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Blue Owl Capital

230 hedge funds and large institutions have $4.49B invested in Blue Owl Capital in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 84 increasing their positions, 59 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 28

42% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 59

7% more funds holding

Funds holding: 214230 (+16)

1% more capital invested

Capital invested by funds: $4.46B → $4.49B (+$28.2M)

5.06% less ownership

Funds ownership: 96%90.94% (-5.1%)

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

44% less call options, than puts

Call options by funds: $9.96M | Put options by funds: $17.9M

Holders
230
Holders Change
+16
Holders Change %
+7.48%
% of All Funds
3.67%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.21%
New
47
Increased
84
Reduced
59
Closed
28
Calls
$9.96M
Puts
$17.9M
Net Calls
-$7.91M
Net Calls Change
-$2.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$602M +$4.8M +400,622 +0.7%
IC
2
Iconiq Capital
California
$554M
BPM
3
Blue Pool Management
Hong Kong
$456M
Vanguard Group
4
Vanguard Group
Pennsylvania
$433M +$14.7M +1,226,812 +3%
Capital International Investors
5
Capital International Investors
California
$397M +$356K +29,719 +0.1%
ROTUOC
6
Regents of the University of California
California
$177M
BlackRock
7
BlackRock
New York
$170M +$2.45M +204,662 +1%
BU
8
Brown University
Rhode Island
$164M
KI
9
Koch Industries
Kansas
$162M -$256M -21,375,854 -59%
NP
10
Newlight Partners
New York
$122M -$29.8M -2,491,553 -19%
Capital Research Global Investors
11
Capital Research Global Investors
California
$119M +$47.4K +3,962 +0%
Federated Hermes
12
Federated Hermes
Pennsylvania
$77.6M -$14.4M -1,198,427 -15%
State Street
13
State Street
Massachusetts
$66.5M +$4.27M +356,507 +6%
1I
14
1888 Investments
Colorado
$63.5M
SONJCPFE
15
State of New Jersey Common Pension Fund E
New Jersey
$58.7M
Geode Capital Management
16
Geode Capital Management
Massachusetts
$55.2M +$2.83M +236,604 +5%
ClearBridge Investments
17
ClearBridge Investments
New York
$49.4M +$215K +17,970 +0.4%
BMO
18
Beck Mack & Oliver
New York
$44.2M +$1.85M +154,362 +4%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$36.9M -$29.8M -2,486,601 -43%
1832 Asset Management
20
1832 Asset Management
Ontario, Canada
$34.7M +$2.45M +204,800 +7%
LMGAM
21
Liberty Mutual Group Asset Management
Massachusetts
$32.7M
Bank of America
22
Bank of America
North Carolina
$31.6M +$6.96M +580,953 +26%
MDSL
23
M.D. Sass LLC
New York
$30.9M -$1.33M -111,135 -4%
Millennium Management
24
Millennium Management
New York
$27.4M +$28.1M +2,348,805 +1,943%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$27.2M +$238K +19,850 +0.8%

OWL Hedge Fund Activity: Q1 2023 in Review

230 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OWL) for Q1 2023, worth a combined $4.49B — up 0.63% from $4.46B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new OWL positions and 28 closed out — a net gain of 19 holders — while 84 added to existing stakes and 59 trimmed.

The largest buyer was Millennium Management, adding an estimated $28.1M. The largest seller was Koch Industries, cutting an estimated $256M.

  • 230 institutional investors held Blue Owl Capital (OWL) as of Q1 2023, up from 214 in Q4 2022.
  • Funds reported $4.49B of Blue Owl Capital stock for Q1 2023, up 0.63% quarter-over-quarter.
  • 47 funds opened new Blue Owl Capital positions in Q1 2023 and 28 closed out, a net change of +19 holders.
  • The largest Blue Owl Capital buyer in Q1 2023 was Millennium Management, an estimated $28.1M added.
  • The largest Blue Owl Capital seller in Q1 2023 was Koch Industries, an estimated $256M sold.

Based on aggregated 13F filings for Q1 2023.