We are live on ! Find out more
OBDC icon

Blue Owl Capital

222 hedge funds and large institutions have $2.4B invested in Blue Owl Capital in 2021 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 94 increasing their positions, 54 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

523% more call options, than puts

Call options by funds: $6.28M | Put options by funds: $1.01M

89% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 19

74% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 54

7% more funds holding

Funds holding: 207222 (+15)

6% more funds holding in top 10

Funds holding in top 10: 1819 (+1)

0.21% more ownership

Funds ownership: 43.05%43.26% (+0.21%)

0% less capital invested

Capital invested by funds: $2.41B → $2.4B (-$6.3M)

Holders
222
Holders Change
+15
Holders Change %
+7.25%
% of All Funds
3.89%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.33%
New
36
Increased
94
Reduced
54
Closed
19
Calls
$6.28M
Puts
$1.01M
Net Calls
+$5.27M
Net Calls Change
+$1.46M
Name Holding Trade Value Shares
Change
Change in
Stake
HF
176
HRT Financial
New York
$224K +$231K +15,920 New
CIBC Asset Management
177
CIBC Asset Management
Ontario, Canada
$219K +$225K +15,513 New
RhumbLine Advisers
178
RhumbLine Advisers
Massachusetts
$216K +$222K +15,314 New
AAS
179
Avantax Advisory Services
Texas
$210K +$2.01K +139 +0.9%
APW
180
Austin Private Wealth
Texas
$207K
KFGK
181
Keystone Financial Group (Kentucky)
Kentucky
$198K
KPWS
182
Kestra Private Wealth Services
Texas
$197K +$202K +13,954 New
Brown Advisory
183
Brown Advisory
Maryland
$180K -$12.7K -880 -6%
QCIG
184
Quad-Cities Investment Group
Iowa
$173K +$1.99K +137 +1%
AWA
185
Arete Wealth Advisors
Illinois
$170K +$666 +46 +0.4%
CMO
186
Covenant Multifamily Offices
Texas
$169K +$23.4K +1,618 +16%
IP
187
Intellectus Partners
California
$167K +$167K +11,543 New
MWM
188
Mission Wealth Management
California
$159K +$435 +30 +0.3%
JG
189
Jefferies Group
New York
$158K -$10.3K -711 -6%
TW
190
Transform Wealth
Colorado
$155K +$159K +10,954 New
Comerica Bank
191
Comerica Bank
Texas
$150K
SCA
192
Snowden Capital Advisors
New York
$148K -$41.4K -2,860 -21%
RJT
193
Raymond James Trust
Florida
$147K
AWS
194
AJ Wealth Strategies
New York
$141K +$145K +10,000 New
TCWM
195
Total Clarity Wealth Management
Illinois
$111K +$114K +7,886 New
Russell Investments Group
196
Russell Investments Group
United Kingdom
$104K -$649K -44,804 -86%
Fifth Third Bancorp
197
Fifth Third Bancorp
Ohio
$99K +$101K +7,000 New
CFGS
198
Concourse Financial Group Securities
Alabama
$97K +$34K +2,350 +53%
GWM
199
Geneos Wealth Management
Colorado
$74K
GWMIA
200
Global Wealth Management Investment Advisory
Florida
$73K +$75.4K +5,201 New

OBDC Hedge Fund Activity: Q3 2021 in Review

222 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q3 2021, worth a combined $2.4B — down 0.26% from $2.41B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new OBDC positions and 19 closed out — a net gain of 17 holders — while 94 added to existing stakes and 54 trimmed.

The largest buyer was Transcend Capital Advisors, opening a new position worth an estimated $64.5M. The largest seller was Arrowstreet Capital, cutting an estimated $63.2M.

  • 222 institutional investors held Blue Owl Capital (OBDC) as of Q3 2021, up from 207 in Q2 2021.
  • Funds reported $2.4B of Blue Owl Capital stock for Q3 2021, down 0.26% quarter-over-quarter.
  • 36 funds opened new Blue Owl Capital positions in Q3 2021 and 19 closed out, a net change of +17 holders.
  • The largest Blue Owl Capital buyer in Q3 2021 was Transcend Capital Advisors, an estimated $64.5M added.
  • The largest Blue Owl Capital seller in Q3 2021 was Arrowstreet Capital, an estimated $63.2M sold.

Based on aggregated 13F filings for Q3 2021.