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Blue Owl Capital

387 hedge funds and large institutions have $2.57B invested in Blue Owl Capital in 2024 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 165 increasing their positions, 101 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 101

52% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 31

30% more call options, than puts

Call options by funds: $24.9M | Put options by funds: $19.2M

3% more funds holding

Funds holding: 376387 (+11)

0% more funds holding in top 10

Funds holding in top 10: 2020 (0)

0.37% less ownership

Funds ownership: 43.26%42.88% (-0.37%)

1% less capital invested

Capital invested by funds: $2.6B → $2.57B (-$28.4M)

Holders
387
Holders Change
+11
Holders Change %
+2.93%
% of All Funds
5.59%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.29%
New
47
Increased
165
Reduced
101
Closed
31
Calls
$24.9M
Puts
$19.2M
Net Calls
+$5.7M
Net Calls Change
+$2.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SONJCPFE
1
State of New Jersey Common Pension Fund E
New Jersey
$349M
Bank of America
2
Bank of America
North Carolina
$188M -$196K -12,258 -0.1%
VanEck Associates
3
VanEck Associates
New York
$109M -$16.4M -1,025,560 -13%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$106M +$941K +58,857 +0.9%
Morgan Stanley
5
Morgan Stanley
New York
$96M +$7.45M +466,225 +8%
Two Sigma Advisers
6
Two Sigma Advisers
New York
$81.5M +$69.4M +4,342,000 +451%
OPERF
7
Oregon Public Employees Retirement Fund
Oregon
$76.8M
LSV Asset Management
8
LSV Asset Management
Illinois
$69M +$6.78M +423,934 +10%
RWJF
9
Robert Wood Johnson Foundation
New Jersey
$64.8M
Ameriprise
10
Ameriprise
Minnesota
$63.7M +$11.9M +746,511 +22%
BU
11
Brown University
Rhode Island
$56.7M
SI
12
Stephens Inc
Arkansas
$47.4M +$368K +23,034 +0.8%
Two Sigma Investments
13
Two Sigma Investments
New York
$46.7M +$30.1M +1,883,350 +163%
SIS
14
Sound Income Strategies
Florida
$41.7M +$1.73M +108,485 +4%
TCA
15
Transcend Capital Advisors
New Jersey
$40M -$10.9M -683,807 -21%
JP Morgan Chase
16
JP Morgan Chase
New York
$37.8M -$1.54M -96,254 -4%
ROTUOC
17
Regents of the University of California
California
$34.4M -$126M -7,855,164 -78%
AM
18
Ares Management
California
$32.8M
BOCH
19
Blue Owl Capital Holdings
New York
$31.4M
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$30.1M +$3.95M +247,176 +14%
SA
21
Sage Advisors
Colorado
$29.6M +$1.92M +120,115 +7%
SO
22
STRS Ohio
Ohio
$27.8M +$774K +48,425 +3%
BTCPP
23
Border to Coast Pensions Partnership
United Kingdom
$27.7M -$4.23M -264,810 -13%
LPL Financial
24
LPL Financial
California
$27.2M +$121K +7,592 +0.4%
Millennium Management
25
Millennium Management
New York
$24.1M -$2.54M -158,695 -9%

OBDC Hedge Fund Activity: Q2 2024 in Review

387 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q2 2024, worth a combined $2.57B — down 1.1% from $2.6B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new OBDC positions and 31 closed out — a net gain of 16 holders — while 165 added to existing stakes and 101 trimmed.

The largest buyer was Two Sigma Advisers, adding an estimated $69.4M. The largest seller was Regents of the University of California, cutting an estimated $126M.

  • 387 institutional investors held Blue Owl Capital (OBDC) as of Q2 2024, up from 376 in Q1 2024.
  • Funds reported $2.57B of Blue Owl Capital stock for Q2 2024, down 1.1% quarter-over-quarter.
  • 47 funds opened new Blue Owl Capital positions in Q2 2024 and 31 closed out, a net change of +16 holders.
  • The largest Blue Owl Capital buyer in Q2 2024 was Two Sigma Advisers, an estimated $69.4M added.
  • The largest Blue Owl Capital seller in Q2 2024 was Regents of the University of California, an estimated $126M sold.

Based on aggregated 13F filings for Q2 2024.