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Blue Owl Capital

377 hedge funds and large institutions have $2.28B invested in Blue Owl Capital in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 152 increasing their positions, 116 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 116

3% less call options, than puts

Call options by funds: $23.4M | Put options by funds: $24.2M

3% less funds holding

Funds holding: 387377 (-10)

2.93% less ownership

Funds ownership: 42.88%39.96% (-2.9%)

11% less capital invested

Capital invested by funds: $2.57B → $2.28B (-$291M)

15% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 48

20% less funds holding in top 10

Funds holding in top 10: 2016 (-4)

Holders
377
Holders Change
-10
Holders Change %
-2.58%
% of All Funds
5.41%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.23%
New
41
Increased
152
Reduced
116
Closed
48
Calls
$23.4M
Puts
$24.2M
Net Calls
-$744K
Net Calls Change
-$6.45M
Name Holding Trade Value Shares
Change
Change in
Stake
GC
201
Gilbert & Cook
Iowa
$427K +$15K +1,000 +4%
WS
202
Wedbush Securities
California
$421K -$56.3K -3,748 -11%
RJT
203
Raymond James Trust
Florida
$418K +$93.9K +6,251 +28%
SM
204
Sciencast Management
New Jersey
$416K -$1.56M -103,595 -78%
GRP
205
Global Retirement Partners
California
$413K -$198K -13,202 -32%
DFG
206
Demars Financial Group
Washington
$413K +$5.24K +349 +1%
MCP
207
Mirador Capital Partners
California
$412K -$2.63K -175 -0.6%
MML Investors Services
208
MML Investors Services
Massachusetts
$412K +$83.1K +5,533 +24%
UAG
209
United Advisor Group
Ohio
$411K
ADIM
210
Alpha DNA Investment Management
Maryland
$411K +$50.9K +3,390 +14%
VWA
211
Visionary Wealth Advisors
Illinois
$407K +$35.8K +2,382 +9%
AWA
212
Arkadios Wealth Advisors
Georgia
$404K +$63.1K +4,200 +18%
BWA
213
BlueChip Wealth Advisors
Georgia
$397K -$7.51K -500 -2%
IF
214
Integrity Financial
Wyoming
$386K -$511 -34 -0.1%
NC
215
NovaPoint Capital
Georgia
$378K -$24K -1,600 -6%
AWA
216
Arete Wealth Advisors
Illinois
$376K -$170K -11,335 -31%
PWM
217
Perigon Wealth Management
California
$371K +$25.9K +1,727 +7%
Marshall Wace
218
Marshall Wace
United Kingdom
$371K +$145K +9,680 +61%
PP
219
Pegasus Partners
Wisconsin
$364K
AA
220
Ancora Advisors
Ohio
$358K -$3.25M -216,162 -90%
Bessemer Group
221
Bessemer Group
New Jersey
$357K +$368K +24,500 New
CFGS
222
Concourse Financial Group Securities
Alabama
$357K -$3K -200 -0.8%
KFA
223
Kelleher Financial Advisors
New York
$356K -$17.4K -1,162 -5%
ASFA
224
All Season Financial Advisors
Colorado
$355K +$366K +24,398 New
B
225
Bailard
California
$348K +$359K +23,912 New

OBDC Hedge Fund Activity: Q3 2024 in Review

377 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q3 2024, worth a combined $2.28B — down 11% from $2.57B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of OBDC and 41 opened new positions — a net loss of 7 holders — while 116 trimmed existing stakes and 152 added.

The largest buyer was Northern Trust, opening a new position worth an estimated $14.4M. The largest seller was Regents of the University of California, exiting entirely with an estimated $34.4M sold.

  • 377 institutional investors held Blue Owl Capital (OBDC) as of Q3 2024, down from 387 in Q2 2024.
  • Funds reported $2.28B of Blue Owl Capital stock for Q3 2024, down 11% quarter-over-quarter.
  • 41 funds opened new Blue Owl Capital positions in Q3 2024 and 48 closed out, a net change of -7 holders.
  • The largest Blue Owl Capital buyer in Q3 2024 was Northern Trust, an estimated $14.4M added.
  • The largest Blue Owl Capital seller in Q3 2024 was Regents of the University of California, an estimated $34.4M sold.

Based on aggregated 13F filings for Q3 2024.