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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
RJT
201
Raymond James Trust
Florida
$138K
NW
202
Naviter Wealth
Arkansas
$133K -$5.96K -500 -5%
SG Americas Securities
203
SG Americas Securities
New York
$126K +$116K +9,709 New
CMF
204
Counterpoint Mutual Funds
California
$103K +$95.3K +7,984 New
CCP
205
Carmel Capital Partners
California
$103K
KBC Group
206
KBC Group
Belgium
$100K +$92.2K +7,732 New
CA
207
Clearstead Advisors
Ohio
$98.6K +$90.8K +7,610 New
Simplex Trading
208
Simplex Trading
Illinois
$84K +$5.08K +426 +7%
CI Investments Inc
209
CI Investments Inc
Ontario, Canada
$83K +$239 +20 +0.3%
RDIA
210
RE Dickinson Investment Advisors
Iowa
$78K +$23.9K +2,000 +50%
S
211
SignatureFD
Georgia
$76.4K +$14.5K +1,214 +26%
Nisa Investment Advisors
212
Nisa Investment Advisors
Missouri
$73.9K
Loomis, Sayles & Company
213
Loomis, Sayles & Company
Massachusetts
$63K +$54.7K +4,585 +1,570%
PA
214
Parallel Advisors
California
$59.1K +$35.4K +2,968 +186%
AIG
215
American International Group
New York
$56.6K -$3.13K -262 -6%
US Bancorp
216
US Bancorp
Minnesota
$49.4K -$823 -69 -2%
PTC
217
Private Trust Company
Ohio
$40K +$36.8K +3,087 New
IA
218
IFP Advisors
Florida
$39.4K +$489 +41 +1%
WB
219
Webster Bank
Connecticut
$38.9K
QL
220
Quarry LP
New York
$32.8K +$27.1K +2,269 +863%
HT
221
Headlands Technologies
Illinois
$26.6K +$24.5K +2,050 New
FP
222
Financial Perspectives
Minnesota
$26.6K +$24.4K +2,049 New
Carson Wealth (CWM LLC)
223
Carson Wealth (CWM LLC)
Nebraska
$26K +$167 +14 +0.7%
SIC
224
Salem Investment Counselors
North Carolina
$25.9K
QCG
225
Quadrant Capital Group
Ohio
$11K

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.