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Blue Owl Capital

376 hedge funds and large institutions have $2.6B invested in Blue Owl Capital in 2024 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 160 increasing their positions, 93 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $7.46M | Put options by funds: $4.17M

72% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 93

59% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 37

5% more funds holding in top 10

Funds holding in top 10: 1920 (+1)

4% more funds holding

Funds holding: 360376 (+16)

0% more capital invested

Capital invested by funds: $2.58B → $2.6B (+$10.7M)

1.66% less ownership

Funds ownership: 44.91%43.26% (-1.7%)

Holders
376
Holders Change
+16
Holders Change %
+4.44%
% of All Funds
5.42%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.29%
New
59
Increased
160
Reduced
93
Closed
37
Calls
$7.46M
Puts
$4.17M
Net Calls
+$3.3M
Net Calls Change
+$9.55M
Name Holding Trade Value Shares
Change
Change in
Stake
SONJCPFE
1
State of New Jersey Common Pension Fund E
New Jersey
$350M
Bank of America
2
Bank of America
North Carolina
$189M -$5.78M -384,726 -3%
ROTUOC
3
Regents of the University of California
California
$155M -$112M -7,415,961 -42%
VanEck Associates
4
VanEck Associates
New York
$125M +$19.9M +1,326,277 +19%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$105M +$4.48M +297,824 +5%
Morgan Stanley
6
Morgan Stanley
New York
$89M -$57.1M -3,796,717 -40%
OPERF
7
Oregon Public Employees Retirement Fund
Oregon
$76.9M
RWJF
8
Robert Wood Johnson Foundation
New Jersey
$64.9M
LSV Asset Management
9
LSV Asset Management
Illinois
$62.6M +$9.03M +600,447 +17%
BU
10
Brown University
Rhode Island
$56.7M -$39.8M -2,650,000 -42%
Ameriprise
11
Ameriprise
Minnesota
$52.3M +$2.82M +187,792 +6%
TCA
12
Transcend Capital Advisors
New Jersey
$50.6M -$7.95M -528,576 -14%
HLA
13
Hamilton Lane Advisors
Pennsylvania
$50M
SI
14
Stephens Inc
Arkansas
$47.1M -$354K -23,563 -0.8%
SIS
15
Sound Income Strategies
Florida
$40M +$2.16M +143,520 +6%
JP Morgan Chase
16
JP Morgan Chase
New York
$39.4M -$8.04M -534,911 -17%
AM
17
Ares Management
California
$32.9M +$6.31M +419,820 +24%
BTCPP
18
Border to Coast Pensions Partnership
United Kingdom
$31.7M
BOCH
19
Blue Owl Capital Holdings
New York
$31.5M
SA
20
Sage Advisors
Colorado
$27.8M +$2.04M +135,901 +8%
LPL Financial
21
LPL Financial
California
$27.1M +$672K +44,694 +3%
SO
22
STRS Ohio
Ohio
$27.1M -$6.57M -437,112 -20%
Millennium Management
23
Millennium Management
New York
$26.6M -$1.93M -128,044 -7%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$26.3M +$1.47M +98,061 +6%
BlackRock
25
BlackRock
New York
$22M +$473K +31,438 +2%

OBDC Hedge Fund Activity: Q1 2024 in Review

376 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q1 2024, worth a combined $2.6B — up 0.41% from $2.58B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new OBDC positions and 37 closed out — a net gain of 22 holders — while 160 added to existing stakes and 93 trimmed.

The largest buyer was VanEck Associates, adding an estimated $19.9M. The largest seller was Regents of the University of California, cutting an estimated $112M.

  • 376 institutional investors held Blue Owl Capital (OBDC) as of Q1 2024, up from 360 in Q4 2023.
  • Funds reported $2.6B of Blue Owl Capital stock for Q1 2024, up 0.41% quarter-over-quarter.
  • 59 funds opened new Blue Owl Capital positions in Q1 2024 and 37 closed out, a net change of +22 holders.
  • The largest Blue Owl Capital buyer in Q1 2024 was VanEck Associates, an estimated $19.9M added.
  • The largest Blue Owl Capital seller in Q1 2024 was Regents of the University of California, an estimated $112M sold.

Based on aggregated 13F filings for Q1 2024.