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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
FVWA
76
Foster Victor Wealth Advisors
South Carolina
$6.29M +$1.34M +99,760 +31%
National Bank of Canada
77
National Bank of Canada
Quebec, Canada
$6.08M +$5.55M +412,434 New
Thrivent Financial for Lutherans
78
Thrivent Financial for Lutherans
Minnesota
$6.07M +$5.48M +407,066 New
California State Teachers Retirement System (CalSTRS)
79
California State Teachers Retirement System (CalSTRS)
California
$5.97M -$193K -14,374 -3%
TC
80
TownSquare Capital
Utah
$5.97M -$2.84M -211,352 -35%
RJA
81
Raymond James & Associates
Florida
$5.87M +$1.18M +87,768 +29%
Tudor Investment Corp
82
Tudor Investment Corp
Connecticut
$5.82M +$5.26M +390,751 New
DI
83
DFPG Investments
Utah
$5.74M -$2.83M -210,492 -35%
CS
84
Credit Suisse
Switzerland
$5.6M +$453K +33,638 +10%
DnB Asset Management
85
DnB Asset Management
Norway
$5.33M +$563K +41,870 +13%
CIBC World Market
86
CIBC World Market
Ontario, Canada
$5.3M +$4.78M +355,472 New
Hudson Bay Capital Management
87
Hudson Bay Capital Management
Connecticut
$5.21M +$4.71M +350,000 New
JP Morgan Chase
88
JP Morgan Chase
New York
$5.21M -$917K -68,176 -16%
Legal & General Group
89
Legal & General Group
United Kingdom
$5.15M +$186K +13,817 +4%
Principal Financial Group
90
Principal Financial Group
Iowa
$4.87M +$3.88M +288,015 +744%
New York State Common Retirement Fund
91
New York State Common Retirement Fund
New York
$4.85M -$709K -52,678 -14%
CI
92
CAZ Investments
Texas
$4.51M
QT
93
Quantbot Technologies
New York
$4.49M +$2.78M +206,700 +219%
CWM
94
CIBC World Markets
New York
$4.47M
TC
95
TwinBeech Capital
New York
$4.05M +$3.66M +272,062 New
PCM
96
Prana Capital Management
Connecticut
$3.89M -$270K -20,044 -7%
TP
97
Tranquility Partners
Tennessee
$3.79M -$347K -25,776 -9%
Envestnet Asset Management
98
Envestnet Asset Management
Illinois
$3.76M +$466K +34,663 +16%
Janus Henderson Group
99
Janus Henderson Group
United Kingdom
$3.71M +$155K +11,505 +5%
SLG
100
Stanley-Laman Group
Pennsylvania
$3.69M -$1.05K -78 -0%

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.