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Blue Owl Capital
OBDC

Overview Fund Activity

358 hedge funds and large institutions have $2.58B invested in Blue Owl Capital in 2023 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 150 increasing their positions, 82 reducing their positions, and 26 closing their positions.

Holders
358
Holders Change
+42
Holders Change %
+13.29%
% of All Funds
5.25%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
75
Increased
150
Reduced
82
Closed
26
Calls
$5.47M
Puts
$11.7M
Net Calls
-$6.26M
Net Calls Change
-$11M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$141M
2
OPERF
2
Oregon Public Employees Retirement Fund
Oregon
$73.8M
3
LSV Asset Management
3
LSV Asset Management
Illinois
$51.2M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$45.7M
5
SA
5
Sage Advisors
Colorado
$24.6M

Top Sellers

1
ROTUOC
1
Regents of the University of California
California
$258M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$3.09M
3
MCAI
3
Members Capital Advisors Inc
Wisconsin
$0
4
TFA
4
Trinity Financial Advisors
Ohio
$12.4M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$13.5M
Name Market Value Shares Shares
Change 		Shares
Change %
SONJCPFE
1
State of New Jersey Common Pension Fund E
New Jersey
$336M 22,751,338 – –
ROTUOC
2
Regents of the University of California
California
$258M 17,508,185 -4,245,891 -20%
Bank of America
3
Bank of America
North Carolina
$187M 12,660,493 +814,182 +7%
Morgan Stanley
4
Morgan Stanley
New York
$141M 9,583,244 +5,300,707 +124%
VanEck Associates
5
VanEck Associates
New York
$101M 6,824,256 +644,513 +10%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$96.6M 6,547,509 +137,982 +2%
BU
7
Brown University
Rhode Island
$93.6M 6,338,727 – –
OPERF
8
Oregon Public Employees Retirement Fund
Oregon
$73.8M 5,000,000 +5,000,000 New
RWJF
9
Robert Wood Johnson Foundation
New Jersey
$62.3M 4,218,864 – –
TCA
10
Transcend Capital Advisors
New Jersey
$56.4M 3,818,017 -141,256 -4%
LSV Asset Management
11
LSV Asset Management
Illinois
$51.2M 3,468,600 +2,930,683 +545%
HLA
12
Hamilton Lane Advisors
Pennsylvania
$48M 3,251,812 – –
Ameriprise
13
Ameriprise
Minnesota
$47.4M 3,212,542 +145,929 +5%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$45.7M 3,094,517 +1,964,533 +174%
SI
15
Stephens Inc
Arkansas
$45.6M 3,087,719 -243,401 -7%
SIS
16
Sound Income Strategies
Florida
$36.3M 2,460,072 +90,950 +4%
SO
17
STRS Ohio
Ohio
$32.4M 2,198,487 +64,520 +3%
BTCPP
18
Border to Coast Pensions Partnership
United Kingdom
$30.5M 2,064,810 -100,000 -5%
BOCH
19
Blue Owl Capital Holdings
New York
$30.2M 2,045,070 – –
Millennium Management
20
Millennium Management
New York
$27.4M 1,857,515 -208,826 -10%
AM
21
Ares Management
California
$25.3M 1,717,119 +54,981 +3%
LPL Financial
22
LPL Financial
California
$25.3M 1,716,696 +10,010 +0.6%
NCM
23
Next Capital Management
New York
$25M 1,693,130 -118,565 -7%
SA
24
Sage Advisors
Colorado
$24.6M 1,669,408 +1,669,408 New
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$23.8M 1,611,740 +11,293 +0.7%
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