M)

Holders
387
Holders Change
+11
Holders Change %
+2.93%
% of All Funds
5.59%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.29%
New
47
Increased
165
Reduced
101
Closed
31
Calls
$24.9M
Puts
$19.2M
Net Calls
+$5.7M
Net Calls Change
+$2.4M
Name Holding Trade Value Shares
Change
Change in
Stake
EGA
151
Eagle Global Advisors
Texas
$1.3M
HAG
152
HighPoint Advisor Group
Illinois
$1.29M +$2.29K +143 +0.2%
GFL
153
Granite FO LLC
New Hampshire
$1.23M
Macquarie Group
154
Macquarie Group
Australia
$1.19M
FNT
155
First National Trust
Pennsylvania
$1.18M
CIBC World Market
156
CIBC World Market
Ontario, Canada
$1.18M -$1.89M -118,464 -61%
BA
157
Bard Associates
Illinois
$1.15M
Squarepoint
158
Squarepoint
New York
$1.15M +$606K +37,924 +103%
BC
159
Barnett & Company
Tennessee
$1.14M -$12.8K -800 -1%
CL
160
Choreo LLC
Illinois
$1.14M +$1.19M +74,148 New
NW
161
NewEdge Wealth
Pennsylvania
$1.06M +$161K +10,100 +17%
SWP
162
Strategic Wealth Partners
Ohio
$1.05M -$9.1K -569 -0.8%
AWS
163
Atria Wealth Solutions
New York
$1.04M -$42.2K -2,641 -4%
AA
164
ALPS Advisors
Colorado
$1.03M +$35.6K +2,225 +3%
SIC
165
Samalin Investment Counsel
New York
$1.03M -$19.6K -1,228 -2%
CWM
166
Congress Wealth Management
Massachusetts
$1M
VFA
167
Valeo Financial Advisors
Indiana
$998K
IAS
168
Insigneo Advisory Services
Florida
$978K +$17.7K +1,104 +2%
C
169
Certuity
Florida
$965K +$17.3K +1,083 +2%
BTI
170
Blue Trust Inc
Georgia
$962K +$1.07K +67 +0.1%
Comerica Bank
171
Comerica Bank
Texas
$958K +$95.5K +5,975 +11%
MM
172
MQS Management
New York
$956K +$995K +62,228 New
CAM
173
Cresset Asset Management
Illinois
$940K -$761K -47,619 -44%
Truist Financial
174
Truist Financial
North Carolina
$940K -$2.41K -151 -0.2%
DM
175
Deerfield Management
New York
$937K +$388K +24,240 +66%

OBDC Hedge Fund Activity: Q2 2024 in Review

387 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q2 2024, worth a combined $2.57B — down 1.1% from $2.6B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new OBDC positions and 31 closed out — a net gain of 16 holders — while 165 added to existing stakes and 101 trimmed.

The largest buyer was Two Sigma Advisers, adding an estimated $69.4M. The largest seller was Regents of the University of California, cutting an estimated $126M.

  • 387 institutional investors held Blue Owl Capital (OBDC) as of Q2 2024, up from 376 in Q1 2024.
  • Funds reported $2.57B of Blue Owl Capital stock for Q2 2024, down 1.1% quarter-over-quarter.
  • 47 funds opened new Blue Owl Capital positions in Q2 2024 and 31 closed out, a net change of +16 holders.
  • The largest Blue Owl Capital buyer in Q2 2024 was Two Sigma Advisers, an estimated $69.4M added.
  • The largest Blue Owl Capital seller in Q2 2024 was Regents of the University of California, an estimated $126M sold.

Based on aggregated 13F filings for Q2 2024.