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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
OCA
251
Otter Creek Advisors
Florida
$159K -$16.2K -1,205 -10%
MAM
252
Morse Asset Management
Connecticut
$159K +$144K +10,700 New
EC
253
EntryPoint Capital
New York
$148K +$133K +9,900 New
SG Americas Securities
254
SG Americas Securities
New York
$146K +$1.41K +105 +1%
KBC Group
255
KBC Group
Belgium
$115K
RDIA
256
RE Dickinson Investment Advisors
Iowa
$115K +$23.5K +1,750 +29%
S
257
SignatureFD
Georgia
$111K +$21.3K +1,580 +27%
PTC
258
Private Trust Company
Ohio
$97.9K +$46.9K +3,483 +113%
CI Investments Inc
259
CI Investments Inc
Ontario, Canada
$95K -$1.2K -89 -1%
New York State Teachers Retirement System (NYSTRS)
260
New York State Teachers Retirement System (NYSTRS)
New York
$89K +$80.5K +5,986 New
Nisa Investment Advisors
261
Nisa Investment Advisors
Missouri
$84.9K
Loomis, Sayles & Company
262
Loomis, Sayles & Company
Massachusetts
$79K +$5.44K +404 +8%
TRCT
263
Tower Research Capital (TRC)
New York
$72.5K -$93.1K -6,920 -59%
PA
264
Parallel Advisors
California
$68.6K +$605 +45 +1%
AIG
265
American International Group
New York
$64.6K -$390 -29 -0.7%
US Bancorp
266
US Bancorp
Minnesota
$57.6K +$700 +52 +1%
CA
267
Clearstead Advisors
Ohio
$50.9K -$56.4K -4,195 -55%
SIC
268
Salem Investment Counselors
North Carolina
$47.1K +$15.6K +1,159 +58%
IA
269
IFP Advisors
Florida
$46.2K +$794 +59 +2%
QL
270
Quarry LP
New York
$35.1K -$2.38K -177 -7%
FP
271
Financial Perspectives
Minnesota
$34.4K +$3.54K +263 +13%
ASN
272
Advisory Services Network
Georgia
$30.9K +$27.9K +2,072 New
Carson Wealth (CWM LLC)
273
Carson Wealth (CWM LLC)
Nebraska
$30K
BFEC
274
Benjamin F. Edwards & Company
Missouri
$26K +$23.3K +1,733 New
QCG
275
Quadrant Capital Group
Ohio
$22.5K +$8.88K +660 +78%

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.