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Blue Owl Capital

387 hedge funds and large institutions have $2.57B invested in Blue Owl Capital in 2024 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 165 increasing their positions, 101 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 101

52% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 31

30% more call options, than puts

Call options by funds: $24.9M | Put options by funds: $19.2M

3% more funds holding

Funds holding: 376387 (+11)

0% more funds holding in top 10

Funds holding in top 10: 2020 (0)

0.37% less ownership

Funds ownership: 43.26%42.88% (-0.37%)

1% less capital invested

Capital invested by funds: $2.6B → $2.57B (-$28.4M)

Holders
387
Holders Change
+11
Holders Change %
+2.93%
% of All Funds
5.59%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.29%
New
47
Increased
165
Reduced
101
Closed
31
Calls
$24.9M
Puts
$19.2M
Net Calls
+$5.7M
Net Calls Change
+$2.4M
Name Holding Trade Value Shares
Change
Change in
Stake
USCWA
201
U.S. Capital Wealth Advisors
Texas
$647K +$24K +1,500 +4%
SW
202
SteelPeak Wealth
California
$643K +$334K +20,875 +104%
GRP
203
Global Retirement Partners
California
$639K +$479K +29,937 +257%
Bank of New York Mellon
204
Bank of New York Mellon
New York
$619K +$177K +11,041 +38%
NCM
205
Next Capital Management
New York
$616K -$19.4M -1,214,118 -97%
William Blair & Company
206
William Blair & Company
Illinois
$598K +$140K +8,759 +29%
OBWG
207
Onyx Bridge Wealth Group
New York
$583K
AWA
208
Arete Wealth Advisors
Illinois
$571K +$70.5K +4,409 +13%
KA
209
Kovack Advisors
Florida
$564K -$30.7K -1,922 -5%
KWM
210
Kingsview Wealth Management
Oregon
$563K +$55.6K +3,475 +10%
GC
211
Guggenheim Capital
Illinois
$526K +$24.1K +1,505 +5%
NAS
212
NWF Advisory Services
California
$519K -$65.4K -4,089 -11%
YIH
213
Y-Intercept (HK)
Hong Kong
$518K -$263K -16,425 -33%
OSAM
214
O'Shaughnessy Asset Management
Connecticut
$505K +$526K +32,881 New
WS
215
Wedbush Securities
California
$502K +$61K +3,813 +13%
CWM
216
Cornerstone Wealth Management
Missouri
$493K -$42.2K -2,641 -8%
Connor, Clark & Lunn Investment Management (CC&L)
217
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$492K +$512K +32,034 New
KAS
218
Kestra Advisory Services
Texas
$487K +$42K +2,626 +9%
FRM
219
Fox Run Management
Connecticut
$481K -$402K -25,173 -45%
IIA
220
IPG Investment Advisors
California
$479K -$86.6K -5,416 -15%
MWPCG
221
Measured Wealth Private Client Group
New Hampshire
$479K +$173K +10,831 +53%
AAA
222
Adams Asset Advisors
Texas
$478K
MP
223
McDonald Partners
Ohio
$461K
EGM
224
Engineers Gate Manager
New York
$460K +$48.6K +3,038 +11%
BP
225
Ballentine Partners
Massachusetts
$450K

OBDC Hedge Fund Activity: Q2 2024 in Review

387 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q2 2024, worth a combined $2.57B — down 1.1% from $2.6B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new OBDC positions and 31 closed out — a net gain of 16 holders — while 165 added to existing stakes and 101 trimmed.

The largest buyer was Two Sigma Advisers, adding an estimated $69.4M. The largest seller was Regents of the University of California, cutting an estimated $126M.

  • 387 institutional investors held Blue Owl Capital (OBDC) as of Q2 2024, up from 376 in Q1 2024.
  • Funds reported $2.57B of Blue Owl Capital stock for Q2 2024, down 1.1% quarter-over-quarter.
  • 47 funds opened new Blue Owl Capital positions in Q2 2024 and 31 closed out, a net change of +16 holders.
  • The largest Blue Owl Capital buyer in Q2 2024 was Two Sigma Advisers, an estimated $69.4M added.
  • The largest Blue Owl Capital seller in Q2 2024 was Regents of the University of California, an estimated $126M sold.

Based on aggregated 13F filings for Q2 2024.