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Blue Owl Capital

306 hedge funds and large institutions have $2.23B invested in Blue Owl Capital in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 124 increasing their positions, 76 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 76

49% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 35

4% more funds holding

Funds holding: 294306 (+12)

2% more capital invested

Capital invested by funds: $2.19B → $2.23B (+$44.1M)

1.98% less ownership

Funds ownership: 44.38%42.4% (-2%)

13% less funds holding in top 10

Funds holding in top 10: 2421 (-3)

64% less call options, than puts

Call options by funds: $9.01M | Put options by funds: $25M

Holders
306
Holders Change
+12
Holders Change %
+4.08%
% of All Funds
4.8%
Holding in Top 10
21
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12.5%
% of All Funds
0.33%
New
52
Increased
124
Reduced
76
Closed
35
Calls
$9.01M
Puts
$25M
Net Calls
-$16M
Net Calls Change
+$38.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
176
Caprock Group
Idaho
$452K
GC
177
Guggenheim Capital
Illinois
$445K +$37.1K +2,838 +9%
FA
178
FDx Advisors
Illinois
$421K -$29.7K -2,272 -7%
ECM
179
ExodusPoint Capital Management
New York
$414K -$780K -59,669 -66%
MCP
180
Mirador Capital Partners
California
$412K -$10.7K -820 -3%
MP
181
McDonald Partners
Ohio
$403K
CAPTRUST Financial Advisors
182
CAPTRUST Financial Advisors
North Carolina
$397K +$45.2K +3,456 +13%
SCA
183
Snowden Capital Advisors
New York
$397K +$14.4K +1,102 +4%
BP
184
Ballentine Partners
Massachusetts
$394K
Brown Advisory
185
Brown Advisory
Maryland
$393K -$91.5K -7,000 -19%
BRWA
186
B. Riley Wealth Advisors
Florida
$390K
CGA
187
Crescent Grove Advisors
Illinois
$386K +$367K +28,100 New
Bank of New York Mellon
188
Bank of New York Mellon
New York
$386K +$75.5K +5,772 +25%
ASFA
189
All Season Financial Advisors
Colorado
$384K -$175K -13,419 -32%
CC
190
Claybrook Capital
Massachusetts
$382K
AAS
191
Avantax Advisory Services
Texas
$382K +$113K +8,632 +44%
VWA
192
Visionary Wealth Advisors
Illinois
$382K -$15.9K -1,215 -4%
WS
193
Wedbush Securities
California
$370K +$125K +9,546 +53%
KFA
194
Kelleher Financial Advisors
New York
$362K +$191K +14,589 +118%
TFA
195
Teamwork Financial Advisors
Texas
$359K +$497 +38 +0.1%
S
196
SignatureFD
Georgia
$357K +$26 +2 +0%
PNC Financial Services Group
197
PNC Financial Services Group
Pennsylvania
$354K -$628 -48 -0.2%
AWC
198
Abundance Wealth Counselors
Pennsylvania
$349K -$8.13K -622 -2%
SWA
199
Strategies Wealth Advisors
Michigan
$339K +$9.69K +741 +3%
CAM
200
Cresset Asset Management
Illinois
$322K -$62.2K -4,759 -17%

OBDC Hedge Fund Activity: Q2 2023 in Review

306 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q2 2023, worth a combined $2.23B — up 2% from $2.19B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new OBDC positions and 35 closed out — a net gain of 17 holders — while 124 added to existing stakes and 76 trimmed.

The largest buyer was Bank of America, adding an estimated $12.3M. The largest seller was Oregon Public Employees Retirement Fund, cutting an estimated $65.1M.

  • 306 institutional investors held Blue Owl Capital (OBDC) as of Q2 2023, up from 294 in Q1 2023.
  • Funds reported $2.23B of Blue Owl Capital stock for Q2 2023, up 2% quarter-over-quarter.
  • 52 funds opened new Blue Owl Capital positions in Q2 2023 and 35 closed out, a net change of +17 holders.
  • The largest Blue Owl Capital buyer in Q2 2023 was Bank of America, an estimated $12.3M added.
  • The largest Blue Owl Capital seller in Q2 2023 was Oregon Public Employees Retirement Fund, an estimated $65.1M sold.

Based on aggregated 13F filings for Q2 2023.