We are live on ! Find out more
OWL icon

Blue Owl Capital

230 hedge funds and large institutions have $4.49B invested in Blue Owl Capital in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 84 increasing their positions, 59 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 28

42% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 59

7% more funds holding

Funds holding: 214230 (+16)

1% more capital invested

Capital invested by funds: $4.46B → $4.49B (+$28.2M)

5.06% less ownership

Funds ownership: 96%90.94% (-5.1%)

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

44% less call options, than puts

Call options by funds: $9.96M | Put options by funds: $17.9M

Holders
230
Holders Change
+16
Holders Change %
+7.48%
% of All Funds
3.67%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.21%
New
47
Increased
84
Reduced
59
Closed
28
Calls
$9.96M
Puts
$17.9M
Net Calls
-$7.91M
Net Calls Change
-$2.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$20K +$527 +44 +2%
Loomis, Sayles & Company
202
Loomis, Sayles & Company
Massachusetts
$20K +$20K +1,668 +1,005%
PA
203
Parallel Advisors
California
$19.8K -$1.58K -132 -7%
Russell Investments Group
204
Russell Investments Group
United Kingdom
$18.6K +$20.1K +1,676 New
LSA
205
Leonteq Securities AG
Switzerland
$9.96K -$886 -74 -8%
QCG
206
Quadrant Capital Group
Ohio
$9.41K
VCM
207
Versant Capital Management
Arizona
$7.4K
BAM
208
Belpointe Asset Management
Nevada
$7.03K +$24 +2 +0.3%
C
209
Covestor
United Kingdom
$7K -$108 -9 -1%
FCA
210
Fortis Capital Advisors
Kansas
$5.32K
HT
211
Headlands Technologies
Illinois
$4.04K -$1.16K -97 -21%
WTA
212
Washington Trust Advisors
Massachusetts
$2.98K -$503 -42 -14%
CFFP
213
Center for Financial Planning
Michigan
$2.22K
AF
214
Allworth Financial
California
$1.84K -$1.39K -116 -41%
LC
215
Lindbrook Capital
California
$1.74K +$707 +59 +60%
Commonwealth Equity Services
216
Commonwealth Equity Services
Massachusetts
$1.69K +$121K +10,102 +7%
HI
217
Harbour Investments
Wisconsin
$997
BIA
218
Bell Investment Advisors
California
$865 +$491 +41 +111%
AF
219
Advisornet Financial
Minnesota
$831
Northwestern Mutual Wealth Management
220
Northwestern Mutual Wealth Management
Wisconsin
$776 -$35.1K -2,930 -98%
CFO
221
CVA Family Office
Colorado
$776 +$838 +70 New
FWM
222
Focused Wealth Management
New York
$754 +$12 +1 +1%
GRP
223
Global Retirement Partners
California
$735 +$826 +69 New
HNB
224
Huntington National Bank
Ohio
$565 +$611 +51 New
TWA
225
TCI Wealth Advisors
Arizona
$532 +$575 +48 New

OWL Hedge Fund Activity: Q1 2023 in Review

230 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OWL) for Q1 2023, worth a combined $4.49B — up 0.63% from $4.46B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new OWL positions and 28 closed out — a net gain of 19 holders — while 84 added to existing stakes and 59 trimmed.

The largest buyer was Millennium Management, adding an estimated $28.1M. The largest seller was Koch Industries, cutting an estimated $256M.

  • 230 institutional investors held Blue Owl Capital (OWL) as of Q1 2023, up from 214 in Q4 2022.
  • Funds reported $4.49B of Blue Owl Capital stock for Q1 2023, up 0.63% quarter-over-quarter.
  • 47 funds opened new Blue Owl Capital positions in Q1 2023 and 28 closed out, a net change of +19 holders.
  • The largest Blue Owl Capital buyer in Q1 2023 was Millennium Management, an estimated $28.1M added.
  • The largest Blue Owl Capital seller in Q1 2023 was Koch Industries, an estimated $256M sold.

Based on aggregated 13F filings for Q1 2023.