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Blue Owl Capital

214 hedge funds and large institutions have $4.46B invested in Blue Owl Capital in 2022 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 90 increasing their positions, 47 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 47

45% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 33

36% more funds holding in top 10

Funds holding in top 10: 1115 (+4)

15% more capital invested

Capital invested by funds: $3.88B → $4.46B (+$580M)

5% more funds holding

Funds holding: 203214 (+11)

2.99% less ownership

Funds ownership: 98.99%96% (-3%)

48% less call options, than puts

Call options by funds: $6.04M | Put options by funds: $11.7M

Holders
214
Holders Change
+11
Holders Change %
+5.42%
% of All Funds
3.44%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.24%
New
48
Increased
90
Reduced
47
Closed
33
Calls
$6.04M
Puts
$11.7M
Net Calls
-$5.62M
Net Calls Change
+$1.79M
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
26
AllianceBernstein
Tennessee
$22.6M +$1.81M +171,013 +9%
Charles Schwab
27
Charles Schwab
California
$21.6M +$1.31M +123,837 +6%
TCA
28
Transcend Capital Advisors
New Jersey
$18.9M -$2.31M -218,465 -11%
Northern Trust
29
Northern Trust
Illinois
$16.3M +$851K +80,578 +6%
Morgan Stanley
30
Morgan Stanley
New York
$15.7M +$2.46M +233,341 +19%
N
31
Nuveen
North Carolina
$13.1M +$36.2K +3,432 +0.3%
CCM
32
Callodine Capital Management
Massachusetts
$12.7M +$1.74M +165,000 +16%
Invesco
33
Invesco
Georgia
$12M +$2.65M +251,437 +29%
Norges Bank
34
Norges Bank
Norway
$11.9M
Arrowstreet Capital
35
Arrowstreet Capital
Massachusetts
$10.9M +$6.48M +613,435 +146%
YSP
36
Yarra Square Partners
New York
$10.9M +$4.12M +390,000 +61%
ACH
37
ArrowMark Colorado Holdings
Colorado
$9.23M +$24K +2,275 +0.3%
Goldman Sachs
38
Goldman Sachs
New York
$8.78M -$14.7M -1,393,825 -63%
Fidelity Investments
39
Fidelity Investments
Massachusetts
$8.61M -$1.49M -141,405 -15%
Natixis Advisors
40
Natixis Advisors
Massachusetts
$6.49M +$487K +46,111 +8%
Swiss National Bank
41
Swiss National Bank
Switzerland
$6.46M +$122K +11,600 +2%
OCA
42
Otter Creek Advisors
Florida
$6.09M +$1.67M +158,113 +38%
Jane Street
43
Jane Street
New York
$5.93M +$5.39M +510,953 +1,059%
G
44
GenTrust
Florida
$5.87M
Citadel Advisors
45
Citadel Advisors
Florida
$5.04M -$3.52M -333,246 -41%
JP Morgan Chase
46
JP Morgan Chase
New York
$4.84M +$2.89M +273,291 +149%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$4.74M +$233K +22,039 +5%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$4.67M +$266K +25,211 +6%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$4.61M +$49.1K +4,653 +1%
BIM
50
Barton Investment Management
Pennsylvania
$4.31M +$3.97M +376,305 +1,254%

OWL Hedge Fund Activity: Q4 2022 in Review

214 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OWL) for Q4 2022, worth a combined $4.46B — up 15% from $3.88B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new OWL positions and 33 closed out — a net gain of 15 holders — while 90 added to existing stakes and 47 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $113M. The largest seller was Bain Capital Public Equity Management II, exiting entirely with an estimated $25.5M sold.

  • 214 institutional investors held Blue Owl Capital (OWL) as of Q4 2022, up from 203 in Q3 2022.
  • Funds reported $4.46B of Blue Owl Capital stock for Q4 2022, up 15% quarter-over-quarter.
  • 48 funds opened new Blue Owl Capital positions in Q4 2022 and 33 closed out, a net change of +15 holders.
  • The largest Blue Owl Capital buyer in Q4 2022 was Capital Research Global Investors, an estimated $113M added.
  • The largest Blue Owl Capital seller in Q4 2022 was Bain Capital Public Equity Management II, an estimated $25.5M sold.

Based on aggregated 13F filings for Q4 2022.