Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Blue Owl Capital Corporation (OBDC)

425 + Investors. Track Smart Money conviction in OBDC. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -26
Streak
2Q ▼
Buyers last Q
47%

Smart Money Signals — OBDC

Based on 433 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their OBDC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 93% of 3.0Y peak

93% of all-time peak
433 funds currently hold this stock — 93% of the 3.0-year high of 464 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding OBDC is almost the same as a year ago (-2 funds, 0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 47% buying

205 buying232 selling
Last quarter: 232 funds reduced or exited vs 205 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-22 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 70 → 89 → 75 → 53. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 25% medium ■ 25% new
215 out of 433 hedge funds have held OBDC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +592% but shares only +60% — price-driven

Value
+592%
Shares
+60%
Last quarter: the total dollar value of institutional holdings rose +592%, but actual share count only changed +60%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📊

Peak discovery — momentum slowing

52 → 70 → 89 → 75 → 53 new funds/Q
New funds entering each quarter: 70 → 89 → 75 → 53. OBDC is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 56% veterans vs 28% newcomers

■ 56% veterans ■ 16% 1-2yr ■ 28% new
Entry-cohort mix of 444 holders: 247 (56%) are 2+ year veterans, 72 entered 1–2 years ago, and 125 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 91% AUM from top-100 funds

91% from top-100 AUM funds
40 of 428 holders are among the 100 largest funds by AUM, controlling 91% of total institutional value in OBDC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — OBDC

In 2026 Q2, 205 hedge funds were net buyers of OBDC (53 opened a new position, 152 added to an existing one), while 232 reduced or exited (153 trimmed, 79 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. Net selling has persisted for two consecutive quarters. 91% of total institutional value in OBDC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -26 funds (more exits than new entries). Total institutional holders: 433.

Hedge Fund Ownership: OBDC

How many hedge funds hold OBDC — quarterly history vs. share price
Quarterly hedge fund ownership of OBDC vs. share price

Market Analysis: OBDC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: OBDC

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

13 top-rated funds 8 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: OBDC
425 + Investors

Track Smart Money conviction in OBDC. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 425 459 -7.41%
13F Shares 251M 268M -6.38%
Total Value $2.68B $2.76B -3.0%
New Positions 53 75 -22
Increased Positions 145 161 -16
Closed Positions 82 80 +2
Reduced Positions 150 150 -
Total Calls 5 8 -37.5%
Total Puts 10 9 11.11%
PUT/CALL Ratio 2.0 1.12 Bearish

Statistics: OBDC

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Financial Highlights

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Institutional Holders (2026 Q2)

425 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in OBDC. Verified SEC 13F-HR filings.

QUARTER:
Top 25 OBDC holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 State of New Jersey Common Pension Fund A 74.27% 15,263,873 $165.9M
2 Robert Wood Johnson Foundation 56.59% 4,218,864 $45.9M
3 Hamilton Lane Advisors LLC 24.92% 3,406,230 $37.0M
4 Lalia Capital, LLC 16.99% 3,215,467 $35.0M
5 Caz Investments LP 12.74% 1,124,305 $12.2M
6 Muzinich & Co., Inc. 9.07% 2,443,648 $26.6M
7 Lunate Capital Ltd 6.66% 1,200,244 $13.0M
8 Next Capital Management LLC 4.99% 1,688,690 $18.5M
9 Melia Wealth LLC 4.87% 778,167 $8.5M
10 Prota Financial, LLC 3.73% 525,192 $5.7M
11 Blue Owl Capital Holdings LP 3.35% 2,045,070 $22.2M
12 Trinity Financial Advisors LLC 3.22% 1,121,592 $12.5M
13 Enstar Group LTD 3.13% 621,999 $6.8M
14 TT Capital Management LLC 2.96% 349,061 $3.8M
15 Liberty Mutual Group Asset Management Inc. 2.53% 2,669,872 $29.0M
16 Cobalt Capital Management, INC. 2.49% 321,618 $3.5M
17 Epiq Partners, LLC 2.48% 537,635 $5.8M
18 Bayshore Capital Advisors, LLC 2.37% 467,505 $5.1M
19 Sound Income Strategies, LLC 2.05% 4,204,742 $45.7M
20 GP Brinson Investments LLC 1.79% 404,249 $4.4M
21 Prairiewood Capital, LLC 1.77% 628,572 $6.8M
22 Oregon Public Employees Retirement Fund 1.71% 14,568,973 $158.4M
23 Barnett & Company, Inc. 1.70% 211,850 $2.3M
24 Ares Management LLC 1.36% 2,872,757 $31.2M
25 Private Management Group Inc 1.16% 4,056,747 $44.1M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Blue Owl Capital Corporation (OBDC)

What does the Smart Money Trend signal show for OBDC?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their OBDC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for OBDC?

More sellers than buyers — 47% buying: Last quarter: 232 funds reduced or exited vs 205 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for OBDC holders?

Elite ownership — 91% AUM from top-100 funds: 40 of 428 holders are among the 100 largest funds by AUM, controlling 91% of total institutional value in OBDC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held OBDC?

50% of holders stayed for 2+ years: 215 out of 433 hedge funds have held OBDC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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