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Blue Owl Capital

376 hedge funds and large institutions have $2.6B invested in Blue Owl Capital in 2024 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 160 increasing their positions, 93 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $7.46M | Put options by funds: $4.17M

72% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 93

59% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 37

5% more funds holding in top 10

Funds holding in top 10: 1920 (+1)

4% more funds holding

Funds holding: 360376 (+16)

0% more capital invested

Capital invested by funds: $2.58B → $2.6B (+$10.7M)

1.66% less ownership

Funds ownership: 44.91%43.26% (-1.7%)

Holders
376
Holders Change
+16
Holders Change %
+4.44%
% of All Funds
5.42%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.29%
New
59
Increased
160
Reduced
93
Closed
37
Calls
$7.46M
Puts
$4.17M
Net Calls
+$3.3M
Net Calls Change
+$9.55M
Name Holding Trade Value Shares
Change
Change in
Stake
CIC
201
Chilton Investment Company
Connecticut
$519K +$27.8K +1,849 +6%
KWM
202
Kingsview Wealth Management
Oregon
$511K +$345K +22,945 +224%
AWA
203
Arete Wealth Advisors
Illinois
$503K +$11.1K +740 +2%
GC
204
Guggenheim Capital
Illinois
$503K -$16.3K -1,086 -3%
TCM
205
Triumph Capital Management
Colorado
$499K -$22.9K -1,523 -4%
AAA
206
Adams Asset Advisors
Texas
$478K
AAS
207
Avantax Advisory Services
Texas
$467K -$26K -1,728 -5%
William Blair & Company
208
William Blair & Company
Illinois
$464K +$5.2K +346 +1%
MP
209
McDonald Partners
Ohio
$461K
AWC
210
Abundance Wealth Counselors
Pennsylvania
$455K +$16.6K +1,103 +4%
BP
211
Ballentine Partners
Massachusetts
$451K
Bank of New York Mellon
212
Bank of New York Mellon
New York
$450K +$41.4K +2,755 +10%
SG Americas Securities
213
SG Americas Securities
New York
$450K -$84.3K -5,604 -16%
DFG
214
Demars Financial Group
Washington
$449K -$115K -7,681 -21%
KAS
215
Kestra Advisory Services
Texas
$447K +$54.4K +3,620 +14%
WS
216
Wedbush Securities
California
$444K +$6.09K +405 +1%
CG
217
Caprock Group
Idaho
$443K +$15.4K +1,027 +4%
Brown Advisory
218
Brown Advisory
Maryland
$437K +$32.1K +2,138 +8%
PCIA
219
Prime Capital Investment Advisors
Kansas
$435K +$12.6K +841 +3%
UAG
220
United Advisor Group
Ohio
$434K +$424K +28,200 New
BWA
221
BlueChip Wealth Advisors
Georgia
$427K
SWA
222
Strategies Wealth Advisors
Michigan
$423K +$11.5K +762 +3%
BRWA
223
B. Riley Wealth Advisors
Florida
$423K -$44.8K -2,979 -9%
MCP
224
Mirador Capital Partners
California
$418K +$48.8K +3,243 +14%
EGM
225
Engineers Gate Manager
New York
$413K +$404K +26,882 New

OBDC Hedge Fund Activity: Q1 2024 in Review

376 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q1 2024, worth a combined $2.6B — up 0.41% from $2.58B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new OBDC positions and 37 closed out — a net gain of 22 holders — while 160 added to existing stakes and 93 trimmed.

The largest buyer was VanEck Associates, adding an estimated $19.9M. The largest seller was Regents of the University of California, cutting an estimated $112M.

  • 376 institutional investors held Blue Owl Capital (OBDC) as of Q1 2024, up from 360 in Q4 2023.
  • Funds reported $2.6B of Blue Owl Capital stock for Q1 2024, up 0.41% quarter-over-quarter.
  • 59 funds opened new Blue Owl Capital positions in Q1 2024 and 37 closed out, a net change of +22 holders.
  • The largest Blue Owl Capital buyer in Q1 2024 was VanEck Associates, an estimated $19.9M added.
  • The largest Blue Owl Capital seller in Q1 2024 was Regents of the University of California, an estimated $112M sold.

Based on aggregated 13F filings for Q1 2024.