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Blue Owl Capital

376 hedge funds and large institutions have $2.6B invested in Blue Owl Capital in 2024 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 160 increasing their positions, 93 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $7.46M | Put options by funds: $4.17M

72% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 93

59% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 37

5% more funds holding in top 10

Funds holding in top 10: 1920 (+1)

4% more funds holding

Funds holding: 360376 (+16)

0% more capital invested

Capital invested by funds: $2.58B → $2.6B (+$10.7M)

1.66% less ownership

Funds ownership: 44.91%43.26% (-1.7%)

Holders
376
Holders Change
+16
Holders Change %
+4.44%
% of All Funds
5.42%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.29%
New
59
Increased
160
Reduced
93
Closed
37
Calls
$7.46M
Puts
$4.17M
Net Calls
+$3.3M
Net Calls Change
+$9.55M
Name Holding Trade Value Shares
Change
Change in
Stake
TA
176
TruWealth Advisors
Louisiana
$810K +$792K +52,644 New
Jane Street
177
Jane Street
New York
$797K +$538K +35,784 +223%
Wealth Enhancement Advisory Services
178
Wealth Enhancement Advisory Services
Minnesota
$787K +$769K +51,159 New
CAG
179
Csenge Advisory Group
Florida
$786K +$19.3K +1,281 +3%
YIH
180
Y-Intercept (HK)
Hong Kong
$771K +$754K +50,136 New
WWA
181
WCG Wealth Advisors
Nevada
$750K -$5.1K -339 -0.7%
CA
182
Cetera Advisors
Colorado
$736K +$719K +47,828 New
PNC Financial Services Group
183
PNC Financial Services Group
Pennsylvania
$713K
Neuberger Berman Group
184
Neuberger Berman Group
New York
$712K -$55.6K -3,700 -7%
CW
185
Channel Wealth
California
$701K -$59.4K -3,950 -8%
NC
186
NewSquare Capital
Pennsylvania
$679K +$54K +3,591 +9%
RWA
187
Redhawk Wealth Advisors
Minnesota
$666K +$112K +7,465 +21%
USCWA
188
U.S. Capital Wealth Advisors
Texas
$625K +$15K +1,000 +3%
GCM
189
Greenland Capital Management
New York
$615K -$226K -15,000 -27%
AI
190
Atom Investors
Texas
$612K +$598K +39,760 New
OBWG
191
Onyx Bridge Wealth Group
New York
$605K
KA
192
Kovack Advisors
Florida
$595K -$5.92K -394 -1%
NAS
193
NWF Advisory Services
California
$583K +$8.92K +593 +2%
CIBC Private Wealth Group
194
CIBC Private Wealth Group
Georgia
$569K +$350K +23,299 +167%
Squarepoint
195
Squarepoint
New York
$568K +$556K +36,962 New
DM
196
Deerfield Management
New York
$565K +$370K +24,595 +203%
IIA
197
IPG Investment Advisors
California
$565K -$43.3K -2,878 -7%
AIM
198
Aigen Investment Management
New York
$538K -$358K -23,829 -41%
IF
199
Integrity Financial
Wyoming
$537K -$671K -44,649 -56%
CWM
200
Cornerstone Wealth Management
Missouri
$535K -$125K -8,297 -19%

OBDC Hedge Fund Activity: Q1 2024 in Review

376 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q1 2024, worth a combined $2.6B — up 0.41% from $2.58B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new OBDC positions and 37 closed out — a net gain of 22 holders — while 160 added to existing stakes and 93 trimmed.

The largest buyer was VanEck Associates, adding an estimated $19.9M. The largest seller was Regents of the University of California, cutting an estimated $112M.

  • 376 institutional investors held Blue Owl Capital (OBDC) as of Q1 2024, up from 360 in Q4 2023.
  • Funds reported $2.6B of Blue Owl Capital stock for Q1 2024, up 0.41% quarter-over-quarter.
  • 59 funds opened new Blue Owl Capital positions in Q1 2024 and 37 closed out, a net change of +22 holders.
  • The largest Blue Owl Capital buyer in Q1 2024 was VanEck Associates, an estimated $19.9M added.
  • The largest Blue Owl Capital seller in Q1 2024 was Regents of the University of California, an estimated $112M sold.

Based on aggregated 13F filings for Q1 2024.