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Blue Owl Capital
OBDC

Overview Fund Activity

239 hedge funds and large institutions have $2.36B invested in Blue Owl Capital in 2021 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 112 increasing their positions, 49 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
+18
Holders Change %
+8.14%
% of All Funds
3.69%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.29%
New
45
Increased
112
Reduced
49
Closed
22
Calls
$3.27M
Puts
$2.27M
Net Calls
+$1M
Net Calls Change
-$4.27M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$96.1M
2
Morgan Stanley
Morgan Stanley
New York
$58.2M
3
Invesco
Invesco
Georgia
$18.7M
4
Fidelity International
Fidelity International
Bermuda
$49.5M
5
Marshall Wace
Marshall Wace
United Kingdom
$8.17M

Top Sellers

1
BPM
Blue Pool Management
Hong Kong
$0
2
ROTUOC
Regents of the University of California
California
$455M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
4
BEP
Brookside Equity Partners
Connecticut
$0
5
MCAI
Members Capital Advisors Inc
Wisconsin
$22.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
176
Bank of Montreal
Ontario, Canada
$232K -$269K -18,697 -54%
CIBC Private Wealth Group
177
CIBC Private Wealth Group
Georgia
$231K – – –
CIBC Asset Management
178
CIBC Asset Management
Ontario, Canada
$231K +$11.4K +807 +5%
ACM
179
Alamar Capital Management
California
$227K +$227K +16,000 New
CPA
180
Capital Performance Advisors
California
$220K +$220K +15,321 New
RhumbLine Advisers
181
RhumbLine Advisers
Massachusetts
$217K +$269 +19 +0.1%
APW
182
Austin Private Wealth
Texas
$208K – – –
KFGK
183
Keystone Financial Group (Kentucky)
Kentucky
$207K +$8.51K +600 +4%
DTL
184
Dynamic Technology Lab
Singapore
$206K -$141K -9,979 -41%
KPWS
185
Kestra Private Wealth Services
Texas
$201K +$3.61K +255 +2%
AIP
186
Ahrens Investment Partners
Louisiana
$199K -$96.1K -6,783 -33%
AWS
187
AJ Wealth Strategies
New York
$199K +$57.2K +4,030 +40%
FH
188
FWG Holdings
Florida
$197K -$166K -11,065 -46%
PNC Financial Services Group
189
PNC Financial Services Group
Pennsylvania
$196K +$195K +13,728 +25,422%
ECM
190
Exchange Capital Management
Michigan
$188K +$188K +13,295 New
PFA
191
Peak Financial Advisors
Colorado
$184K +$184K +13,027 New
MML Investors Services
192
MML Investors Services
Massachusetts
$181K -$43.9K -3,094 -20%
T
193
TCWP
Ohio
$181K +$181K +12,793 New
BCM
194
Bluefin Capital Management
New York
$174K +$174K +12,300 New
CAM
195
Cresset Asset Management
Illinois
$173K +$173K +12,027 New
QCIG
196
Quad-Cities Investment Group
Iowa
$172K -$1.52K -107 -0.9%
AWA
197
Arete Wealth Advisors
Illinois
$171K +$679 +48 +0.4%
AWC
198
Abundance Wealth Counselors
Pennsylvania
$169K +$169K +11,967 New
JG
199
Jefferies Group
New York
$163K +$4.96K +350 +3%
Walleye Capital
200
Walleye Capital
New York
$161K +$161K +11,374 New
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