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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
BTI
276
Blue Trust Inc
Georgia
$20K +$20.5K +1,526 New
C
277
Covestor
United Kingdom
$15K +$4.79K +356 +56%
AA
278
Ancora Advisors
Ohio
$14.3K +$12.9K +959 New
PFBT
279
Parkside Financial Bank & Trust
Missouri
$11.5K +$1.55K +115 +18%
FFA
280
Farther Finance Advisors
California
$10.7K +$8.57K +637 +758%
HT
281
Headlands Technologies
Illinois
$8.42K -$20K -1,485 -72%
TVAMP
282
Tennessee Valley Asset Management Partners
Tennessee
$7.03K +$6.35K +472 New
IWA
283
IBEX Wealth Advisors
New Jersey
$6.64K -$4.14M -307,923 -100%
LC
284
Lindbrook Capital
California
$6.42K +$3.61K +268 +164%
Northwestern Mutual Wealth Management
285
Northwestern Mutual Wealth Management
Wisconsin
$6.15K +$5.56K +413 New
Russell Investments Group
286
Russell Investments Group
United Kingdom
$5.51K +$3.65K +271 +274%
SWM
287
Spire Wealth Management
Virginia
$4.63K +$2.69K +200 +200%
Mitsubishi UFJ Asset Management
288
Mitsubishi UFJ Asset Management
Japan
$4.34K
WTA
289
Washington Trust Advisors
Massachusetts
$4.01K
VCM
290
Versant Capital Management
Arizona
$3.53K
Jones Financial Companies
291
Jones Financial Companies
Missouri
$3.31K +$1.43K +106 +91%
IRC
292
Investors Research Corp
Georgia
$3.17K +$2.87K +213 New
AF
293
Allworth Financial
California
$3.08K -$256 -19 -8%
CFFP
294
Center for Financial Planning
Michigan
$2.98K
GI
295
GAMMA Investing
California
$1.88K +$1.63K +121 New
AIP
296
Ameritas Investment Partners
Nebraska
$1.83K +$1.66K +123 New
DJSG
297
D.J. St. Germain
Massachusetts
$1.36K +$1.22K +91 New
HI
298
Harbour Investments
Wisconsin
$1.34K
GRP
299
Global Retirement Partners
California
$1.02K
CG
300
Cutler Group
California
$1K -$5.38K -400 -80%

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.