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Blue Owl Capital

377 hedge funds and large institutions have $2.28B invested in Blue Owl Capital in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 152 increasing their positions, 116 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 116

3% less call options, than puts

Call options by funds: $23.4M | Put options by funds: $24.2M

3% less funds holding

Funds holding: 387377 (-10)

2.93% less ownership

Funds ownership: 42.88%39.96% (-2.9%)

11% less capital invested

Capital invested by funds: $2.57B → $2.28B (-$291M)

15% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 48

20% less funds holding in top 10

Funds holding in top 10: 2016 (-4)

Holders
377
Holders Change
-10
Holders Change %
-2.58%
% of All Funds
5.41%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.23%
New
41
Increased
152
Reduced
116
Closed
48
Calls
$23.4M
Puts
$24.2M
Net Calls
-$744K
Net Calls Change
-$6.45M
Name Holding Trade Value Shares
Change
Change in
Stake
NCM
176
Next Capital Management
New York
$585K
AWA
177
Amplius Wealth Advisors
Pennsylvania
$583K -$57.5K -3,826 -9%
Bank of New York Mellon
178
Bank of New York Mellon
New York
$574K -$14.2K -946 -2%
Wealth Enhancement Advisory Services
179
Wealth Enhancement Advisory Services
Minnesota
$570K +$155K +10,298 +36%
MLIC
180
Mandatum Life Insurance Company
Finland
$564K +$195K +12,978 +50%
VF
181
Virtu Financial
New York
$556K -$146K -9,713 -20%
OBWG
182
Onyx Bridge Wealth Group
New York
$553K
KAS
183
Kestra Advisory Services
Texas
$551K +$91.9K +6,123 +19%
Brown Advisory
184
Brown Advisory
Maryland
$540K +$130K +8,644 +30%
SW
185
SteelPeak Wealth
California
$538K -$72.8K -4,851 -12%
GC
186
Guggenheim Capital
Illinois
$505K +$6.77K +451 +1%
KWM
187
Kingsview Wealth Management
Oregon
$502K -$33K -2,195 -6%
CWM
188
Cornerstone Wealth Management
Missouri
$501K +$33.9K +2,256 +7%
NAS
189
NWF Advisory Services
California
$492K -$330 -22 -0.1%
OSAM
190
O'Shaughnessy Asset Management
Connecticut
$487K -$5.29K -352 -1%
EFS
191
Essex Financial Services
Connecticut
$461K +$300K +20,000 +194%
AAS
192
Avantax Advisory Services
Texas
$458K +$72.6K +4,834 +18%
KA
193
Kovack Advisors
Florida
$458K -$80.1K -5,332 -15%
Susquehanna International Group
194
Susquehanna International Group
Pennsylvania
$456K -$431K -28,716 -48%
SWA
195
Strategies Wealth Advisors
Michigan
$451K +$40.1K +2,670 +9%
MP
196
McDonald Partners
Ohio
$437K
IIA
197
IPG Investment Advisors
California
$431K -$24.4K -1,627 -5%
CG
198
Caprock Group
Idaho
$430K +$4.12K +274 +1%
IMC Chicago
199
IMC Chicago
Illinois
$428K +$441K +29,399 New
BP
200
Ballentine Partners
Massachusetts
$427K

OBDC Hedge Fund Activity: Q3 2024 in Review

377 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q3 2024, worth a combined $2.28B — down 11% from $2.57B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of OBDC and 41 opened new positions — a net loss of 7 holders — while 116 trimmed existing stakes and 152 added.

The largest buyer was Northern Trust, opening a new position worth an estimated $14.4M. The largest seller was Regents of the University of California, exiting entirely with an estimated $34.4M sold.

  • 377 institutional investors held Blue Owl Capital (OBDC) as of Q3 2024, down from 387 in Q2 2024.
  • Funds reported $2.28B of Blue Owl Capital stock for Q3 2024, down 11% quarter-over-quarter.
  • 41 funds opened new Blue Owl Capital positions in Q3 2024 and 48 closed out, a net change of -7 holders.
  • The largest Blue Owl Capital buyer in Q3 2024 was Northern Trust, an estimated $14.4M added.
  • The largest Blue Owl Capital seller in Q3 2024 was Regents of the University of California, an estimated $34.4M sold.

Based on aggregated 13F filings for Q3 2024.