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Blue Owl Capital
OBDC

Overview Fund Activity

316 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, 79 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
Holders Change
+12
Holders Change %
+3.95%
% of All Funds
5.04%
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
79
Closed
39
Calls
$10.1M
Puts
$5.3M
Net Calls
+$4.78M
Net Calls Change
+$20.8M

Top Buyers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$32.2M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$20.1M
3
SCM
3
SCS Capital Management
Massachusetts
$12.4M
4
Bank of America
4
Bank of America
North Carolina
$164M
5
Citadel Advisors
5
Citadel Advisors
Florida
$11.1M

Top Sellers

1
EG
1
Enstar Group
Bermuda
$0
2
OPERF
2
Oregon Public Employees Retirement Fund
Oregon
$0
3
ROTUOC
3
Regents of the University of California
California
$301M
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$0
5
NAM
5
Nationwide Asset Management
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OBWG
176
Onyx Bridge Wealth Group
New York
$526K – – –
KWA
177
Kingswood Wealth Advisors
California
$522K -$1.08M -80,478 -67%
Cetera Investment Advisers
178
Cetera Investment Advisers
Illinois
$508K +$25.8K +1,864 +5%
KA
179
Kovack Advisors
Florida
$502K -$97.2K -7,020 -16%
TWM
180
TMD Wealth Management
Arizona
$482K – – –
ECM
181
ExodusPoint Capital Management
New York
$476K +$48.9K +3,532 +11%
CAM
182
Cresset Asset Management
Illinois
$469K +$139K +9,868 +42%
MCP
183
Mirador Capital Partners
California
$461K +$36.1K +2,610 +9%
AWM
184
Axxcess Wealth Management
California
$453K +$453K +32,695 New
GC
185
Guggenheim Capital
Illinois
$450K -$8.98K -648 -2%
FRM
186
Fox Run Management
Connecticut
$432K +$432K +31,200 New
BRWA
187
B. Riley Wealth Advisors
Florida
$423K +$20.8K +1,466 +5%
MP
188
McDonald Partners
Ohio
$416K – – –
William Blair & Company
189
William Blair & Company
Illinois
$408K +$81.6K +5,892 +25%
BP
190
Ballentine Partners
Massachusetts
$406K – – –
AAS
191
Avantax Advisory Services
Texas
$404K +$10.4K +749 +3%
CC
192
Claybrook Capital
Massachusetts
$395K – – –
AWA
193
Arete Wealth Advisors
Illinois
$392K +$251K +18,115 +177%
Brown Advisory
194
Brown Advisory
Maryland
$385K -$19.9K -1,438 -5%
ACP
195
Arcus Capital Partners
Georgia
$381K +$381K +27,500 New
KFA
196
Kelleher Financial Advisors
New York
$379K +$5.14K +371 +1%
GA
197
GFS Advisors
Texas
$375K +$375K +27,085 New
AWC
198
Abundance Wealth Counselors
Pennsylvania
$366K +$5.47K +395 +2%
PNC Financial Services Group
199
PNC Financial Services Group
Pennsylvania
$366K – – –
Bank of New York Mellon
200
Bank of New York Mellon
New York
$363K -$35.5K -2,566 -9%
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