Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Blue Owl Capital Corporation (OBDC)

457 + 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
↓ -4
Streak
1Q ▼
Buyers last Q
51%

Smart Money Signals — OBDC

Based on 459 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
459 hedge funds hold OBDC right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +6% more funds vs a year ago

fund count last 6Q
+24 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

240 buying232 selling
Last quarter: 240 funds bought or added vs 232 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-14 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 51 → 70 → 89 → 75. 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.
🔒

49% of holders stayed for 2+ years

■ 49% conviction (2yr+) ■ 25% medium ■ 26% new
224 out of 459 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.
💎

Buying through price weakness — shares +5%, value -13%

Value
-12%
Shares
+5%
Last quarter: funds added +5% more shares while total portfolio value only changed -13%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

85 → 51 → 70 → 89 → 75 new funds/Q
New funds entering each quarter: 51 → 70 → 89 → 75. A growing number of institutions are discovering OBDC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 54% veterans vs 33% newcomers

■ 54% veterans ■ 13% 1-2yr ■ 33% new
Entry-cohort mix of 471 holders: 253 (54%) are 2+ year veterans, 62 entered 1–2 years ago, and 156 (33%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 29% AUM from major funds

29% from top-100 AUM funds
34 of 454 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 Q1, 240 hedge funds were net buyers of OBDC (75 opened a new position, 165 added to an existing one), while 232 reduced or exited (153 trimmed, 79 sold completely) — a 51% buyer ratio, indicating a slight buying edge. 29% of total institutional value in OBDC is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -4 funds (more exits than new entries). Total institutional holders: 459.

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.

Is It Too Late to Buy Blue Owl Capital Corporation (OBDC) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much OBDC has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 82d ago
OBDC
-1.7%
XLF
+8.5%

OBDC outperformed XLF by -10.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
OBDC
-3.0%
XLF
+4.8%

Since the filing became public, OBDC outperformed XLF by -7.8% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

17 top-rated funds 8 high-conviction
Consensus
5.5
/ 10
breadth
×
Elite
3.6
/ 10
conviction
Hedge Fund Positioning: OBDC
457 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 457 463 -1.3%
13F Shares 268M 255M 5.21%
Total Value $2.76B $3.16B -12.71%
New Positions 74 89 -15
Increased Positions 161 152 +9
Closed Positions 80 79 +1
Reduced Positions 149 148 +1
Total Calls 8 6 33.33%
Total Puts 9 5 80.0%
PUT/CALL Ratio 1.12 0.83 Neutral

Statistics: OBDC

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Valuation Measures Data as of: --

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

457 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 State of New Jersey Common Pension Fund A 74.74% 15,263,873 $168.8M
2 Robert Wood Johnson Foundation 37.38% 4,218,864 $46.7M
3 Hamilton Lane Advisors LLC 26.92% 3,406,230 $37.7M
4 Lalia Capital, LLC 21.89% 3,132,070 $34.6M
5 Brown University 16.56% 1,524,863 $16.9M
6 Caz Investments LP 14.53% 1,124,305 $12.4M
7 Muzinich & Co., Inc. 9.55% 2,468,547 $27.3M
8 Prota Financial, LLC 7.72% 862,310 $10.7M
9 Melia Wealth LLC 6.50% 1,213,481 $13.4M
10 Panoramic Investment Advisors, LLC 6.50% 1,213,584 $13.4M
11 Blue Owl Capital Holdings LP 6.08% 2,045,070 $22.6M
12 Incline Global Management LLC 5.70% 1,589,266 $14.5M
13 Next Capital Management LLC 4.78% 1,418,819 $15.8M
14 Trinity Financial Advisors LLC 3.43% 1,055,225 $12.1M
15 Epiq Partners, LLC 3.41% 660,861 $7.3M
16 Enstar Group LTD 3.06% 601,787 $6.7M
17 TT Capital Management LLC 2.98% 326,772 $3.6M
18 Liberty Mutual Group Asset Management Inc. 2.36% 2,669,872 $29.5M
19 Oregon Public Employees Retirement Fund 2.19% 14,968,973 $165.6M
20 Ares Management LLC 2.08% 2,847,757 $31.5M
21 Sound Income Strategies, LLC 2.07% 3,976,748 $42.8M
22 GP Brinson Investments LLC 2.03% 404,249 $4.5M
23 Bayshore Capital Advisors, LLC 1.82% 390,000 $4.3M
24 Prairiewood Capital, LLC 1.77% 552,301 $6.1M
25 Wealth Preservation Advisors, LLC 1.70% 184,581 $2.0M
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 — 1 quarter in a row: For 1 consecutive quarter, 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?

Slight buying edge — 51% buying: Last quarter: 240 funds bought or added vs 232 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for OBDC holders?

Strong quality — 29% AUM from major funds: 34 of 454 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held OBDC?

49% of holders stayed for 2+ years: 224 out of 459 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.

Is it too late to buy Blue Owl Capital Corporation (OBDC) following the 2026 Q1 hedge fund 13F filings?

As of today, OBDC has moved -3.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of -7.8%. Since the quarter end (March 31, 2026), OBDC has gained -1.7% vs +8.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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