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Blue Owl Capital
OWL

246 hedge funds and large institutions have $5.67B invested in Blue Owl Capital in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 107 increasing their positions, 58 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 58

18% more capital invested

Capital invested by funds: $4.79B → $5.67B (+$873M)

4.19% more ownership

Funds ownership: 92.25% → 96.44% (+4.2%)

8% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 37

0% more funds holding

Funds holding: 245 → 246 (+1)

0% more funds holding in top 10

Funds holding in top 10: 16 → 16 (0)

42% less call options, than puts

Call options by funds: $11.3M | Put options by funds: $19.6M

Holders
246
Holders Change
+1
Holders Change %
+0.41%
% of All Funds
3.9%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.25%
New
40
Increased
107
Reduced
58
Closed
37
Calls
$11.3M
Puts
$19.6M
Net Calls
-$8.28M
Net Calls Change
+$317K

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$304M
2
Capital World Investors
Capital World Investors
California
+$76.2M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$55.2M
4
OPERF
Oregon Public Employees Retirement Fund
Oregon
+$47.7M
5
AI
Advent International
Massachusetts
+$28.3M

Top Sellers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
-$74.6M
2
KL
KIM LLC
Kansas
-$55.9M
3
KI
Koch Industries
Kansas
-$55.9M
4
NP
Newlight Partners
New York
-$29.6M
5
BU
Brown University
Rhode Island
-$28M
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$32.2M +$7.73M +647,815 +35%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$32M +$565K +47,397 +2%
AI
28
Advent International
Massachusetts
$30.8M +$28.3M +2,375,000 New
Northern Trust
29
Northern Trust
Illinois
$22.6M +$1.69M +141,943 +9%
RC
30
RDST Capital
Washington
$21.8M +$3.76M +315,295 +23%
TCA
31
Transcend Capital Advisors
New Jersey
$21.7M -$180K -15,080 -0.9%
BIM
32
Barton Investment Management
Pennsylvania
$20.2M +$1.76M +147,728 +10%
CA
33
Cortland Associates
Missouri
$20.1M +$15.4M +1,287,740 +483%
Goldman Sachs
34
Goldman Sachs
New York
$19.3M -$4.17M -349,443 -19%
Barclays
35
Barclays
United Kingdom
$18.9M +$2.87M +240,240 +20%
AllianceBernstein
36
AllianceBernstein
Tennessee
$18.5M -$1.79M -149,939 -9%
CCM
37
Callodine Capital Management
Massachusetts
$18M +$137K +11,489 +0.8%
1832 Asset Management
38
1832 Asset Management
Ontario, Canada
$17M -$16.9M -1,412,600 -52%
N
39
Nuveen
North Carolina
$15.2M +$124K +10,424 +0.9%
LP
40
LMR Partners
United Kingdom
$15.1M +$6.67M +559,191 +92%
MCM
41
Moore Capital Management
New York
$13.6M +$12.5M +1,050,000 New
YSP
42
Yarra Square Partners
New York
$13.3M – – –
BCM
43
Basswood Capital Management
New York
$13.2M +$7.4M +620,093 +154%
Invesco
44
Invesco
Georgia
$12.9M +$2.8M +234,332 +31%
Point72 Asset Management
45
Point72 Asset Management
Connecticut
$12.8M -$6.79M -569,031 -37%
Marshall Wace
46
Marshall Wace
United Kingdom
$12.4M +$9.8M +821,363 +595%
Natixis Advisors
47
Natixis Advisors
Massachusetts
$11.8M +$1.33M +111,631 +14%
Truist Financial
48
Truist Financial
North Carolina
$11.7M +$7.49M +627,425 +230%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$11.2M -$207K -17,322 -2%
ACH
50
ArrowMark Colorado Holdings
Colorado
$11M -$798K -66,920 -7%
1
2
3 4 5

OWL Hedge Fund Activity: Q3 2023 in Review

246 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OWL) for Q3 2023, worth a combined $5.67B — up 18% from $4.79B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new OWL positions and 37 closed out — a net gain of 3 holders — while 107 added to existing stakes and 58 trimmed.

The largest buyer was Bank of America, adding an estimated $304M. The largest seller was Capital International Investors, cutting an estimated $74.6M.

  • 246 institutional investors held Blue Owl Capital (OWL) as of Q3 2023, up from 245 in Q2 2023.
  • Funds reported $5.67B of Blue Owl Capital stock for Q3 2023, up 18% quarter-over-quarter.
  • 40 funds opened new Blue Owl Capital positions in Q3 2023 and 37 closed out, a net change of +3 holders.
  • The largest Blue Owl Capital buyer in Q3 2023 was Bank of America, an estimated $304M added.
  • The largest Blue Owl Capital seller in Q3 2023 was Capital International Investors, an estimated $74.6M sold.

Based on aggregated 13F filings for Q3 2023.