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Blue Owl Capital

318 hedge funds and large institutions have $2.29B invested in Blue Owl Capital in 2023 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 121 increasing their positions, 80 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more call options, than puts

Call options by funds: $10.1M | Put options by funds: $5.3M

51% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 80

41% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 39

4% more funds holding

Funds holding: 306318 (+12)

3% more capital invested

Capital invested by funds: $2.23B → $2.29B (+$61.1M)

0.04% more ownership

Funds ownership: 42.4%42.43% (+0.04%)

10% less funds holding in top 10

Funds holding in top 10: 2119 (-2)

Holders
318
Holders Change
+12
Holders Change %
+3.92%
% of All Funds
5.05%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.3%
New
55
Increased
121
Reduced
80
Closed
39
Calls
$10.1M
Puts
$5.3M
Net Calls
+$4.78M
Net Calls Change
+$20.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
201
PNC Financial Services Group
Pennsylvania
$366K
Bank of New York Mellon
202
Bank of New York Mellon
New York
$363K -$35.4K -2,566 -9%
CAPTRUST Financial Advisors
203
CAPTRUST Financial Advisors
North Carolina
$363K -$46.2K -3,350 -11%
CSS
204
Cubist Systematic Strategies
Connecticut
$362K -$2.51M -181,798 -87%
WS
205
Wedbush Securities
California
$360K -$21.1K -1,525 -6%
SWA
206
Strategies Wealth Advisors
Michigan
$360K +$10.1K +731 +3%
VWA
207
Visionary Wealth Advisors
Illinois
$360K -$34.2K -2,477 -9%
PRC
208
Pearl River Capital
Michigan
$358K -$112K -8,147 -24%
TFA
209
Teamwork Financial Advisors
Texas
$356K -$14.7K -1,065 -4%
PP
210
Pegasus Partners
Wisconsin
$346K +$345K +25,000 New
AA
211
Ancora Advisors
Ohio
$340K +$339K +24,552 New
CG
212
Caprock Group
Idaho
$326K -$137K -9,915 -30%
DA
213
DCM Advisors
New York
$305K +$8.5K +616 +3%
CG
214
CFO4Life Group
Texas
$298K +$3.69K +267 +1%
KAS
215
Kestra Advisory Services
Texas
$294K +$32.2K +2,334 +12%
SFS
216
Sowell Financial Services
Arkansas
$292K +$20.6K +1,491 +8%
AWA
217
Arkadios Wealth Advisors
Georgia
$284K -$398K -28,815 -58%
BPA
218
Beacon Pointe Advisors
California
$283K +$282K +20,439 New
SWA
219
Stratos Wealth Advisors
Ohio
$277K +$276K +20,002 New
AI
220
Accredited Investors
Minnesota
$270K -$13.8K -1,000 -5%
PPW
221
Pasadena Private Wealth
California
$265K +$61.5K +4,454 +30%
S
222
SignatureFD
Georgia
$264K -$103K -7,497 -28%
CPA
223
Capital Performance Advisors
California
$254K +$7.11K +515 +3%
CFGS
224
Concourse Financial Group Securities
Alabama
$253K +$26.9K +1,950 +12%
PW
225
Peninsula Wealth
California
$243K -$4.28K -310 -2%

OBDC Hedge Fund Activity: Q3 2023 in Review

318 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q3 2023, worth a combined $2.29B — up 2.7% from $2.23B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new OBDC positions and 39 closed out — a net gain of 16 holders — while 121 added to existing stakes and 80 trimmed.

The largest buyer was JP Morgan Private Wealth Advisors, opening a new position worth an estimated $32.1M. The largest seller was Enstar Group, exiting entirely with an estimated $53.1M sold.

  • 318 institutional investors held Blue Owl Capital (OBDC) as of Q3 2023, up from 306 in Q2 2023.
  • Funds reported $2.29B of Blue Owl Capital stock for Q3 2023, up 2.7% quarter-over-quarter.
  • 55 funds opened new Blue Owl Capital positions in Q3 2023 and 39 closed out, a net change of +16 holders.
  • The largest Blue Owl Capital buyer in Q3 2023 was JP Morgan Private Wealth Advisors, an estimated $32.1M added.
  • The largest Blue Owl Capital seller in Q3 2023 was Enstar Group, an estimated $53.1M sold.

Based on aggregated 13F filings for Q3 2023.