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Blue Owl Capital

214 hedge funds and large institutions have $4.46B invested in Blue Owl Capital in 2022 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 90 increasing their positions, 47 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 47

45% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 33

36% more funds holding in top 10

Funds holding in top 10: 1115 (+4)

15% more capital invested

Capital invested by funds: $3.88B → $4.46B (+$580M)

5% more funds holding

Funds holding: 203214 (+11)

2.99% less ownership

Funds ownership: 98.99%96% (-3%)

48% less call options, than puts

Call options by funds: $6.04M | Put options by funds: $11.7M

Holders
214
Holders Change
+11
Holders Change %
+5.42%
% of All Funds
3.44%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.24%
New
48
Increased
90
Reduced
47
Closed
33
Calls
$6.04M
Puts
$11.7M
Net Calls
-$5.62M
Net Calls Change
+$1.79M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$572M +$12.3M +1,166,681 +2%
IC
2
Iconiq Capital
California
$530M
BPM
3
Blue Pool Management
Hong Kong
$436M
Vanguard Group
4
Vanguard Group
Pennsylvania
$402M +$22.3M +2,115,377 +6%
KI
5
Koch Industries
Kansas
$381M
Capital International Investors
6
Capital International Investors
California
$379M +$6.25M +591,785 +2%
ROTUOC
7
Regents of the University of California
California
$170M
BlackRock
8
BlackRock
New York
$160M +$10.7M +1,009,658 +7%
BU
9
Brown University
Rhode Island
$157M -$10.4M -989,097 -6%
NP
10
Newlight Partners
New York
$143M -$1.11M -104,839 -0.8%
Capital Research Global Investors
11
Capital Research Global Investors
California
$114M +$113M +10,714,068 New
Federated Hermes
12
Federated Hermes
Pennsylvania
$86.9M -$19M -1,800,573 -18%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$61.7M +$1.54M +146,010 +3%
1I
14
1888 Investments
Colorado
$60.8M
State Street
15
State Street
Massachusetts
$59.8M -$281K -26,624 -0.5%
SONJCPFE
16
State of New Jersey Common Pension Fund E
New Jersey
$56.2M
PF
17
Phoenix Financial
Israel
$51.4M -$3.43M -324,816 -6%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$50.3M +$2.98M +281,868 +6%
ClearBridge Investments
19
ClearBridge Investments
New York
$47.1M +$3.36M +318,143 +8%
BMO
20
Beck Mack & Oliver
New York
$40.7M +$13.8M +1,302,902 +51%
LMGAM
21
Liberty Mutual Group Asset Management
Massachusetts
$31.3M
1832 Asset Management
22
1832 Asset Management
Ontario, Canada
$31.1M -$1.24M -117,600 -4%
MDSL
23
M.D. Sass LLC
New York
$30.8M +$2.14M +203,021 +8%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$25.9M +$8.39M +794,365 +48%
Bank of America
25
Bank of America
North Carolina
$24.1M +$6.95M +657,958 +41%

OWL Hedge Fund Activity: Q4 2022 in Review

214 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OWL) for Q4 2022, worth a combined $4.46B — up 15% from $3.88B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new OWL positions and 33 closed out — a net gain of 15 holders — while 90 added to existing stakes and 47 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $113M. The largest seller was Bain Capital Public Equity Management II, exiting entirely with an estimated $25.5M sold.

  • 214 institutional investors held Blue Owl Capital (OWL) as of Q4 2022, up from 203 in Q3 2022.
  • Funds reported $4.46B of Blue Owl Capital stock for Q4 2022, up 15% quarter-over-quarter.
  • 48 funds opened new Blue Owl Capital positions in Q4 2022 and 33 closed out, a net change of +15 holders.
  • The largest Blue Owl Capital buyer in Q4 2022 was Capital Research Global Investors, an estimated $113M added.
  • The largest Blue Owl Capital seller in Q4 2022 was Bain Capital Public Equity Management II, an estimated $25.5M sold.

Based on aggregated 13F filings for Q4 2022.