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Blue Owl Capital

311 hedge funds and large institutions have $6.55B invested in Blue Owl Capital in 2023 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 111 increasing their positions, 72 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

305% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 22

54% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 72

26% more funds holding

Funds holding: 246311 (+65)

16% more capital invested

Capital invested by funds: $5.67B → $6.55B (+$881M)

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

3% more call options, than puts

Call options by funds: $21.6M | Put options by funds: $21M

0.03% less ownership

Funds ownership: 96.44%96.41% (-0.03%)

Holders
311
Holders Change
+65
Holders Change %
+26.42%
% of All Funds
4.53%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.25%
New
89
Increased
111
Reduced
72
Closed
22
Calls
$21.6M
Puts
$21M
Net Calls
+$663K
Net Calls Change
+$8.94M
Name Holding Trade Value Shares
Change
Change in
Stake
OC
226
Oppenheimer & Co
New York
$225K -$35.1K -2,611 -15%
PCM
227
Parsons Capital Management
Rhode Island
$225K
Janney Montgomery Scott
228
Janney Montgomery Scott
Pennsylvania
$224K +$53.1K +3,946 +36%
AR
229
Advisory Research
Illinois
$212K +$191K +14,218 New
RJFSA
230
Raymond James Financial Services Advisors
Florida
$204K +$184K +13,675 New
VT
231
Vise Technologies
New York
$201K -$88.9K -6,604 -33%
VA
232
Vident Advisory
Georgia
$195K +$176K +13,056 New
SA
233
Strategic Advocates
Utah
$191K +$173K +12,833 New
TWA
234
Trellis Wealth Advisors
California
$191K +$172K +12,814 New
AWM
235
Affinity Wealth Management
Delaware
$189K +$171K +12,672 New
CM
236
Capula Management
Cayman Islands
$188K +$170K +12,648 New
SCM
237
Sterneck Capital Management
Missouri
$187K -$31.5K -2,344 -16%
SC
238
Steph & Co
Wisconsin
$186K
CII
239
Capital International Inc
California
$183K -$605 -45 -0.4%
CA
240
Calton & Associates
Florida
$178K +$162K +12,026 New
CIBC Asset Management
241
CIBC Asset Management
Ontario, Canada
$177K
ACM
242
Aquatic Capital Management
Illinois
$177K +$160K +11,900 New
Pathstone Holdings
243
Pathstone Holdings
New Jersey
$176K +$159K +11,803 New
PCM
244
Prelude Capital Management
New York
$176K -$134K -9,946 -46%
MIM
245
MetLife Investment Management
New Jersey
$174K +$350 +26 +0.2%
M&T Bank
246
M&T Bank
New York
$172K +$10.1K +753 +7%
HCP
247
Hexagon Capital Partners
Arkansas
$169K -$75.2K -5,592 -33%
XT
248
XTX Topco
Cayman Islands
$166K +$150K +11,149 New
NICM
249
Neo Ivy Capital Management
New York
$160K +$145K +10,749 New
RJT
250
Raymond James Trust
Florida
$159K +$1.02K +76 +0.7%

OWL Hedge Fund Activity: Q4 2023 in Review

311 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OWL) for Q4 2023, worth a combined $6.55B — up 16% from $5.67B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new OWL positions and 22 closed out — a net gain of 67 holders — while 111 added to existing stakes and 72 trimmed.

The largest buyer was Bank of America, adding an estimated $160M. The largest seller was Blue Pool Management, cutting an estimated $461M.

  • 311 institutional investors held Blue Owl Capital (OWL) as of Q4 2023, up from 246 in Q3 2023.
  • Funds reported $6.55B of Blue Owl Capital stock for Q4 2023, up 16% quarter-over-quarter.
  • 89 funds opened new Blue Owl Capital positions in Q4 2023 and 22 closed out, a net change of +67 holders.
  • The largest Blue Owl Capital buyer in Q4 2023 was Bank of America, an estimated $160M added.
  • The largest Blue Owl Capital seller in Q4 2023 was Blue Pool Management, an estimated $461M sold.

Based on aggregated 13F filings for Q4 2023.