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Blue Owl Capital

214 hedge funds and large institutions have $4.46B invested in Blue Owl Capital in 2022 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 90 increasing their positions, 47 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 47

45% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 33

36% more funds holding in top 10

Funds holding in top 10: 1115 (+4)

15% more capital invested

Capital invested by funds: $3.88B → $4.46B (+$580M)

5% more funds holding

Funds holding: 203214 (+11)

2.99% less ownership

Funds ownership: 98.99%96% (-3%)

48% less call options, than puts

Call options by funds: $6.04M | Put options by funds: $11.7M

Holders
214
Holders Change
+11
Holders Change %
+5.42%
% of All Funds
3.44%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.24%
New
48
Increased
90
Reduced
47
Closed
33
Calls
$6.04M
Puts
$11.7M
Net Calls
-$5.62M
Net Calls Change
+$1.79M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
151
Parsons Capital Management
Rhode Island
$168K -$306K -28,950 -65%
Bank of Montreal
152
Bank of Montreal
Ontario, Canada
$165K -$502K -47,585 -76%
SPIA
153
Steward Partners Investment Advisory
New York
$161K +$190 +18 +0.1%
VPIM
154
Vanguard Personalized Indexing Management
California
$159K +$159K +15,032 New
HFS
155
Hantz Financial Services
Michigan
$157K +$39K +3,692 +33%
SCM
156
Sterneck Capital Management
Missouri
$157K -$40.1K -3,800 -20%
SC
157
Steph & Co
Wisconsin
$151K +$27.1K +2,570 +22%
CFS
158
CRA Financial Services
New Jersey
$148K
SSG
159
Summit Securities Group
New York
$148K +$147K +13,916 New
TC
160
TownSquare Capital
Utah
$146K +$146K +13,801 New
KI
161
Kula Investments
Illinois
$142K +$142K +13,419 New
GAM
162
Gotham Asset Management
New York
$142K +$141K +13,377 New
CII
163
Capital International Inc
California
$130K +$129K +12,236 New
PCM
164
Prelude Capital Management
New York
$124K +$123K +11,683 New
CIBC Asset Management
165
CIBC Asset Management
Ontario, Canada
$117K +$116K +11,024 New
RJT
166
Raymond James Trust
Florida
$114K +$113K +10,742 New
Prudential Financial
167
Prudential Financial
New Jersey
$113K +$112K +10,618 New
DekaBank Deutsche Girozentrale
168
DekaBank Deutsche Girozentrale
Germany
$112K +$71.4K +6,760 +179%
Osaic Holdings
169
Osaic Holdings
Arizona
$110K +$5.09K +482 +5%
FM
170
Family Management
New York
$107K -$1.44M -136,087 -93%
CA
171
Claris Advisors
Missouri
$106K +$106K +10,000 New
SOW
172
State of Wyoming
Wyoming
$103K +$78.6K +7,447 +334%
AIG
173
American International Group
New York
$67.5K -$1.54K -146 -2%
CI Investments Inc
174
CI Investments Inc
Ontario, Canada
$67K +$33.4K +3,161 +100%
HCP
175
Hexagon Capital Partners
Arkansas
$66.5K +$7.89K +747 +14%

OWL Hedge Fund Activity: Q4 2022 in Review

214 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OWL) for Q4 2022, worth a combined $4.46B — up 15% from $3.88B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new OWL positions and 33 closed out — a net gain of 15 holders — while 90 added to existing stakes and 47 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $113M. The largest seller was Bain Capital Public Equity Management II, exiting entirely with an estimated $25.5M sold.

  • 214 institutional investors held Blue Owl Capital (OWL) as of Q4 2022, up from 203 in Q3 2022.
  • Funds reported $4.46B of Blue Owl Capital stock for Q4 2022, up 15% quarter-over-quarter.
  • 48 funds opened new Blue Owl Capital positions in Q4 2022 and 33 closed out, a net change of +15 holders.
  • The largest Blue Owl Capital buyer in Q4 2022 was Capital Research Global Investors, an estimated $113M added.
  • The largest Blue Owl Capital seller in Q4 2022 was Bain Capital Public Equity Management II, an estimated $25.5M sold.

Based on aggregated 13F filings for Q4 2022.