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Blue Owl Capital
OBDC

Overview Fund Activity

300 hedge funds and large institutions have $2.28B invested in Blue Owl Capital in 2022 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 127 increasing their positions, 74 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
300
Holders Change
+27
Holders Change %
+9.89%
% of All Funds
4.84%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.37%
New
63
Increased
127
Reduced
74
Closed
24
Calls
$5.71M
Puts
$112M
Net Calls
-$107M
Net Calls Change
-$67.1M

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$322M
2
Millennium Management
2
Millennium Management
New York
$23.9M
3
NCM
3
Next Capital Management
New York
$20.3M
4
SCM
4
SCS Capital Management
Massachusetts
$10.4M
5
BPM
5
Blue Pool Management
Hong Kong
$10.2M

Top Sellers

1
SONJCPFE
1
State of New Jersey Common Pension Fund E
New Jersey
$263M
2
Morgan Stanley
2
Morgan Stanley
New York
$51.5M
3
SO
3
STRS Ohio
Ohio
$23.7M
4
Invesco
4
Invesco
Georgia
$3.69M
5
TCA
5
Transcend Capital Advisors
New Jersey
$42.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFG
201
Jefferies Financial Group
New York
$229K +$229K +19,861 New
MA
202
MAS Advisors
Florida
$228K +$49.3K +4,268 +28%
AWE
203
Avidian Wealth Enterprises
Texas
$222K -$211K -18,277 -49%
AMC
204
Asset Management Corp
Illinois
$221K -$84K -7,269 -28%
CAM
205
Cresset Asset Management
Illinois
$217K +$2.46K +317 +1%
SFS
206
Sowell Financial Services
Arkansas
$212K +$212K +17,810 New
PW
207
Peninsula Wealth
California
$211K +$5.26K +455 +3%
AAS
208
Avantax Advisory Services
Texas
$206K +$6.77K +586 +3%
CWP
209
Core Wealth Partners
California
$199K +$199K +17,256 New
BCM
210
Bayesian Capital Management
New York
$198K +$198K +17,100 New
Squarepoint
211
Squarepoint
New York
$196K -$122K -10,563 -38%
Bank of Montreal
212
Bank of Montreal
Ontario, Canada
$195K -$14.5K -1,240 -7%
CPA
213
Capital Performance Advisors
California
$194K +$4.84K +419 +3%
RhumbLine Advisers
214
RhumbLine Advisers
Massachusetts
$185K +$289 +25 +0.2%
AWM
215
Axxcess Wealth Management
California
$179K +$179K +15,500 New
APW
216
Austin Private Wealth
Texas
$177K +$1.87K +162 +1%
CFGS
217
Concourse Financial Group Securities
Alabama
$176K +$26.1K +2,200 +17%
ECG
218
Edge Capital Group
Georgia
$173K – – –
ECM
219
ExodusPoint Capital Management
New York
$171K -$130K -11,320 -43%
SWM
220
SeaCrest Wealth Management
New York
$169K -$19.1K -1,654 -10%
KFGK
221
Keystone Financial Group (Kentucky)
Kentucky
$169K – – –
HT
222
Heritage Trust
Oklahoma
$161K -$224K -19,400 -58%
MWM
223
Mission Wealth Management
California
$158K +$28.9K +2,500 +22%
HP
224
Hyperion Partners
Pennsylvania
$150K +$150K +13,007 New
WS
225
Wedbush Securities
California
$146K +$146K +12,659 New
7 8
9
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