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Blue Owl Capital
OBDC

66 hedge funds and large institutions have $1.2B invested in Blue Owl Capital in 2019 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 28 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 8

180% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 10

100% more funds holding in top 10

Funds holding in top 10: 3 → 6 (+3)

47% more capital invested

Capital invested by funds: $813M → $1.2B (+$382M)

35% more funds holding

Funds holding: 49 → 66 (+17)

3.73% more ownership

Funds ownership: 13.44% → 17.18% (+3.7%)

Holders
66
Holders Change
+17
Holders Change %
+34.69%
% of All Funds
1.3%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
25
Increased
28
Reduced
10
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SONJCPFE
State of New Jersey Common Pension Fund E
New Jersey
+$10.6M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$4.65M
3
California Public Employees Retirement System
California Public Employees Retirement System
California
+$3.99M
4
Bank of America
Bank of America
North Carolina
+$3.98M
5
UCFA
United Capital Financial Advisors
Texas
+$3.9M

Top Sellers

1
ClearBridge Investments
ClearBridge Investments
New York
-$4.6M
2
Millennium Management
Millennium Management
New York
-$4.28M
3
UOC
UBS O'Connor
Illinois
-$3.61M
4
SFM
Soros Fund Management
New York
-$3.03M
5
WAMC
Western Asset Management Company
California
-$1.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
SONJCPFE
1
State of New Jersey Common Pension Fund E
New Jersey
$522M +$10.6M +608,631 +2%
BU
2
Brown University
Rhode Island
$129M +$126M +7,214,294 New
SO
3
STRS Ohio
Ohio
$129M +$2.44M +139,391 +2%
BPM
4
Blue Pool Management
Hong Kong
$122M – – –
NP
5
Newlight Partners
New York
$98.3M +$96M +5,494,851 New
Franklin Resources
6
Franklin Resources
California
$29.2M – – –
SFM
7
Soros Fund Management
New York
$21.5M -$3.03M -173,225 -13%
ClearBridge Investments
8
ClearBridge Investments
New York
$16.7M -$4.6M -263,070 -22%
California Public Employees Retirement System
9
California Public Employees Retirement System
California
$13.2M +$3.99M +228,189 +45%
NAM
10
Nationwide Asset Management
Ohio
$11.9M +$11.5M +655,766 New
Bank of America
11
Bank of America
North Carolina
$11.8M +$3.98M +227,878 +53%
C
12
Cliffwater
California
$11.6M +$729K +41,745 +7%
UCFA
13
United Capital Financial Advisors
Texas
$8.9M +$3.9M +223,393 +81%
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$8.07M +$4.65M +266,432 +144%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$5.38M +$1.65M +94,381 +46%
UOC
16
UBS O'Connor
Illinois
$5.01M -$3.61M -206,582 -42%
UBS Group
17
UBS Group
Switzerland
$4.57M +$920K +52,634 +26%
Morgan Stanley
18
Morgan Stanley
New York
$4.24M +$614K +35,139 +17%
Neuberger Berman Group
19
Neuberger Berman Group
New York
$3.57M +$1.1M +62,792 +46%
Millennium Management
20
Millennium Management
New York
$3.15M -$4.28M -245,218 -58%
HighTower Advisors
21
HighTower Advisors
Illinois
$2.98M +$1.08M +61,605 +59%
RIA
22
RP Investment Advisors
Ontario, Canada
$2.75M +$2.68M +153,499 New
Citadel Advisors
23
Citadel Advisors
Florida
$2.23M +$485K +27,766 +29%
JMPWA
24
JP Morgan Private Wealth Advisors
California
$2.22M +$2.16M +123,857 New
JCM
25
JS Capital Management
New York
$2.1M +$2.17M +124,458 New
1
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OBDC Hedge Fund Activity: Q4 2019 in Review

66 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q4 2019, worth a combined $1.2B — up 47% from $813M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new OBDC positions and 8 closed out — a net gain of 17 holders — while 28 added to existing stakes and 10 trimmed.

The largest buyer was State of New Jersey Common Pension Fund E, adding an estimated $10.6M. The largest seller was ClearBridge Investments, cutting an estimated $4.6M.

  • 66 institutional investors held Blue Owl Capital (OBDC) as of Q4 2019, up from 49 in Q3 2019.
  • Funds reported $1.2B of Blue Owl Capital stock for Q4 2019, up 47% quarter-over-quarter.
  • 25 funds opened new Blue Owl Capital positions in Q4 2019 and 8 closed out, a net change of +17 holders.
  • The largest Blue Owl Capital buyer in Q4 2019 was State of New Jersey Common Pension Fund E, an estimated $10.6M added.
  • The largest Blue Owl Capital seller in Q4 2019 was ClearBridge Investments, an estimated $4.6M sold.

Based on aggregated 13F filings for Q4 2019.