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Blue Owl Capital
OBDC

Overview Fund Activity

358 hedge funds and large institutions have $2.58B invested in Blue Owl Capital in 2023 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 150 increasing their positions, 82 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
+42
Holders Change %
+13.29%
% of All Funds
5.25%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
75
Increased
150
Reduced
82
Closed
26
Calls
$5.47M
Puts
$11.7M
Net Calls
-$6.26M
Net Calls Change
-$11M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$141M
2
OPERF
2
Oregon Public Employees Retirement Fund
Oregon
$73.8M
3
LSV Asset Management
3
LSV Asset Management
Illinois
$51.2M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$45.7M
5
Goldman Sachs
5
Goldman Sachs
New York
$16.2M

Top Sellers

1
ROTUOC
1
Regents of the University of California
California
$258M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$3.09M
3
MCAI
3
Members Capital Advisors Inc
Wisconsin
$0
4
TFA
4
Trinity Financial Advisors
Ohio
$12.4M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$13.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
NC
176
NewSquare Capital
Pennsylvania
$599K +$599K +40,586 New
IIA
177
IPG Investment Advisors
California
$585K -$101K -6,662 -15%
USCWA
178
U.S. Capital Wealth Advisors
Texas
$585K +$14.8K +1,000 +3%
GSEP
179
Golden State Equity Partners
California
$580K – – –
KA
180
Kovack Advisors
Florida
$576K +$41K +2,776 +8%
OBWG
181
Onyx Bridge Wealth Group
New York
$560K – – –
Lido Advisors
182
Lido Advisors
California
$550K +$550K +36,403 New
DFG
183
Demars Financial Group
Washington
$544K -$1.61M -109,069 -75%
RWA
184
Redhawk Wealth Advisors
Minnesota
$529K +$529K +35,866 New
TCM
185
Triumph Capital Management
Colorado
$517K -$339K -22,407 -40%
SG Americas Securities
186
SG Americas Securities
New York
$514K -$816K -55,309 -61%
BMO
187
Beck Mack & Oliver
New York
$502K +$502K +34,000 New
GC
188
Guggenheim Capital
Illinois
$499K +$19.3K +1,310 +4%
MWM
189
Meridian Wealth Management
Kentucky
$496K +$496K +33,623 New
BRWA
190
B. Riley Wealth Advisors
Florida
$496K +$45K +2,979 +10%
NW
191
NewEdge Wealth
Pennsylvania
$478K +$478K +32,394 New
AAS
192
Avantax Advisory Services
Texas
$474K +$43.1K +2,921 +10%
AWA
193
Arete Wealth Advisors
Illinois
$472K +$54.1K +3,664 +13%
CIC
194
Chilton Investment Company
Connecticut
$471K +$471K +31,912 New
AAA
195
Adams Asset Advisors
Texas
$459K -$318K -21,560 -41%
MP
196
McDonald Partners
Ohio
$443K – – –
William Blair & Company
197
William Blair & Company
Illinois
$440K +$5.2K +352 +1%
BP
198
Ballentine Partners
Massachusetts
$433K – – –
AWC
199
Abundance Wealth Counselors
Pennsylvania
$420K +$30.3K +2,055 +8%
WS
200
Wedbush Securities
California
$420K +$36K +2,437 +9%
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