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Blue Owl Capital
OBDC

153 hedge funds and large institutions have $1.89B invested in Blue Owl Capital in 2020 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 77 increasing their positions, 20 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

285% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 20

169% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 13

67% more funds holding in top 10

Funds holding in top 10: 9 → 15 (+6)

17% more funds holding

Funds holding: 131 → 153 (+22)

13% more capital invested

Capital invested by funds: $1.67B → $1.89B (+$216M)

5.95% more ownership

Funds ownership: 35.91% → 41.86% (+6%)

Holders
153
Holders Change
+22
Holders Change %
+16.79%
% of All Funds
3.09%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.3%
New
35
Increased
77
Reduced
20
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MIFH
Migdal Insurance & Financial Holdings
Israel
+$28M
2
HLA
Hamilton Lane Advisors
Pennsylvania
+$25.7M
3
TCA
Transcend Capital Advisors
New Jersey
+$21.8M
4
BlackRock
BlackRock
New York
+$20.2M
5
ICM
Indaba Capital Management
California
+$19.1M

Top Sellers

1
NP
Newlight Partners
New York
-$22.6M
2
Marshall Wace
Marshall Wace
United Kingdom
-$5.14M
3
SFM
Soros Fund Management
New York
-$4.93M
4
Jane Street
Jane Street
New York
-$3.48M
5
MWNA
Marshall Wace North America
New York
-$2.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
ROTUOC
1
Regents of the University of California
California
$515M -$1.13M -92,501 -0.2%
SONJCPFE
2
State of New Jersey Common Pension Fund E
New Jersey
$352M +$7.35M +600,294 +2%
SO
3
STRS Ohio
Ohio
$107M +$3.3M +269,318 +3%
BU
4
Brown University
Rhode Island
$88.9M – – –
MIFH
5
Migdal Insurance & Financial Holdings
Israel
$86.6M +$28M +2,285,457 +47%
BPM
6
Blue Pool Management
Hong Kong
$82.2M – – –
HLA
7
Hamilton Lane Advisors
Pennsylvania
$63.1M +$25.7M +2,098,825 +67%
Bank of America
8
Bank of America
North Carolina
$52.6M +$13.4M +1,095,371 +33%
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$31.1M +$12.6M +1,028,763 +66%
MCAI
10
Members Capital Advisors Inc
Wisconsin
$27.7M +$28.2M +2,297,847 New
JFGIW
11
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$25.8M +$18.3M +1,493,376 +230%
TCA
12
Transcend Capital Advisors
New Jersey
$25.4M +$21.8M +1,782,659 +558%
Morgan Stanley
13
Morgan Stanley
New York
$23.9M +$7.58M +618,366 +45%
UCFA
14
United Capital Financial Advisors
Texas
$22.5M -$1.14M -93,118 -5%
BlackRock
15
BlackRock
New York
$20.7M +$20.2M +1,645,619 +2,295%
SCM
16
SCS Capital Management
Massachusetts
$20.4M +$7.11M +580,008 +52%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$19M +$7.88M +643,115 +69%
OPERF
18
Oregon Public Employees Retirement Fund
Oregon
$18.9M – – –
ICM
19
Indaba Capital Management
California
$18.8M +$19.1M +1,555,218 New
SI
20
Stephens Inc
Arkansas
$18.7M +$7.68M +626,562 +68%
Ameriprise
21
Ameriprise
Minnesota
$17.5M +$3.3M +269,713 +23%
VanEck Associates
22
VanEck Associates
New York
$14.5M -$2.03M -165,658 -12%
C
23
Cliffwater
California
$13.9M +$1.87M +152,294 +15%
KPW
24
Kore Private Wealth
New York
$13.4M +$4.08M +333,102 +43%
JMPWA
25
JP Morgan Private Wealth Advisors
California
$11.7M +$3.48M +284,125 +41%
1
2 3 4 5

OBDC Hedge Fund Activity: Q3 2020 in Review

153 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q3 2020, worth a combined $1.89B — up 13% from $1.67B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new OBDC positions and 13 closed out — a net gain of 22 holders — while 77 added to existing stakes and 20 trimmed.

The largest buyer was Migdal Insurance & Financial Holdings, adding an estimated $28M. The largest seller was Newlight Partners, exiting entirely with an estimated $22.6M sold.

  • 153 institutional investors held Blue Owl Capital (OBDC) as of Q3 2020, up from 131 in Q2 2020.
  • Funds reported $1.89B of Blue Owl Capital stock for Q3 2020, up 13% quarter-over-quarter.
  • 35 funds opened new Blue Owl Capital positions in Q3 2020 and 13 closed out, a net change of +22 holders.
  • The largest Blue Owl Capital buyer in Q3 2020 was Migdal Insurance & Financial Holdings, an estimated $28M added.
  • The largest Blue Owl Capital seller in Q3 2020 was Newlight Partners, an estimated $22.6M sold.

Based on aggregated 13F filings for Q3 2020.