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Blue Owl Capital

79 hedge funds and large institutions have $4.34B invested in Blue Owl Capital in 2021 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 24 increasing their positions, 16 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more call options, than puts

Call options by funds: $42.6M | Put options by funds: $14.6M

69% more capital invested

Capital invested by funds: $2.56B → $4.34B (+$1.78B)

50% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 16

35% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 23

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

22.05% more ownership

Funds ownership: 62.27%84.32% (+22%)

11% more funds holding

Funds holding: 7179 (+8)

Holders
79
Holders Change
+8
Holders Change %
+11.27%
% of All Funds
1.38%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.19%
New
31
Increased
24
Reduced
16
Closed
23
Calls
$42.6M
Puts
$14.6M
Net Calls
+$28M
Net Calls Change
+$18.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BPM
1
Blue Pool Management
Hong Kong
$947M +$38.8M +2,795,082 +5%
IC
2
Iconiq Capital
California
$778M
BU
3
Brown University
Rhode Island
$577M +$23.6M +1,702,898 +5%
KI
4
Koch Industries
Kansas
$560M +$499M +35,967,671 New
NP
5
Newlight Partners
New York
$299M +$267M +19,220,989 New
Vanguard Group
6
Vanguard Group
Pennsylvania
$233M +$208M +14,977,582 New
Federated Hermes
7
Federated Hermes
Pennsylvania
$160M +$13.9M +1,000,000 +354%
LMGAM
8
Liberty Mutual Group Asset Management
Massachusetts
$145M -$9.52M -686,596 -7%
LCG
9
Luxor Capital Group
New York
$137M +$39.3M +2,833,688 +47%
Capital International Investors
10
Capital International Investors
California
$71.4M +$63.7M +4,591,541 New
BCPEMI
11
Bain Capital Public Equity Management II
Massachusetts
$61.5M +$54.8M +3,952,328 New
BlackRock
12
BlackRock
New York
$57.3M +$51.1M +3,684,401 New
PF
13
Phoenix Financial
Israel
$55.4M +$7.12M +512,994 +16%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$33.9M +$30.2M +2,176,904 New
TCA
15
Transcend Capital Advisors
New Jersey
$29.8M +$940K +67,743 +4%
HWCM
16
Hudson Way Capital Management
Texas
$26.8M +$5.79M +417,183 +32%
Charles Schwab
17
Charles Schwab
California
$20.2M +$18M +1,295,939 New
State Street
18
State Street
Massachusetts
$13M +$11.6M +833,600 New
C
19
Chescapmanager
Maryland
$11.7M +$10.4M +750,000 New
Alyeska Investment Group
20
Alyeska Investment Group
Illinois
$11.6M -$32.5M -2,341,785 -76%
G
21
GenTrust
Florida
$8.65M +$7.71M +556,041 New
Citigroup
22
Citigroup
New York
$7.59M +$6.43M +463,648 +1,932%
Northern Trust
23
Northern Trust
Illinois
$7.44M +$6.64M +478,421 New
Invesco
24
Invesco
Georgia
$7.32M +$6.53M +470,605 New
YSP
25
Yarra Square Partners
New York
$6.99M +$1.18M +85,306 +23%

OWL Hedge Fund Activity: Q3 2021 in Review

79 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OWL) for Q3 2021, worth a combined $4.34B — up 69% from $2.56B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new OWL positions and 23 closed out — a net gain of 8 holders — while 24 added to existing stakes and 16 trimmed.

The largest buyer was Koch Industries, opening a new position worth an estimated $499M. The largest seller was Millennium Management, exiting entirely with an estimated $72.2M sold.

  • 79 institutional investors held Blue Owl Capital (OWL) as of Q3 2021, up from 71 in Q2 2021.
  • Funds reported $4.34B of Blue Owl Capital stock for Q3 2021, up 69% quarter-over-quarter.
  • 31 funds opened new Blue Owl Capital positions in Q3 2021 and 23 closed out, a net change of +8 holders.
  • The largest Blue Owl Capital buyer in Q3 2021 was Koch Industries, an estimated $499M added.
  • The largest Blue Owl Capital seller in Q3 2021 was Millennium Management, an estimated $72.2M sold.

Based on aggregated 13F filings for Q3 2021.