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Blue Owl Capital
OBDC

Overview Fund Activity

374 hedge funds and large institutions have $2.27B invested in Blue Owl Capital in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 150 increasing their positions, 115 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
-9
Holders Change %
-2.35%
% 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
150
Reduced
115
Closed
47
Calls
$23.4M
Puts
$24.2M
Net Calls
-$743K
Net Calls Change
-$6.45M

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$14M
2
Morgan Stanley
2
Morgan Stanley
New York
$104M
3
DA
3
Denali Advisors
California
$10.3M
4
Ameriprise
4
Ameriprise
Minnesota
$66.3M
5
VanEck Associates
5
VanEck Associates
New York
$113M

Top Sellers

1
ROTUOC
1
Regents of the University of California
California
$0
2
Two Sigma Advisers
2
Two Sigma Advisers
New York
$58.3M
3
Bank of America
3
Bank of America
North Carolina
$160M
4
Citadel Advisors
4
Citadel Advisors
Florida
$8.42M
5
SCM
5
SCS Capital Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
176
Amplius Wealth Advisors
Pennsylvania
$583K -$55.7K -3,826 -9%
Bank of New York Mellon
177
Bank of New York Mellon
New York
$574K -$13.8K -946 -2%
Wealth Enhancement Advisory Services
178
Wealth Enhancement Advisory Services
Minnesota
$570K +$150K +10,298 +36%
MLIC
179
Mandatum Life Insurance Company
Finland
$564K +$189K +12,978 +50%
VF
180
Virtu Financial
New York
$556K -$141K -9,713 -20%
OBWG
181
Onyx Bridge Wealth Group
New York
$553K – – –
KAS
182
Kestra Advisory Services
Texas
$551K +$89.2K +6,123 +19%
Brown Advisory
183
Brown Advisory
Maryland
$540K +$126K +8,644 +30%
SW
184
SteelPeak Wealth
California
$538K -$72.5K -4,851 -12%
GC
185
Guggenheim Capital
Illinois
$505K +$6.57K +451 +1%
KWM
186
Kingsview Wealth Management
Oregon
$502K -$32K -2,195 -6%
CWM
187
Cornerstone Wealth Management
Missouri
$501K +$32.9K +2,256 +7%
OSAM
188
O'Shaughnessy Asset Management
Connecticut
$487K -$5.27K -352 -1%
EFS
189
Essex Financial Services
Connecticut
$461K +$304K +20,000 +194%
AAS
190
Avantax Advisory Services
Texas
$458K +$70.4K +4,834 +18%
KA
191
Kovack Advisors
Florida
$458K -$77.7K -5,332 -15%
Susquehanna International Group
192
Susquehanna International Group
Pennsylvania
$456K -$418K -28,716 -48%
SWA
193
Strategies Wealth Advisors
Michigan
$451K +$38.9K +2,670 +9%
MP
194
McDonald Partners
Ohio
$437K – – –
IIA
195
IPG Investment Advisors
California
$431K -$24.3K -1,627 -5%
CG
196
Caprock Group
Idaho
$430K +$4.09K +274 +1%
IMC Chicago
197
IMC Chicago
Illinois
$428K +$428K +29,399 New
BP
198
Ballentine Partners
Massachusetts
$427K – – –
GC
199
Gilbert & Cook
Iowa
$427K +$14.6K +1,000 +4%
WS
200
Wedbush Securities
California
$421K -$54.6K -3,748 -11%
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8
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