Blue Owl Capital
OBDC
191 hedge funds and large institutions have $2.21B invested in Blue Owl Capital in 2020 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 79 increasing their positions, 31 reducing their positions, and 20 closing their positions.
200% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 20
155% more repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 31
25% more funds holding
Funds holding: 153 → 191 (+38)
17% more capital invested
Capital invested by funds: $1.89B → $2.21B (+$323M)
13% more funds holding in top 10
Funds holding in top 10: 15 → 17 (+2)
4.03% more ownership
Funds ownership: 41.86% → 45.89% (+4%)
62% less call options, than puts
Call options by funds: $180K | Put options by funds: $469K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$35.8M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$26.3M |
| 3 |
TCA
Transcend Capital Advisors
Madison,
New Jersey
|
+$16.5M |
| 4 |
ICM
Indaba Capital Management
San Francisco,
California
|
+$15M |
| 5 |
RIA
RP Investment Advisors
Toronto,
Ontario, Canada
|
+$11.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
-$20.9M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$4.67M |
| 3 |
HLA
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
|
-$4.09M |
| 4 |
MWNA
Marshall Wace North America
New York
|
-$2.02M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$1.71M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
JP Morgan Chase
New York
| – | -$361K | -30,169 | Closed |
|
202
Walleye Capital
New York
| – | -$299K | -24,767 | Closed |
|
|
CAN
203
Cetera Advisor Networks
El Segundo,
California
| – | -$277K | -22,936 | Closed |
|
|
BAM
204
Blueshift Asset Management
Red Bank,
New Jersey
| – | -$161K | -13,369 | Closed |
|
|
PIA
205
Powell Investment Advisors
Miami,
Florida
| – | -$152K | -12,215 | Closed |
|
206
Walleye Trading
New York
| – | -$146K | -12,105 | Closed |
|
|
HR
207
Howe & Rusling
Rochester,
New York
| – | -$92K | -7,602 | Closed |
|
|
RA
208
Resource America
New York
| – | -$72K | -5,949 | Closed |
|
209
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$60K | -4,990 | Closed |
|
|
CIA
210
CSat Investment Advisory
Detroit,
Michigan
| – | -$32K | -2,688 | Closed |
|
OBDC Hedge Fund Activity: Q4 2020 in Review
191 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q4 2020, worth a combined $2.21B — up 17% from $1.89B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new OBDC positions and 20 closed out — a net gain of 40 holders — while 79 added to existing stakes and 31 trimmed.
The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $35.8M. The largest seller was Migdal Insurance & Financial Holdings, cutting an estimated $20.9M.
- 191 institutional investors held Blue Owl Capital (OBDC) as of Q4 2020, up from 153 in Q3 2020.
- Funds reported $2.21B of Blue Owl Capital stock for Q4 2020, up 17% quarter-over-quarter.
- 60 funds opened new Blue Owl Capital positions in Q4 2020 and 20 closed out, a net change of +40 holders.
- The largest Blue Owl Capital buyer in Q4 2020 was Rivernorth Capital Management, an estimated $35.8M added.
- The largest Blue Owl Capital seller in Q4 2020 was Migdal Insurance & Financial Holdings, an estimated $20.9M sold.
Based on aggregated 13F filings for Q4 2020.