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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
BTI
201
Blue Trust Inc
Georgia
$1K +$750 +71 New
Jones Financial Companies
202
Jones Financial Companies
Missouri
$1K +$950 +90 New
HI
203
Harbour Investments
Wisconsin
$954
AF
204
Advisornet Financial
Minnesota
$795 +$792 +75 New
AWM
205
Accurate Wealth Management
Florida
$752 +$686 +65 New
FWM
206
Focused Wealth Management
New York
$714
GJIA
207
Glass Jacobson Investment Advisors
Maryland
$583 +$581 +55 New
BAAM
208
Baker Avenue Asset Management
California
$456 +$454 +43 New
BWM
209
BerganKDV Wealth Management
Minnesota
$456 +$454 +43 New
BIA
210
Bell Investment Advisors
California
$392
GWS
211
Glassman Wealth Services
Virginia
$371 +$370 +35 New
FFA
212
Farther Finance Advisors
California
$138 +$137 +13 New
LFG
213
Larson Financial Group
Missouri
$108
CCM
214
Cribstone Capital Management
Maine
$53 +$53 +5 New
BCPEMI
215
Bain Capital Public Equity Management II
Massachusetts
-$25.5M -2,758,539 Closed
BNP Paribas Financial Markets
216
BNP Paribas Financial Markets
France
-$16.2M -1,760,259 Closed
RWM
217
Ritholtz Wealth Management
New York
-$9.04M -979,727 Closed
WMSA
218
Weiss Multi-Strategy Advisers
New York
-$6.92M -750,092 Closed
Verition Fund Management
219
Verition Fund Management
Connecticut
-$5.23M -566,833 Closed
Balyasny Asset Management
220
Balyasny Asset Management
Illinois
-$5.23M -566,823 Closed
TC
221
TwinBeech Capital
New York
-$4.52M -489,352 Closed
UBS AM
222
UBS AM
Illinois
-$4.11M -445,580 Closed
ECM
223
ExodusPoint Capital Management
New York
-$2.4M -260,364 Closed
OQS
224
Occudo Quantitative Strategies
Florida
-$1.78M -192,781 Closed
CM
225
Caption Management
Oklahoma
-$1.68M -158,850 Closed

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.