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Blue Owl Capital
OBDC

Overview Fund Activity

358 hedge funds and large institutions have $2.58B invested in Blue Owl Capital in 2023 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 150 increasing their positions, 82 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
+42
Holders Change %
+13.29%
% of All Funds
5.25%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
75
Increased
150
Reduced
82
Closed
26
Calls
$5.47M
Puts
$11.7M
Net Calls
-$6.26M
Net Calls Change
-$11M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$141M
2
OPERF
2
Oregon Public Employees Retirement Fund
Oregon
$73.8M
3
LSV Asset Management
3
LSV Asset Management
Illinois
$51.2M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$45.7M
5
Goldman Sachs
5
Goldman Sachs
New York
$16.2M

Top Sellers

1
ROTUOC
1
Regents of the University of California
California
$258M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$3.09M
3
MCAI
3
Members Capital Advisors Inc
Wisconsin
$0
4
TFA
4
Trinity Financial Advisors
Ohio
$12.4M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$13.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
201
Caprock Group
Idaho
$410K +$62.7K +4,150 +18%
BWA
202
BlueChip Wealth Advisors
Georgia
$409K +$409K +27,740 New
CAPTRUST Financial Advisors
203
CAPTRUST Financial Advisors
North Carolina
$406K +$18.8K +1,273 +5%
PCIA
204
Prime Capital Investment Advisors
Kansas
$405K +$405K +27,422 New
GA
205
GFS Advisors
Texas
$400K – – –
SWA
206
Strategies Wealth Advisors
Michigan
$395K +$11.4K +775 +3%
Bank of New York Mellon
207
Bank of New York Mellon
New York
$391K +$4.41K +299 +1%
Brown Advisory
208
Brown Advisory
Maryland
$387K -$23.4K -1,585 -6%
SEC
209
Seven Eight Capital
New York
$380K -$661K -44,813 -64%
VWA
210
Visionary Wealth Advisors
Illinois
$376K -$7.38K -500 -2%
KAS
211
Kestra Advisory Services
Texas
$375K +$62.1K +4,209 +20%
ACP
212
Arcus Capital Partners
Georgia
$371K -$34.6K -2,347 -9%
KFA
213
Kelleher Financial Advisors
New York
$370K -$33.3K -2,259 -8%
PP
214
Pegasus Partners
Wisconsin
$369K – – –
AC
215
AXQ Capital
New Jersey
$367K +$367K +24,600 New
AA
216
Ancora Advisors
Ohio
$362K – – –
PRC
217
Pearl River Capital
Michigan
$358K -$24.1K -1,635 -6%
MCP
218
Mirador Capital Partners
California
$353K -$138K -9,349 -28%
AWM
219
Axxcess Wealth Management
California
$353K -$130K -8,804 -27%
WAP
220
Wealthcare Advisory Partners
Pennsylvania
$353K +$353K +23,885 New
AWA
221
Arkadios Wealth Advisors
Georgia
$348K +$45.8K +3,100 +15%
Group One Trading
222
Group One Trading
Illinois
$348K +$348K +23,589 New
LSAG
223
Lake Street Advisors Group
New Hampshire
$340K +$340K +22,500 New
TFA
224
Teamwork Financial Advisors
Texas
$340K -$38.9K -2,637 -10%
BFM
225
Boston Financial Management
Massachusetts
$337K +$337K +22,811 New
7 8
9
10 11