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Blue Owl Capital

263 hedge funds and large institutions have $2.54B invested in Blue Owl Capital in 2022 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 102 increasing their positions, 63 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 27

62% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 63

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

10% more funds holding

Funds holding: 240263 (+23)

7% more capital invested

Capital invested by funds: $2.37B → $2.54B (+$172M)

1.29% more ownership

Funds ownership: 42.5%43.79% (+1.3%)

14% less call options, than puts

Call options by funds: $4.83M | Put options by funds: $5.63M

Holders
263
Holders Change
+23
Holders Change %
+9.58%
% of All Funds
4.15%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.33%
New
52
Increased
102
Reduced
63
Closed
27
Calls
$4.83M
Puts
$5.63M
Net Calls
-$795K
Net Calls Change
-$1.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Wolverine Trading
201
Wolverine Trading
Illinois
$203K +$200K +13,677 New
ECM
202
Exchange Capital Management
Michigan
$197K
FH
203
FWG Holdings
Florida
$195K
Bank of New York Mellon
204
Bank of New York Mellon
New York
$194K -$173K -11,837 -47%
RhumbLine Advisers
205
RhumbLine Advisers
Massachusetts
$189K -$37.4K -2,552 -17%
AWA
206
Arete Wealth Advisors
Illinois
$188K +$8.91K +608 +5%
BAAM
207
Baker Avenue Asset Management
California
$188K +$186K +12,700 New
AIP
208
Ahrens Investment Partners
Louisiana
$184K -$23.2K -1,581 -11%
CAM
209
Cresset Asset Management
Illinois
$183K +$3.55K +242 +2%
KPWS
210
Kestra Private Wealth Services
Texas
$181K -$29.2K -1,996 -14%
QCIG
211
Quad-Cities Investment Group
Iowa
$181K +$2.04K +139 +1%
William Blair & Company
212
William Blair & Company
Illinois
$176K -$4.42M -301,288 -96%
IWM
213
IHT Wealth Management
Illinois
$172K +$9.2K +628 +6%
WF
214
Welch & Forbes
Massachusetts
$172K +$171K +11,640 New
JG
215
Jefferies Group
New York
$170K
MWM
216
Mission Wealth Management
California
$166K
CAL
217
Capital Advisors Ltd
Ohio
$163K +$161K +11,000 New
GC
218
Grimes & Company
Massachusetts
$162K +$161K +10,979 New
Lido Advisors
219
Lido Advisors
California
$162K +$161K +11,000 New
MML Investors Services
220
MML Investors Services
Massachusetts
$159K -$29.4K -2,003 -16%
RJT
221
Raymond James Trust
Florida
$159K
CG
222
Caprock Group
Idaho
$158K
Comerica Bank
223
Comerica Bank
Texas
$158K
CIBC World Market
224
CIBC World Market
Ontario, Canada
$154K
CG
225
CFO4Life Group
Texas
$148K +$147K +10,014 New

OBDC Hedge Fund Activity: Q1 2022 in Review

263 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q1 2022, worth a combined $2.54B — up 7.3% from $2.37B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new OBDC positions and 27 closed out — a net gain of 25 holders — while 102 added to existing stakes and 63 trimmed.

The largest buyer was Enstar Group, adding an estimated $55.4M. The largest seller was Indaba Capital Management, exiting entirely with an estimated $27.1M sold.

  • 263 institutional investors held Blue Owl Capital (OBDC) as of Q1 2022, up from 240 in Q4 2021.
  • Funds reported $2.54B of Blue Owl Capital stock for Q1 2022, up 7.3% quarter-over-quarter.
  • 52 funds opened new Blue Owl Capital positions in Q1 2022 and 27 closed out, a net change of +25 holders.
  • The largest Blue Owl Capital buyer in Q1 2022 was Enstar Group, an estimated $55.4M added.
  • The largest Blue Owl Capital seller in Q1 2022 was Indaba Capital Management, an estimated $27.1M sold.

Based on aggregated 13F filings for Q1 2022.