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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
VNA
301
Valley National Advisers
Pennsylvania
$1K +$538 +40 +80%
AW
302
Avion Wealth
Texas
$1K +$1.04K +77 New
GWS
303
Glassman Wealth Services
Virginia
$983
PS
304
Principal Securities
Iowa
$894 +$807 +60 New
BIA
305
Bell Investment Advisors
California
$552 -$202 -15 -29%
AF
306
Advisornet Financial
Minnesota
$522 +$471 +35 New
CFO
307
CVA Family Office
Colorado
$522 +$471 +35 New
MPWT
308
MassMutual Private Wealth & Trust
Connecticut
$432 +$390 +29 New
MFT
309
Moisand Fitzgerald Tamayo
Florida
$375 +$336 +25 New
LFG
310
Larson Financial Group
Missouri
$159
RIL
311
Rothschild Investment LLC
Illinois
$149 +$135 +10 New
1I
312
1888 Investments
Colorado
-$74.3M -5,733,342 Closed
OPERF
313
Oregon Public Employees Retirement Fund
Oregon
-$51.8M -4,000,000 Closed
LP
314
LMR Partners
United Kingdom
-$15.1M -1,168,434 Closed
MCM
315
Moore Capital Management
New York
-$13.6M -1,050,000 Closed
PF
316
Phoenix Financial
Israel
-$6.4M -493,817 Closed
PIWA
317
Prevail Innovative Wealth Advisors
Kansas
-$3.62M -279,515 Closed
USCWA
318
U.S. Capital Wealth Advisors
Texas
-$3.16M -243,665 Closed
HCA
319
Harbour Capital Advisors
Virginia
-$904K -69,750 Closed
Holocene Advisors
320
Holocene Advisors
New York
-$568K -43,849 Closed
AG
321
AIA Group
Hong Kong
-$512K -39,527 Closed
PI
322
PEAK6 Investments
Illinois
-$404K -30,037 Closed
MSU
323
Mizuho Securities USA
New York
-$331K -25,574 Closed
OR
324
Olympiad Research
Connecticut
-$282K -21,734 Closed
PAM
325
Panagora Asset Management
Massachusetts
-$235K -18,156 Closed

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.