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Blue Owl Capital
OWL

246 hedge funds and large institutions have $5.67B invested in Blue Owl Capital in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 107 increasing their positions, 58 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 58

18% more capital invested

Capital invested by funds: $4.79B → $5.67B (+$873M)

4.19% more ownership

Funds ownership: 92.25% → 96.44% (+4.2%)

8% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 37

0% more funds holding

Funds holding: 245 → 246 (+1)

0% more funds holding in top 10

Funds holding in top 10: 16 → 16 (0)

42% less call options, than puts

Call options by funds: $11.3M | Put options by funds: $19.6M

Holders
246
Holders Change
+1
Holders Change %
+0.41%
% of All Funds
3.9%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.25%
New
40
Increased
107
Reduced
58
Closed
37
Calls
$11.3M
Puts
$19.6M
Net Calls
-$8.28M
Net Calls Change
+$317K

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$304M
2
Capital World Investors
Capital World Investors
California
+$76.2M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$55.2M
4
OPERF
Oregon Public Employees Retirement Fund
Oregon
+$47.7M
5
AI
Advent International
Massachusetts
+$28.3M

Top Sellers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
-$74.6M
2
KL
KIM LLC
Kansas
-$55.9M
3
KI
Koch Industries
Kansas
-$55.9M
4
NP
Newlight Partners
New York
-$29.6M
5
BU
Brown University
Rhode Island
-$28M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
226
Parkside Financial Bank & Trust
Missouri
$8.48K +$4.49K +376 +135%
C
227
Covestor
United Kingdom
$8K – – –
CG
228
Cutler Group
California
$6K -$63.8K -5,349 -91%
Mitsubishi UFJ Asset Management
229
Mitsubishi UFJ Asset Management
Japan
$3.84K +$3.53K +296 New
WTA
230
Washington Trust Advisors
Massachusetts
$3.49K – – –
VCM
231
Versant Capital Management
Arizona
$3.07K – – –
AF
232
Allworth Financial
California
$2.93K +$787 +66 +41%
CFFP
233
Center for Financial Planning
Michigan
$2.59K – – –
LC
234
Lindbrook Capital
California
$2.11K +$537 +45 +38%
Jones Financial Companies
235
Jones Financial Companies
Missouri
$1.5K +$1.38K +116 New
SWM
236
Spire Wealth Management
Virginia
$1.3K +$1.19K +100 New
Russell Investments Group
237
Russell Investments Group
United Kingdom
$1.28K +$1.18K +99 New
HI
238
Harbour Investments
Wisconsin
$1.17K – – –
FFA
239
Farther Finance Advisors
California
$1.09K -$346 -29 -26%
VNA
240
Valley National Advisers
Pennsylvania
$1K +$597 +50 New
FWM
241
Focused Wealth Management
New York
$905 +$12 +1 +1%
GRP
242
Global Retirement Partners
California
$884 – – –
GWS
243
Glassman Wealth Services
Virginia
$855 – – –
CSPIA
244
Cary Street Partners Investment Advisory
Virginia
$713 +$656 +55 New
BIA
245
Bell Investment Advisors
California
$674 -$310 -26 -33%
GJIA
246
Glass Jacobson Investment Advisors
Maryland
$636 +$298 +25 +104%
LFG
247
Larson Financial Group
Missouri
$137 +$12 +1 +10%
KL
248
KIM LLC
Kansas
– -$55.9M -4,800,594 Closed
KI
249
Koch Industries
Kansas
– -$55.9M -4,800,594 Closed
CCM
250
Cinctive Capital Management
New York
– -$13.3M -1,141,276 Closed
8 9
10
11 12

OWL Hedge Fund Activity: Q3 2023 in Review

246 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OWL) for Q3 2023, worth a combined $5.67B — up 18% from $4.79B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new OWL positions and 37 closed out — a net gain of 3 holders — while 107 added to existing stakes and 58 trimmed.

The largest buyer was Bank of America, adding an estimated $304M. The largest seller was Capital International Investors, cutting an estimated $74.6M.

  • 246 institutional investors held Blue Owl Capital (OWL) as of Q3 2023, up from 245 in Q2 2023.
  • Funds reported $5.67B of Blue Owl Capital stock for Q3 2023, up 18% quarter-over-quarter.
  • 40 funds opened new Blue Owl Capital positions in Q3 2023 and 37 closed out, a net change of +3 holders.
  • The largest Blue Owl Capital buyer in Q3 2023 was Bank of America, an estimated $304M added.
  • The largest Blue Owl Capital seller in Q3 2023 was Capital International Investors, an estimated $74.6M sold.

Based on aggregated 13F filings for Q3 2023.