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.
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: 246 → 311 (+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: 16 → 17 (+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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$160M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$91.3M |
| 3 |
Morgan Stanley
New York
|
+$70M |
| 4 |
Millennium Management
New York
|
+$66.8M |
| 5 |
Capital International Investors
Los Angeles,
California
|
+$48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BPM
Blue Pool Management
Causeway Bay,
Hong Kong
|
-$461M |
| 2 |
1I
1888 Investments
Denver,
Colorado
|
-$74.3M |
| 3 |
OPERF
Oregon Public Employees Retirement Fund
Tigard,
Oregon
|
-$51.8M |
| 4 |
NP
Newlight Partners
New York
|
-$51.5M |
| 5 |
CRCM
Cat Rock Capital Management
Greenwich,
Connecticut
|
-$30.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NW
326
Naviter Wealth
Little Rock,
Arkansas
| – | -$133K | -10,243 | Closed |
|
|
CMF
327
Counterpoint Mutual Funds
San Diego,
California
| – | -$103K | -7,984 | Closed |
|
|
CCP
328
Carmel Capital Partners
San Diego,
California
| – | -$103K | -7,977 | Closed |
|
329
Simplex Trading
Chicago,
Illinois
| – | -$88K | -6,542 | Closed |
|
|
WB
330
Webster Bank
Waterbury,
Connecticut
| – | -$38.9K | -3,000 | Closed |
|
|
FWM
331
Focused Wealth Management
Newburgh,
New York
| – | -$905 | -70 | Closed |
|
|
CSPIA
332
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$713 | -55 | Closed |
|
|
GJIA
333
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| – | -$636 | -49 | 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.