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Blue Owl Capital

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: 245246 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1616 (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
Name Holding Trade Value Shares
Change
Change in
Stake
CS
76
Credit Suisse
Switzerland
$4.43M -$235K -19,713 -5%
FVWA
77
Foster Victor Wealth Advisors
South Carolina
$4.38M +$3.83M +320,915 New
Legal & General Group
78
Legal & General Group
United Kingdom
$4.3M +$160K +13,384 +4%
DnB Asset Management
79
DnB Asset Management
Norway
$4.09M
IWA
80
IBEX Wealth Advisors
New Jersey
$4M +$3.68M +308,369 New
RJA
81
Raymond James & Associates
Florida
$3.97M +$663K +55,594 +22%
CI
82
CAZ Investments
Texas
$3.93M
CWM
83
CIBC World Markets
New York
$3.89M
PCM
84
Prana Capital Management
Connecticut
$3.64M +$907K +76,021 +37%
TP
85
Tranquility Partners
Tennessee
$3.63M +$404K +33,875 +14%
PIWA
86
Prevail Innovative Wealth Advisors
Kansas
$3.62M +$3.33M +279,515 New
UBS Group
87
UBS Group
Switzerland
$3.22M -$121K -10,104 -4%
SLG
88
Stanley-Laman Group
Pennsylvania
$3.21M +$2.96M +247,872 New
SSA
89
Schonfeld Strategic Advisors
New York
$3.18M -$23.3M -1,952,711 -89%
USCWA
90
U.S. Capital Wealth Advisors
Texas
$3.16M -$78.1K -6,550 -3%
Janus Henderson Group
91
Janus Henderson Group
United Kingdom
$3.08M +$236K +19,747 +9%
GFL
92
Granite FO LLC
New Hampshire
$2.84M +$47.7K +4,000 +2%
Envestnet Asset Management
93
Envestnet Asset Management
Illinois
$2.82M +$2.22M +186,384 +591%
State of New Jersey Common Pension Fund D
94
State of New Jersey Common Pension Fund D
New Jersey
$2.77M -$237K -19,836 -8%
Treasurer of the State of North Carolina
95
Treasurer of the State of North Carolina
North Carolina
$2.54M +$11.8K +990 +0.5%
HNB
96
Huntington National Bank
Ohio
$2.49M
State Board of Administration of Florida Retirement System
97
State Board of Administration of Florida Retirement System
Florida
$2.46M +$7.99K +670 +0.4%
CPIG
98
Chicago Partners Investment Group
Illinois
$2.41M +$1.05M +88,104 +83%
Corient Private Wealth
99
Corient Private Wealth
Florida
$2.38M +$259K +21,734 +13%
Ohio Public Employees Retirement System (OPERS)
100
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.36M -$241K -20,164 -10%

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.