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Blue Owl Capital

263 hedge funds and large institutions have $2.54B invested in Blue Owl Capital in 2022 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 102 increasing their positions, 63 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 27

62% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 63

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

10% more funds holding

Funds holding: 240263 (+23)

7% more capital invested

Capital invested by funds: $2.37B → $2.54B (+$172M)

1.29% more ownership

Funds ownership: 42.5%43.79% (+1.3%)

14% less call options, than puts

Call options by funds: $4.83M | Put options by funds: $5.63M

Holders
263
Holders Change
+23
Holders Change %
+9.58%
% of All Funds
4.15%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.33%
New
52
Increased
102
Reduced
63
Closed
27
Calls
$4.83M
Puts
$5.63M
Net Calls
-$795K
Net Calls Change
-$1.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
176
Brown Advisory
Maryland
$330K +$37.8K +2,580 +13%
SWA
177
Strategies Wealth Advisors
Michigan
$328K +$6.79K +463 +2%
TI
178
Trexquant Investment
Connecticut
$326K +$323K +22,038 New
GC
179
Guggenheim Capital
Illinois
$314K +$27.9K +1,901 +10%
NFC
180
Northeast Financial Consultants
Connecticut
$309K +$306K +20,900 New
MYIA
181
Mount Yale Investment Advisors
Colorado
$299K +$296K +20,205 New
ACM
182
Alamar Capital Management
California
$296K +$58.6K +4,000 +25%
APA
183
American Portfolios Advisors
New York
$290K +$43.7K +2,984 +18%
LFA
184
Legacy Financial Advisors
Kentucky
$289K +$287K +19,552 New
QC
185
Quantedge Capital
Singapore
$284K
BPA
186
Beacon Pointe Advisors
California
$272K +$270K +18,418 New
AAS
187
Avantax Advisory Services
Texas
$256K +$4.56K +311 +2%
PW
188
Peninsula Wealth
California
$251K +$5.2K +355 +2%
FAN
189
Financial Advisors Network
California
$248K -$198K -13,500 -45%
KA
190
Kovack Advisors
Florida
$247K -$21.8K -1,489 -8%
CIBC Asset Management
191
CIBC Asset Management
Ontario, Canada
$241K
CIBC Private Wealth Group
192
CIBC Private Wealth Group
Georgia
$241K
Bank of Montreal
193
Bank of Montreal
Ontario, Canada
$239K
AWM
194
Apollon Wealth Management
South Carolina
$238K -$28K -1,910 -11%
CPA
195
Capital Performance Advisors
California
$231K +$4.79K +327 +2%
APW
196
Austin Private Wealth
Texas
$217K
KFGK
197
Keystone Financial Group (Kentucky)
Kentucky
$216K
AWS
198
AJ Wealth Strategies
New York
$211K +$3.17K +216 +2%
PFA
199
Peak Financial Advisors
Colorado
$208K +$15.8K +1,078 +8%
SIC
200
Samalin Investment Counsel
New York
$206K +$51.6K +3,522 +34%

OBDC Hedge Fund Activity: Q1 2022 in Review

263 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q1 2022, worth a combined $2.54B — up 7.3% from $2.37B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new OBDC positions and 27 closed out — a net gain of 25 holders — while 102 added to existing stakes and 63 trimmed.

The largest buyer was Enstar Group, adding an estimated $55.4M. The largest seller was Indaba Capital Management, exiting entirely with an estimated $27.1M sold.

  • 263 institutional investors held Blue Owl Capital (OBDC) as of Q1 2022, up from 240 in Q4 2021.
  • Funds reported $2.54B of Blue Owl Capital stock for Q1 2022, up 7.3% quarter-over-quarter.
  • 52 funds opened new Blue Owl Capital positions in Q1 2022 and 27 closed out, a net change of +25 holders.
  • The largest Blue Owl Capital buyer in Q1 2022 was Enstar Group, an estimated $55.4M added.
  • The largest Blue Owl Capital seller in Q1 2022 was Indaba Capital Management, an estimated $27.1M sold.

Based on aggregated 13F filings for Q1 2022.