Blue Owl Capital
OBDC
360 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, 151 increasing their positions, 83 reducing their positions, and 26 closing their positions.
188% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 26
82% more repeat investments, than reductions
Existing positions increased: 151 | Existing positions reduced: 83
13% more funds holding
Funds holding: 318 → 360 (+42)
13% more capital invested
Capital invested by funds: $2.29B → $2.58B (+$294M)
2.48% more ownership
Funds ownership: 42.43% → 44.91% (+2.5%)
0% more funds holding in top 10
Funds holding in top 10: 19 → 19 (0)
53% less call options, than puts
Call options by funds: $5.47M | Put options by funds: $11.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$75.3M |
| 2 |
OPERF
Oregon Public Employees Retirement Fund
Tigard,
Oregon
|
+$71.1M |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
+$41.6M |
| 4 |
JP Morgan Chase
New York
|
+$27.9M |
| 5 |
Goldman Sachs
New York
|
+$12.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ROTUOC
Regents of the University of California
Oakland,
California
|
-$60.3M |
| 2 |
MCAI
Members Capital Advisors Inc
Madison,
Wisconsin
|
-$17.6M |
| 3 |
Two Sigma Investments
New York
|
-$17.6M |
| 4 |
TFA
Trinity Financial Advisors
Columbus,
Ohio
|
-$9M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$6.74M |
OBDC Hedge Fund Activity: Q4 2023 in Review
360 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q4 2023, worth a combined $2.58B — up 13% from $2.29B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new OBDC positions and 26 closed out — a net gain of 49 holders — while 151 added to existing stakes and 83 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $75.3M. The largest seller was Regents of the University of California, cutting an estimated $60.3M.
- 360 institutional investors held Blue Owl Capital (OBDC) as of Q4 2023, up from 318 in Q3 2023.
- Funds reported $2.58B of Blue Owl Capital stock for Q4 2023, up 13% quarter-over-quarter.
- 75 funds opened new Blue Owl Capital positions in Q4 2023 and 26 closed out, a net change of +49 holders.
- The largest Blue Owl Capital buyer in Q4 2023 was Morgan Stanley, an estimated $75.3M added.
- The largest Blue Owl Capital seller in Q4 2023 was Regents of the University of California, an estimated $60.3M sold.
Based on aggregated 13F filings for Q4 2023.