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Blue Owl Capital

127 hedge funds and large institutions have $5.17B invested in Blue Owl Capital in 2021 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 35 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

480% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 10

67% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 21

61% more funds holding

Funds holding: 79127 (+48)

24% more call options, than puts

Call options by funds: $13.9M | Put options by funds: $11.2M

19% more capital invested

Capital invested by funds: $4.34B → $5.17B (+$830M)

10.38% more ownership

Funds ownership: 84.32%94.71% (+10%)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

Holders
127
Holders Change
+48
Holders Change %
+60.76%
% of All Funds
1.95%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.18%
New
58
Increased
35
Reduced
21
Closed
10
Calls
$13.9M
Puts
$11.2M
Net Calls
+$2.66M
Net Calls Change
-$25.3M
Name Holding Trade Value Shares
Change
Change in
Stake
IC
1
Iconiq Capital
California
$746M
BPM
2
Blue Pool Management
Hong Kong
$731M -$187M -11,872,915 -20%
Capital World Investors
3
Capital World Investors
California
$588M +$622M +39,418,038 New
KI
4
Koch Industries
Kansas
$560M
Vanguard Group
5
Vanguard Group
Pennsylvania
$504M +$297M +18,822,878 +126%
Capital International Investors
6
Capital International Investors
California
$342M +$290M +18,344,821 +400%
BU
7
Brown University
Rhode Island
$249M -$322M -20,391,844 -55%
NP
8
Newlight Partners
New York
$246M -$43.1M -2,730,680 -14%
Federated Hermes
9
Federated Hermes
Pennsylvania
$153M +$142M +9,000,000 +702%
SONJCPFE
10
State of New Jersey Common Pension Fund E
New Jersey
$148M +$156M +9,906,278 New
LCG
11
Luxor Capital Group
New York
$117M -$15.7M -996,494 -11%
1I
12
1888 Investments
Colorado
$85.5M +$90.5M +5,733,342 New
BlackRock
13
BlackRock
New York
$79.9M +$26.5M +1,676,377 +45%
PF
14
Phoenix Financial
Israel
$62.8M +$10.7M +676,666 +18%
Balyasny Asset Management
15
Balyasny Asset Management
Illinois
$47.4M +$50.2M +3,179,802 New
BCPEMI
16
Bain Capital Public Equity Management II
Massachusetts
$44.6M -$15.1M -959,681 -24%
LMGAM
17
Liberty Mutual Group Asset Management
Massachusetts
$44M -$100M -6,362,983 -68%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$41.3M +$9.4M +595,606 +27%
Citadel Advisors
19
Citadel Advisors
Florida
$37.6M +$37.4M +2,372,186 +1,559%
Renaissance Technologies
20
Renaissance Technologies
New York
$28.3M +$29M +1,838,600 +3,059%
TCA
21
Transcend Capital Advisors
New Jersey
$26.3M +$316K +20,038 +1%
Charles Schwab
22
Charles Schwab
California
$24.3M +$5.29M +334,891 +26%
HWCM
23
Hudson Way Capital Management
Texas
$17.5M -$8.71M -551,943 -32%
State Street
24
State Street
Massachusetts
$15.7M +$3.48M +220,419 +26%
AllianceBernstein
25
AllianceBernstein
Tennessee
$14.9M +$9.83M +622,451 +166%

OWL Hedge Fund Activity: Q4 2021 in Review

127 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OWL) for Q4 2021, worth a combined $5.17B — up 19% from $4.34B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new OWL positions and 10 closed out — a net gain of 48 holders — while 35 added to existing stakes and 21 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $622M. The largest seller was Brown University, cutting an estimated $322M.

  • 127 institutional investors held Blue Owl Capital (OWL) as of Q4 2021, up from 79 in Q3 2021.
  • Funds reported $5.17B of Blue Owl Capital stock for Q4 2021, up 19% quarter-over-quarter.
  • 58 funds opened new Blue Owl Capital positions in Q4 2021 and 10 closed out, a net change of +48 holders.
  • The largest Blue Owl Capital buyer in Q4 2021 was Capital World Investors, an estimated $622M added.
  • The largest Blue Owl Capital seller in Q4 2021 was Brown University, an estimated $322M sold.

Based on aggregated 13F filings for Q4 2021.