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Blue Owl Capital

377 hedge funds and large institutions have $2.28B invested in Blue Owl Capital in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 152 increasing their positions, 116 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 116

3% less call options, than puts

Call options by funds: $23.4M | Put options by funds: $24.2M

3% less funds holding

Funds holding: 387377 (-10)

2.93% less ownership

Funds ownership: 42.88%39.96% (-2.9%)

11% less capital invested

Capital invested by funds: $2.57B → $2.28B (-$291M)

15% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 48

20% less funds holding in top 10

Funds holding in top 10: 2016 (-4)

Holders
377
Holders Change
-10
Holders Change %
-2.58%
% of All Funds
5.41%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.23%
New
41
Increased
152
Reduced
116
Closed
48
Calls
$23.4M
Puts
$24.2M
Net Calls
-$744K
Net Calls Change
-$6.45M
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
151
Valeo Financial Advisors
Indiana
$947K
DCM
152
Dudley Capital Management
Virginia
$937K +$56.3K +3,750 +6%
GBT
153
Grove Bank & Trust
Florida
$932K +$961K +64,000 New
C
154
Certuity
Florida
$932K +$16.8K +1,122 +2%
AA
155
ALPS Advisors
Colorado
$930K -$50.2K -3,345 -5%
PNC Financial Services Group
156
PNC Financial Services Group
Pennsylvania
$929K +$81.3K +5,415 +9%
ACM
157
Aquatic Capital Management
Illinois
$919K -$2.36M -157,200 -71%
YIH
158
Y-Intercept (HK)
Hong Kong
$895K +$417K +27,745 +82%
Simplex Trading
159
Simplex Trading
Illinois
$861K +$888K +59,150 New
EGA
160
Eagle Global Advisors
Texas
$839K -$406K -27,050 -32%
CAG
161
Csenge Advisory Group
Florida
$797K +$19.8K +1,319 +3%
CAM
162
Cresset Asset Management
Illinois
$794K -$100K -6,673 -11%
Allianz Asset Management
163
Allianz Asset Management
Germany
$781K -$58.3K -3,882 -7%
TIA
164
Trust Investment Advisors
Indiana
$779K -$106K -7,026 -12%
PCA
165
Pallas Capital Advisors
Massachusetts
$766K +$75.1K +5,002 +11%
WWA
166
WCG Wealth Advisors
Nevada
$707K -$90.7K -6,037 -11%
IAS
167
Insigneo Advisory Services
Florida
$704K -$289K -19,276 -29%
RWA
168
Redhawk Wealth Advisors
Minnesota
$702K +$59.5K +3,961 +9%
Neuberger Berman Group
169
Neuberger Berman Group
New York
$675K
GS
170
GTS Securities
New York
$668K -$190K -12,630 -22%
FC
171
FORA Capital
Florida
$667K +$687K +45,762 New
BRWA
172
B. Riley Wealth Advisors
Florida
$662K -$23.6K -1,570 -3%
CW
173
Channel Wealth
California
$636K -$28.2K -1,881 -4%
VCP
174
Verus Capital Partners
Arizona
$636K -$2.38M -158,722 -78%
William Blair & Company
175
William Blair & Company
Illinois
$629K +$64.3K +4,284 +11%

OBDC Hedge Fund Activity: Q3 2024 in Review

377 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q3 2024, worth a combined $2.28B — down 11% from $2.57B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of OBDC and 41 opened new positions — a net loss of 7 holders — while 116 trimmed existing stakes and 152 added.

The largest buyer was Northern Trust, opening a new position worth an estimated $14.4M. The largest seller was Regents of the University of California, exiting entirely with an estimated $34.4M sold.

  • 377 institutional investors held Blue Owl Capital (OBDC) as of Q3 2024, down from 387 in Q2 2024.
  • Funds reported $2.28B of Blue Owl Capital stock for Q3 2024, down 11% quarter-over-quarter.
  • 41 funds opened new Blue Owl Capital positions in Q3 2024 and 48 closed out, a net change of -7 holders.
  • The largest Blue Owl Capital buyer in Q3 2024 was Northern Trust, an estimated $14.4M added.
  • The largest Blue Owl Capital seller in Q3 2024 was Regents of the University of California, an estimated $34.4M sold.

Based on aggregated 13F filings for Q3 2024.