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Blue Owl Capital

318 hedge funds and large institutions have $2.29B invested in Blue Owl Capital in 2023 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 121 increasing their positions, 80 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more call options, than puts

Call options by funds: $10.1M | Put options by funds: $5.3M

51% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 80

41% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 39

4% more funds holding

Funds holding: 306318 (+12)

3% more capital invested

Capital invested by funds: $2.23B → $2.29B (+$61.1M)

0.04% more ownership

Funds ownership: 42.4%42.43% (+0.04%)

10% less funds holding in top 10

Funds holding in top 10: 2119 (-2)

Holders
318
Holders Change
+12
Holders Change %
+3.92%
% of All Funds
5.05%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.3%
New
55
Increased
121
Reduced
80
Closed
39
Calls
$10.1M
Puts
$5.3M
Net Calls
+$4.78M
Net Calls Change
+$20.8M
Name Holding Trade Value Shares
Change
Change in
Stake
USCWA
176
U.S. Capital Wealth Advisors
Texas
$535K
OBWG
177
Onyx Bridge Wealth Group
New York
$526K
KWA
178
Kingswood Wealth Advisors
California
$522K -$1.11M -80,478 -67%
Cetera Investment Advisers
179
Cetera Investment Advisers
Illinois
$508K +$25.7K +1,864 +5%
KA
180
Kovack Advisors
Florida
$502K -$96.9K -7,020 -16%
NAS
181
NWF Advisory Services
California
$494K
TWM
182
TMD Wealth Management
Arizona
$482K
ECM
183
ExodusPoint Capital Management
New York
$476K +$48.8K +3,532 +11%
CAM
184
Cresset Asset Management
Illinois
$469K +$136K +9,868 +42%
MCP
185
Mirador Capital Partners
California
$461K +$36K +2,610 +9%
AWM
186
Axxcess Wealth Management
California
$453K +$451K +32,695 New
GC
187
Guggenheim Capital
Illinois
$450K -$8.95K -648 -2%
FRM
188
Fox Run Management
Connecticut
$432K +$431K +31,200 New
BRWA
189
B. Riley Wealth Advisors
Florida
$423K +$20.2K +1,466 +5%
MP
190
McDonald Partners
Ohio
$416K
William Blair & Company
191
William Blair & Company
Illinois
$408K +$81.3K +5,892 +25%
BP
192
Ballentine Partners
Massachusetts
$406K
AAS
193
Avantax Advisory Services
Texas
$404K +$10.3K +749 +3%
CC
194
Claybrook Capital
Massachusetts
$395K
AWA
195
Arete Wealth Advisors
Illinois
$392K +$250K +18,115 +177%
Brown Advisory
196
Brown Advisory
Maryland
$385K -$19.9K -1,438 -5%
ACP
197
Arcus Capital Partners
Georgia
$381K +$380K +27,500 New
KFA
198
Kelleher Financial Advisors
New York
$379K +$5.12K +371 +1%
GA
199
GFS Advisors
Texas
$375K +$374K +27,085 New
AWC
200
Abundance Wealth Counselors
Pennsylvania
$366K +$5.45K +395 +2%

OBDC Hedge Fund Activity: Q3 2023 in Review

318 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q3 2023, worth a combined $2.29B — up 2.7% from $2.23B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new OBDC positions and 39 closed out — a net gain of 16 holders — while 121 added to existing stakes and 80 trimmed.

The largest buyer was JP Morgan Private Wealth Advisors, opening a new position worth an estimated $32.1M. The largest seller was Enstar Group, exiting entirely with an estimated $53.1M sold.

  • 318 institutional investors held Blue Owl Capital (OBDC) as of Q3 2023, up from 306 in Q2 2023.
  • Funds reported $2.29B of Blue Owl Capital stock for Q3 2023, up 2.7% quarter-over-quarter.
  • 55 funds opened new Blue Owl Capital positions in Q3 2023 and 39 closed out, a net change of +16 holders.
  • The largest Blue Owl Capital buyer in Q3 2023 was JP Morgan Private Wealth Advisors, an estimated $32.1M added.
  • The largest Blue Owl Capital seller in Q3 2023 was Enstar Group, an estimated $53.1M sold.

Based on aggregated 13F filings for Q3 2023.