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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SONJCPFE
State of New Jersey Common Pension Fund E
Trenton,
New Jersey
|
+$10.6M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$4.65M |
| 3 |
California Public Employees Retirement System
Sacramento,
California
|
+$3.99M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$3.98M |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$3.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ClearBridge Investments
New York
|
-$4.6M |
| 2 |
Millennium Management
New York
|
-$4.28M |
| 3 |
UOC
UBS O'Connor
Chicago,
Illinois
|
-$3.61M |
| 4 |
SFM
Soros Fund Management
New York
|
-$3.03M |
| 5 |
WAMC
Western Asset Management Company
Pasadena,
California
|
-$1.82M |
OBDC Hedge Fund Activity: Q4 2019 in Review
66 of the 5,092 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.