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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
NPT
26
National Philanthropic Trust
Pennsylvania
$44.4M +$40.1M +2,980,304 New
MDSL
27
M.D. Sass LLC
New York
$39.2M -$1.35M -100,551 -4%
HighTower Advisors
28
HighTower Advisors
Illinois
$38.7M +$1.52M +113,023 +5%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$36.7M -$117K -8,708 -0.4%
AI
30
Advent International
Massachusetts
$35.4M
Northern Trust
31
Northern Trust
Illinois
$29.5M +$3.17M +235,814 +14%
Franklin Resources
32
Franklin Resources
California
$27.8M +$15.4M +1,146,734 +160%
Goldman Sachs
33
Goldman Sachs
New York
$27.1M +$4.42M +328,719 +22%
BIM
34
Barton Investment Management
Pennsylvania
$24.8M +$1.47M +109,412 +7%
TCA
35
Transcend Capital Advisors
New Jersey
$24.7M -$159K -11,795 -0.7%
Lord, Abbett & Co
36
Lord, Abbett & Co
New Jersey
$24.4M +$22M +1,637,697 New
Barclays
37
Barclays
United Kingdom
$24.2M +$2.24M +166,586 +11%
CA
38
Cortland Associates
Missouri
$23.1M -$19.2K -1,429 -0.1%
RC
39
RDST Capital
Washington
$22.7M -$2.05M -152,265 -9%
Invesco
40
Invesco
Georgia
$20.1M +$4.79M +356,055 +36%
N
41
Nuveen
North Carolina
$17.8M +$267K +19,809 +2%
CCM
42
Callodine Capital Management
Massachusetts
$16M -$4.19M -311,489 -22%
Renaissance Technologies
43
Renaissance Technologies
New York
$15.6M +$5.98M +444,600 +73%
AllianceBernstein
44
AllianceBernstein
Tennessee
$15.6M -$5.21M -387,227 -27%
Truist Financial
45
Truist Financial
North Carolina
$14.6M +$1.12M +83,077 +9%
Natixis Advisors
46
Natixis Advisors
Massachusetts
$14.6M +$1.01M +74,931 +8%
WHG
47
Westwood Holdings Group
Texas
$14.4M +$13M +968,016 New
YSP
48
Yarra Square Partners
New York
$14M -$1.17M -87,000 -8%
Two Sigma Investments
49
Two Sigma Investments
New York
$13.7M +$7.15M +531,277 +136%
First Trust Advisors
50
First Trust Advisors
Illinois
$13.4M +$5.66M +420,499 +88%

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.