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Blue Owl Capital

311 hedge funds and large institutions have $6.55B invested in Blue Owl Capital in 2023 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 111 increasing their positions, 72 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

305% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 22

54% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 72

26% more funds holding

Funds holding: 246311 (+65)

16% more capital invested

Capital invested by funds: $5.67B → $6.55B (+$881M)

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

3% more call options, than puts

Call options by funds: $21.6M | Put options by funds: $21M

0.03% less ownership

Funds ownership: 96.44%96.41% (-0.03%)

Holders
311
Holders Change
+65
Holders Change %
+26.42%
% of All Funds
4.53%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.25%
New
89
Increased
111
Reduced
72
Closed
22
Calls
$21.6M
Puts
$21M
Net Calls
+$663K
Net Calls Change
+$8.94M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$941M +$543K +40,321 +0.1%
IC
2
Iconiq Capital
California
$745M
Bank of America
3
Bank of America
North Carolina
$618M +$160M +11,917,127 +40%
Vanguard Group
4
Vanguard Group
Pennsylvania
$603M +$3.79M +281,324 +0.7%
Capital International Investors
5
Capital International Investors
California
$494M +$48M +3,565,657 +12%
BlackRock
6
BlackRock
New York
$246M +$8.4M +624,131 +4%
ROTUOC
7
Regents of the University of California
California
$239M
Capital Research Global Investors
8
Capital Research Global Investors
California
$140M +$10.8K +799 +0%
BU
9
Brown University
Rhode Island
$135M -$21.9M -1,625,000 -15%
Morgan Stanley
10
Morgan Stanley
New York
$132M +$70M +5,199,006 +142%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$114M +$91.3M +6,782,719 +785%
State Street
12
State Street
Massachusetts
$109M +$5.48M +406,986 +6%
Federated Hermes
13
Federated Hermes
Pennsylvania
$104M
BPM
14
Blue Pool Management
Hong Kong
$103M -$461M -34,257,043 -83%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$90.2M +$3.89M +288,816 +5%
Millennium Management
16
Millennium Management
New York
$85.1M +$66.8M +4,965,242 +664%
SONJCPFE
17
State of New Jersey Common Pension Fund E
New Jersey
$79M
NP
18
Newlight Partners
New York
$69.4M -$51.5M -3,825,613 -45%
BMO
19
Beck Mack & Oliver
New York
$69.4M +$3.32M +246,955 +6%
ClearBridge Investments
20
ClearBridge Investments
New York
$68.7M -$625K -46,419 -1%
Westfield Capital Management
21
Westfield Capital Management
Massachusetts
$63.3M -$5.08M -377,884 -8%
Charles Schwab
22
Charles Schwab
California
$53.9M +$1.35M +100,188 +3%
Macquarie Group
23
Macquarie Group
Australia
$46.6M +$42.1M +3,128,778 New
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$46.3M -$333K -24,754 -0.8%
Balyasny Asset Management
25
Balyasny Asset Management
Illinois
$46M +$41.6M +3,089,264 New

OWL Hedge Fund Activity: Q4 2023 in Review

311 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OWL) for Q4 2023, worth a combined $6.55B — up 16% from $5.67B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new OWL positions and 22 closed out — a net gain of 67 holders — while 111 added to existing stakes and 72 trimmed.

The largest buyer was Bank of America, adding an estimated $160M. The largest seller was Blue Pool Management, cutting an estimated $461M.

  • 311 institutional investors held Blue Owl Capital (OWL) as of Q4 2023, up from 246 in Q3 2023.
  • Funds reported $6.55B of Blue Owl Capital stock for Q4 2023, up 16% quarter-over-quarter.
  • 89 funds opened new Blue Owl Capital positions in Q4 2023 and 22 closed out, a net change of +67 holders.
  • The largest Blue Owl Capital buyer in Q4 2023 was Bank of America, an estimated $160M added.
  • The largest Blue Owl Capital seller in Q4 2023 was Blue Pool Management, an estimated $461M sold.

Based on aggregated 13F filings for Q4 2023.