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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
MWM
101
Madison Wealth Management
Ohio
$2.28M +$1.21M +101,800 +138%
Victory Capital Management
102
Victory Capital Management
Texas
$2.28M +$1.45M +121,502 +224%
VRS
103
Virginia Retirement Systems
Virginia
$2.25M +$2.39K +200 +0.1%
Royal Bank of Canada
104
Royal Bank of Canada
Ontario, Canada
$2.15M +$20.9K +1,749 +1%
Commonwealth Equity Services
105
Commonwealth Equity Services
Massachusetts
$2.15M -$60.4K -5,066 -3%
GF
106
Gabelli Funds
New York
$2.11M +$101K +8,500 +6%
FNT
107
First National Trust
Pennsylvania
$2.03M
Citigroup
108
Citigroup
New York
$2.01M +$191K +16,031 +12%
Ameriprise
109
Ameriprise
Minnesota
$1.72M +$459K +38,459 +41%
AO
110
Advisor OS
Illinois
$1.71M +$843K +70,672 +115%
TAM
111
Townsend Asset Management
North Carolina
$1.47M +$1.07M +89,390 +371%
RA
112
Royce & Associates
New York
$1.44M
ASRS
113
Arizona State Retirement System
Arizona
$1.32M +$17.2K +1,445 +1%
QT
114
Quantbot Technologies
New York
$1.22M +$1M +84,161 +825%
DT
115
Diversified Trust
Tennessee
$1.14M +$764 +64 +0.1%
Ensign Peak Advisors
116
Ensign Peak Advisors
Utah
$1.07M
Brown Advisory
117
Brown Advisory
Maryland
$1.06M +$979K +82,086 New
GEM
118
Global Endowment Management
North Carolina
$1.04M +$955K +80,074 New
GPGA
119
Grandeur Peak Global Advisors
Utah
$1.03M +$82.9K +6,949 +10%
Citadel Advisors
120
Citadel Advisors
Florida
$1.03M -$6.5M -545,192 -87%
VOYA Investment Management
121
VOYA Investment Management
Georgia
$1.01M -$14.7K -1,234 -2%
LCS
122
Levin Capital Strategies
New York
$972K -$59.7K -5,000 -6%
SI
123
Stephens Inc
Arkansas
$916K +$80.2K +6,723 +11%
HCA
124
Harbour Capital Advisors
Virginia
$904K -$63.2K -5,300 -7%
Zurich Cantonal Bank
125
Zurich Cantonal Bank
Switzerland
$904K +$161K +13,489 +24%

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.