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Blue Owl Capital

410 hedge funds and large institutions have $2.43B invested in Blue Owl Capital in 2024 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 174 increasing their positions, 88 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 37

98% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 88

9% more funds holding

Funds holding: 377410 (+33)

7% more capital invested

Capital invested by funds: $2.28B → $2.43B (+$157M)

1.05% more ownership

Funds ownership: 39.96%41.01% (+1%)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

49% less call options, than puts

Call options by funds: $10.6M | Put options by funds: $20.7M

Holders
410
Holders Change
+33
Holders Change %
+8.75%
% of All Funds
5.4%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.18%
New
78
Increased
174
Reduced
88
Closed
37
Calls
$10.6M
Puts
$20.7M
Net Calls
-$10.2M
Net Calls Change
-$9.42M
Name Holding Trade Value Shares
Change
Change in
Stake
SONJCPFE
1
State of New Jersey Common Pension Fund E
New Jersey
$344M
Bank of America
2
Bank of America
North Carolina
$158M -$8.2M -544,455 -5%
Morgan Stanley
3
Morgan Stanley
New York
$115M +$6.88M +456,548 +6%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$112M +$9.35M +620,521 +9%
OPERF
5
Oregon Public Employees Retirement Fund
Oregon
$75.6M
Ameriprise
6
Ameriprise
Minnesota
$72.4M +$3.56M +236,467 +5%
LSV Asset Management
7
LSV Asset Management
Illinois
$70.5M -$1.17M -77,500 -2%
CAM
8
Cresset Asset Management
Illinois
$68.8M +$66.1M +4,385,987 +8,189%
VanEck Associates
9
VanEck Associates
New York
$67.9M -$45M -2,984,416 -40%
RWJF
10
Robert Wood Johnson Foundation
New Jersey
$63.8M
BU
11
Brown University
Rhode Island
$55.8M
SI
12
Stephens Inc
Arkansas
$50.3M +$1.61M +106,722 +3%
SIS
13
Sound Income Strategies
Florida
$45.7M +$2.74M +182,002 +6%
TCA
14
Transcend Capital Advisors
New Jersey
$36.9M -$2.55M -169,290 -6%
JP Morgan Chase
15
JP Morgan Chase
New York
$36.8M +$2.63M +174,759 +8%
AM
16
Ares Management
California
$34.3M -$2.7M -179,448 -7%
GAM
17
Generali Asset Management
Italy
$34.1M +$34M +2,255,478 New
Two Sigma Advisers
18
Two Sigma Advisers
New York
$33.5M -$27M -1,790,900 -45%
SA
19
Sage Advisors
Colorado
$31.4M +$1.18M +78,403 +4%
BOCH
20
Blue Owl Capital Holdings
New York
$30.9M
DFG
21
Demars Financial Group
Washington
$30.3M +$6.48M +430,303 +1,517%
LPL Financial
22
LPL Financial
California
$29.5M +$443K +29,389 +2%
SO
23
STRS Ohio
Ohio
$28.9M +$794K +52,709 +3%
Raymond James Financial
24
Raymond James Financial
Florida
$28.4M +$28.3M +1,880,570 New
BlackRock
25
BlackRock
New York
$27M +$5.9M +391,597 +28%

OBDC Hedge Fund Activity: Q4 2024 in Review

410 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q4 2024, worth a combined $2.43B — up 6.9% from $2.28B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new OBDC positions and 37 closed out — a net gain of 41 holders — while 174 added to existing stakes and 88 trimmed.

The largest buyer was Cresset Asset Management, adding an estimated $66.1M. The largest seller was VanEck Associates, cutting an estimated $45M.

  • 410 institutional investors held Blue Owl Capital (OBDC) as of Q4 2024, up from 377 in Q3 2024.
  • Funds reported $2.43B of Blue Owl Capital stock for Q4 2024, up 6.9% quarter-over-quarter.
  • 78 funds opened new Blue Owl Capital positions in Q4 2024 and 37 closed out, a net change of +41 holders.
  • The largest Blue Owl Capital buyer in Q4 2024 was Cresset Asset Management, an estimated $66.1M added.
  • The largest Blue Owl Capital seller in Q4 2024 was VanEck Associates, an estimated $45M sold.

Based on aggregated 13F filings for Q4 2024.