We are live on ! Find out more
OBDC icon

Blue Owl Capital

240 hedge funds and large institutions have $2.37B invested in Blue Owl Capital in 2021 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 113 increasing their positions, 49 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 49

105% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 22

44% more call options, than puts

Call options by funds: $3.27M | Put options by funds: $2.27M

8% more funds holding

Funds holding: 222240 (+18)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

0.76% less ownership

Funds ownership: 43.26%42.5% (-0.76%)

1% less capital invested

Capital invested by funds: $2.4B → $2.37B (-$32.8M)

Holders
240
Holders Change
+18
Holders Change %
+8.11%
% 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
113
Reduced
49
Closed
22
Calls
$3.27M
Puts
$2.27M
Net Calls
+$1M
Net Calls Change
-$4.27M
Name Holding Trade Value Shares
Change
Change in
Stake
NCP
176
NexWave Capital Partners
New York
$233K +$235K +16,425 New
Bank of Montreal
177
Bank of Montreal
Ontario, Canada
$232K -$267K -18,697 -54%
CIBC Private Wealth Group
178
CIBC Private Wealth Group
Georgia
$231K
CIBC Asset Management
179
CIBC Asset Management
Ontario, Canada
$231K +$11.5K +807 +5%
ACM
180
Alamar Capital Management
California
$227K +$229K +16,000 New
CPA
181
Capital Performance Advisors
California
$220K +$219K +15,321 New
RhumbLine Advisers
182
RhumbLine Advisers
Massachusetts
$217K +$272 +19 +0.1%
APW
183
Austin Private Wealth
Texas
$208K
KFGK
184
Keystone Financial Group (Kentucky)
Kentucky
$207K +$8.58K +600 +4%
DTL
185
Dynamic Technology Lab
Singapore
$206K -$143K -9,979 -41%
KPWS
186
Kestra Private Wealth Services
Texas
$201K +$3.65K +255 +2%
AIP
187
Ahrens Investment Partners
Louisiana
$199K -$97K -6,783 -33%
AWS
188
AJ Wealth Strategies
New York
$199K +$57.6K +4,030 +40%
FH
189
FWG Holdings
Florida
$197K -$158K -11,065 -46%
PNC Financial Services Group
190
PNC Financial Services Group
Pennsylvania
$196K +$196K +13,728 +25,422%
ECM
191
Exchange Capital Management
Michigan
$188K +$190K +13,295 New
PFA
192
Peak Financial Advisors
Colorado
$184K +$186K +13,027 New
MML Investors Services
193
MML Investors Services
Massachusetts
$181K -$44.2K -3,094 -20%
T
194
TCWP
Ohio
$181K +$183K +12,793 New
BCM
195
Bluefin Capital Management
New York
$174K +$176K +12,300 New
CAM
196
Cresset Asset Management
Illinois
$173K +$172K +12,027 New
QCIG
197
Quad-Cities Investment Group
Iowa
$172K -$1.53K -107 -0.9%
AWA
198
Arete Wealth Advisors
Illinois
$171K +$686 +48 +0.4%
AWC
199
Abundance Wealth Counselors
Pennsylvania
$169K +$171K +11,967 New
JG
200
Jefferies Group
New York
$163K +$5K +350 +3%

OBDC Hedge Fund Activity: Q4 2021 in Review

240 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q4 2021, worth a combined $2.37B — down 1.4% from $2.4B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new OBDC positions and 22 closed out — a net gain of 23 holders — while 113 added to existing stakes and 49 trimmed.

The largest buyer was Bank of America, adding an estimated $20.6M. The largest seller was Blue Pool Management, exiting entirely with an estimated $79.2M sold.

  • 240 institutional investors held Blue Owl Capital (OBDC) as of Q4 2021, up from 222 in Q3 2021.
  • Funds reported $2.37B of Blue Owl Capital stock for Q4 2021, down 1.4% quarter-over-quarter.
  • 45 funds opened new Blue Owl Capital positions in Q4 2021 and 22 closed out, a net change of +23 holders.
  • The largest Blue Owl Capital buyer in Q4 2021 was Bank of America, an estimated $20.6M added.
  • The largest Blue Owl Capital seller in Q4 2021 was Blue Pool Management, an estimated $79.2M sold.

Based on aggregated 13F filings for Q4 2021.