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Blue Owl Capital

311 hedge funds and large institutions have $6.55B invested in Blue Owl Capital in 2023 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 111 increasing their positions, 72 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

305% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 22

54% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 72

26% more funds holding

Funds holding: 246311 (+65)

16% more capital invested

Capital invested by funds: $5.67B → $6.55B (+$881M)

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

3% more call options, than puts

Call options by funds: $21.6M | Put options by funds: $21M

0.03% less ownership

Funds ownership: 96.44%96.41% (-0.03%)

Holders
311
Holders Change
+65
Holders Change %
+26.42%
% of All Funds
4.53%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.25%
New
89
Increased
111
Reduced
72
Closed
22
Calls
$21.6M
Puts
$21M
Net Calls
+$663K
Net Calls Change
+$8.94M
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
201
Whalen Wealth Management
Nevada
$412K +$372K +27,646 New
TI
202
Tidal Investments
Wisconsin
$409K +$25.7K +1,907 +7%
LP
203
LGL Partners
Pennsylvania
$395K +$2.72K +202 +0.8%
JIC
204
Joel Isaacson & Co
New York
$383K
URS
205
Utah Retirement Systems
Utah
$375K +$12.1K +900 +4%
O
206
Ossiam
France
$358K
VPIM
207
Vanguard Personalized Indexing Management
California
$357K +$104K +7,696 +47%
EAM
208
Erste Asset Management
Austria
$354K
AWS
209
Atria Wealth Solutions
New York
$354K -$3.88K -288 -1%
Mariner
210
Mariner
Kansas
$342K +$134K +9,922 +76%
X
211
Xponance
Pennsylvania
$340K -$2.57K -191 -0.8%
PAG
212
Private Advisor Group
New Jersey
$333K +$3.63K +270 +1%
CIP
213
Capital Insight Partners
Arizona
$333K +$30.7K +2,282 +11%
TAM
214
Titleist Asset Management
Texas
$329K +$297K +22,078 New
OBWG
215
Onyx Bridge Wealth Group
New York
$320K -$76.4K -5,677 -21%
Osaic Holdings
216
Osaic Holdings
Arizona
$309K -$27.9K -2,072 -9%
BCM
217
Basswood Capital Management
New York
$296K -$13.5M -1,001,613 -98%
Deutsche Bank
218
Deutsche Bank
Germany
$279K +$20.1K +1,492 +9%
HFS
219
Hantz Financial Services
Michigan
$272K -$5.91K -439 -2%
DM
220
Deerfield Management
New York
$271K +$245K +18,216 New
Creative Planning
221
Creative Planning
Kansas
$267K +$242K +17,950 New
DC
222
Davenport & Co
Virginia
$259K -$80.7K -6,000 -26%
VWA
223
Visionary Wealth Advisors
Illinois
$254K -$7.67K -570 -3%
BFM
224
Boothbay Fund Management
New York
$250K +$226K +16,760 New
Teacher Retirement System of Texas
225
Teacher Retirement System of Texas
Texas
$244K -$150K -11,167 -41%

OWL Hedge Fund Activity: Q4 2023 in Review

311 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OWL) for Q4 2023, worth a combined $6.55B — up 16% from $5.67B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new OWL positions and 22 closed out — a net gain of 67 holders — while 111 added to existing stakes and 72 trimmed.

The largest buyer was Bank of America, adding an estimated $160M. The largest seller was Blue Pool Management, cutting an estimated $461M.

  • 311 institutional investors held Blue Owl Capital (OWL) as of Q4 2023, up from 246 in Q3 2023.
  • Funds reported $6.55B of Blue Owl Capital stock for Q4 2023, up 16% quarter-over-quarter.
  • 89 funds opened new Blue Owl Capital positions in Q4 2023 and 22 closed out, a net change of +67 holders.
  • The largest Blue Owl Capital buyer in Q4 2023 was Bank of America, an estimated $160M added.
  • The largest Blue Owl Capital seller in Q4 2023 was Blue Pool Management, an estimated $461M sold.

Based on aggregated 13F filings for Q4 2023.