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Blue Owl Capital

410 hedge funds and large institutions have $2.43B invested in Blue Owl Capital in 2024 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 174 increasing their positions, 88 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 37

98% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 88

9% more funds holding

Funds holding: 377410 (+33)

7% more capital invested

Capital invested by funds: $2.28B → $2.43B (+$157M)

1.05% more ownership

Funds ownership: 39.96%41.01% (+1%)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

49% less call options, than puts

Call options by funds: $10.6M | Put options by funds: $20.7M

Holders
410
Holders Change
+33
Holders Change %
+8.75%
% of All Funds
5.4%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.18%
New
78
Increased
174
Reduced
88
Closed
37
Calls
$10.6M
Puts
$20.7M
Net Calls
-$10.2M
Net Calls Change
-$9.42M
Name Holding Trade Value Shares
Change
Change in
Stake
AAA
151
Adams Asset Advisors
Texas
$1.05M +$60.9K +4,039 +6%
SWP
152
Strategic Wealth Partners
Ohio
$1.05M +$3.01K +200 +0.3%
Comerica Bank
153
Comerica Bank
Texas
$1.03M -$56.3K -3,737 -5%
AWS
154
Atria Wealth Solutions
New York
$1.01M +$10.3K +685 +1%
IC
155
IEQ Capital
California
$1.01M +$1.01M +66,784 New
MML Investors Services
156
MML Investors Services
Massachusetts
$989K +$559K +37,117 +131%
VFA
157
Valeo Financial Advisors
Indiana
$983K
UBP
158
Union Bancaire Privee
Switzerland
$976K +$973K +64,547 New
TCM
159
Triumph Capital Management
Colorado
$959K -$21.9K -1,454 -2%
DCM
160
Dudley Capital Management
Virginia
$950K -$22.6K -1,500 -2%
FCM
161
Fieldview Capital Management
Michigan
$921K +$918K +60,911 New
C
162
Certuity
Florida
$908K -$59.3K -3,933 -6%
FRM
163
Fox Run Management
Connecticut
$888K +$585K +38,822 +195%
WAG
164
Winthrop Advisory Group
Massachusetts
$870K +$867K +57,529 New
TIA
165
Trust Investment Advisors
Indiana
$863K +$54K +3,581 +7%
IWM
166
IHT Wealth Management
Illinois
$840K +$665K +44,147 +386%
FGC
167
Financial Gravity Companies
Texas
$839K +$836K +55,496 New
CAG
168
Csenge Advisory Group
Florida
$833K +$20.7K +1,373 +3%
FIA
169
FNY Investment Advisers
New York
$814K +$812K +53,900 New
CIBC World Market
170
CIBC World Market
Ontario, Canada
$798K -$294K -19,531 -27%
Simplex Trading
171
Simplex Trading
Illinois
$788K -$105K -6,998 -12%
Allianz Asset Management
172
Allianz Asset Management
Germany
$787K -$23.8K -1,578 -3%
ECM
173
ExodusPoint Capital Management
New York
$774K +$772K +51,205 New
GC
174
Gilbert & Cook
Iowa
$774K +$329K +21,849 +75%
JG
175
Jain Global
New York
$767K +$765K +50,749 New

OBDC Hedge Fund Activity: Q4 2024 in Review

410 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q4 2024, worth a combined $2.43B — up 6.9% from $2.28B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new OBDC positions and 37 closed out — a net gain of 41 holders — while 174 added to existing stakes and 88 trimmed.

The largest buyer was Cresset Asset Management, adding an estimated $66.1M. The largest seller was VanEck Associates, cutting an estimated $45M.

  • 410 institutional investors held Blue Owl Capital (OBDC) as of Q4 2024, up from 377 in Q3 2024.
  • Funds reported $2.43B of Blue Owl Capital stock for Q4 2024, up 6.9% quarter-over-quarter.
  • 78 funds opened new Blue Owl Capital positions in Q4 2024 and 37 closed out, a net change of +41 holders.
  • The largest Blue Owl Capital buyer in Q4 2024 was Cresset Asset Management, an estimated $66.1M added.
  • The largest Blue Owl Capital seller in Q4 2024 was VanEck Associates, an estimated $45M sold.

Based on aggregated 13F filings for Q4 2024.