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Blue Owl Capital

344 hedge funds and large institutions have $8.49B invested in Blue Owl Capital in 2024 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 152 increasing their positions, 81 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 39

88% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 81

30% more capital invested

Capital invested by funds: $6.55B → $8.49B (+$1.94B)

12% more funds holding in top 10

Funds holding in top 10: 1719 (+2)

11% more funds holding

Funds holding: 311344 (+33)

0.3% more ownership

Funds ownership: 96.41%96.71% (+0.3%)

12% less call options, than puts

Call options by funds: $28.1M | Put options by funds: $31.9M

Holders
344
Holders Change
+33
Holders Change %
+10.61%
% of All Funds
4.96%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.27%
New
76
Increased
152
Reduced
81
Closed
39
Calls
$28.1M
Puts
$31.9M
Net Calls
-$3.83M
Net Calls Change
-$4.5M
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
301
US Bancorp
Minnesota
$87.2K +$12.8K +762 +20%
GWP
302
Gen-Wealth Partners
Michigan
$85.8K +$76.2K +4,550 New
PA
303
Parallel Advisors
California
$82.9K -$3.48K -208 -5%
AIG
304
American International Group
New York
$81.6K -$168 -10 -0.2%
CA
305
Clearstead Advisors
Ohio
$81K +$16.6K +990 +29%
QL
306
Quarry LP
New York
$67.3K +$20.4K +1,216 +52%
IA
307
IFP Advisors
Florida
$62.4K +$3.54K +211 +7%
Carson Wealth (CWM LLC)
308
Carson Wealth (CWM LLC)
Nebraska
$56K +$16.8K +1,000 +50%
FP
309
Financial Perspectives
Minnesota
$43.6K
QCG
310
Quadrant Capital Group
Ohio
$33K +$4.07K +243 +16%
TCG
311
Transcendent Capital Group
Oklahoma
$26.4K +$23.5K +1,400 New
SIC
312
Salem Investment Counselors
North Carolina
$23.5K -$32K -1,912 -61%
AA
313
Ancora Advisors
Ohio
$18.1K
FFA
314
Farther Finance Advisors
California
$13.4K
PFBT
315
Parkside Financial Bank & Trust
Missouri
$13.2K -$1.16K -69 -9%
LC
316
Lindbrook Capital
California
$9.73K +$1.42K +85 +20%
Northwestern Mutual Wealth Management
317
Northwestern Mutual Wealth Management
Wisconsin
$9.73K +$1.73K +103 +25%
CTC
318
Central Trust Company
Missouri
$8.77K +$7.79K +465 New
VWM
319
Venturi Wealth Management
Texas
$7.24K +$6.43K +384 New
EWA
320
EverSource Wealth Advisors
Alabama
$6.89K +$6.12K +365 New
AF
321
Allworth Financial
California
$5.98K +$1.84K +110 +53%
Mitsubishi UFJ Asset Management
322
Mitsubishi UFJ Asset Management
Japan
$5.58K
WTA
323
Washington Trust Advisors
Massachusetts
$5.32K +$218 +13 +5%
SWM
324
Spire Wealth Management
Virginia
$5.09K -$503 -30 -10%
GRP
325
Global Retirement Partners
California
$4.88K +$3.18K +190 +275%

OWL Hedge Fund Activity: Q1 2024 in Review

344 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OWL) for Q1 2024, worth a combined $8.49B — up 30% from $6.55B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new OWL positions and 39 closed out — a net gain of 37 holders — while 152 added to existing stakes and 81 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $87M. The largest seller was Regents of the University of California, cutting an estimated $134M.

  • 344 institutional investors held Blue Owl Capital (OWL) as of Q1 2024, up from 311 in Q4 2023.
  • Funds reported $8.49B of Blue Owl Capital stock for Q1 2024, up 30% quarter-over-quarter.
  • 76 funds opened new Blue Owl Capital positions in Q1 2024 and 39 closed out, a net change of +37 holders.
  • The largest Blue Owl Capital buyer in Q1 2024 was JP Morgan Chase, an estimated $87M added.
  • The largest Blue Owl Capital seller in Q1 2024 was Regents of the University of California, an estimated $134M sold.

Based on aggregated 13F filings for Q1 2024.