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Blue Owl Capital

245 hedge funds and large institutions have $4.79B invested in Blue Owl Capital in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 90 increasing their positions, 68 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 35

32% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 68

23% more funds holding in top 10

Funds holding in top 10: 1316 (+3)

7% more capital invested

Capital invested by funds: $4.49B → $4.79B (+$305M)

7% more funds holding

Funds holding: 230245 (+15)

1.32% more ownership

Funds ownership: 90.94%92.25% (+1.3%)

53% less call options, than puts

Call options by funds: $7.7M | Put options by funds: $16.3M

Holders
245
Holders Change
+15
Holders Change %
+6.52%
% of All Funds
3.85%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.25%
New
51
Increased
90
Reduced
68
Closed
35
Calls
$7.7M
Puts
$16.3M
Net Calls
-$8.59M
Net Calls Change
-$679K
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$661M +$26M +2,414,134 +4%
IC
2
Iconiq Capital
California
$583M
BPM
3
Blue Pool Management
Hong Kong
$479M
Vanguard Group
4
Vanguard Group
Pennsylvania
$453M -$2.17M -201,598 -0.5%
Capital International Investors
5
Capital International Investors
California
$418M +$542K +50,337 +0.1%
ROTUOC
6
Regents of the University of California
California
$187M
BlackRock
7
BlackRock
New York
$175M -$2.69M -250,267 -2%
BU
8
Brown University
Rhode Island
$152M -$18.8M -1,749,794 -12%
NP
9
Newlight Partners
New York
$128M
Capital Research Global Investors
10
Capital Research Global Investors
California
$109M -$14.3M -1,331,447 -12%
Federated Hermes
11
Federated Hermes
Pennsylvania
$81.6M
State Street
12
State Street
Massachusetts
$72.7M +$2.57M +238,961 +4%
1I
13
1888 Investments
Colorado
$66.8M
SONJCPFE
14
State of New Jersey Common Pension Fund E
New Jersey
$61.7M
Geode Capital Management
15
Geode Capital Management
Massachusetts
$61M +$2.74M +254,918 +5%
KI
16
Koch Industries
Kansas
$55.9M -$105M -9,791,223 -67%
KL
17
KIM LLC
Kansas
$55.9M +$51.7M +4,800,594 New
ClearBridge Investments
18
ClearBridge Investments
New York
$54.5M +$2.36M +219,242 +5%
CRCM
19
Cat Rock Capital Management
Connecticut
$52.6M +$48.6M +4,513,821 New
BMO
20
Beck Mack & Oliver
New York
$49.5M +$2.73M +253,475 +6%
Bank of America
21
Bank of America
North Carolina
$48M +$13.7M +1,268,637 +44%
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$38.5M -$250K -23,239 -0.7%
MDSL
23
M.D. Sass LLC
New York
$32.3M -$180K -16,689 -0.6%
1832 Asset Management
24
1832 Asset Management
Ontario, Canada
$31.7M -$4.44M -412,500 -13%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$28.3M -$368K -34,174 -1%

OWL Hedge Fund Activity: Q2 2023 in Review

245 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OWL) for Q2 2023, worth a combined $4.79B — up 6.8% from $4.49B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new OWL positions and 35 closed out — a net gain of 16 holders — while 90 added to existing stakes and 68 trimmed.

The largest buyer was KIM LLC, opening a new position worth an estimated $51.7M. The largest seller was Koch Industries, cutting an estimated $105M.

  • 245 institutional investors held Blue Owl Capital (OWL) as of Q2 2023, up from 230 in Q1 2023.
  • Funds reported $4.79B of Blue Owl Capital stock for Q2 2023, up 6.8% quarter-over-quarter.
  • 51 funds opened new Blue Owl Capital positions in Q2 2023 and 35 closed out, a net change of +16 holders.
  • The largest Blue Owl Capital buyer in Q2 2023 was KIM LLC, an estimated $51.7M added.
  • The largest Blue Owl Capital seller in Q2 2023 was Koch Industries, an estimated $105M sold.

Based on aggregated 13F filings for Q2 2023.