Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Blue Owl Technology Fin Corp (OTF)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +36
Streak
4Q ▲
Buyers last Q
80%

Smart Money Signals — OTF

Based on 167 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added OTF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
167 hedge funds hold OTF 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.
🚀

Fast accumulation — +16600% more funds vs a year ago

fund count last 6Q
+166 new funds entered over the past year (+16600% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 80% buying

148 buying36 selling
Last quarter: 148 funds were net buyers (58 opened a brand new position + 90 added to an existing one). Only 36 were sellers (14 trimmed + 22 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 43 → 38 → 65 → 58. 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.
🔄

Mostly new holders — 80% entered in last year

■ 1% conviction (2yr+) ■ 19% medium ■ 80% new
Only 1 funds (1%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💎

Buying through price weakness — shares +106%, value +72%

Value
+71%
Shares
+105%
Last quarter: funds added +106% more shares while total portfolio value only changed +72%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
🚀

Acceleration phase — new buyers rushing in

0 → 43 → 38 → 65 → 58 new funds/Q
New funds entering each quarter: 43 → 38 → 65 → 58. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🌱

Early stage — 99% of holders entered in last year

■ 1% veterans ■ 0% 1-2yr ■ 99% new
Of 167 current holders: 165 (99%) entered in the past year, only 2 (1%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 7% AUM from top-100

7% from top-100 AUM funds
24 of 167 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
7.0
out of 10
High Exit Risk
Exit risk score 7.0/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

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 — OTF

In 2026 Q1, 148 hedge funds were net buyers of OTF (58 opened a new position, 90 added to an existing one), while 36 reduced or exited (14 trimmed, 22 sold completely) — a 80% buyer ratio, indicating clear institutional accumulation. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +36 funds (more new holders than closures). Total institutional holders: 167.

Hedge Fund Ownership: OTF

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

Market Analysis: OTF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: OTF

-- --

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

Is It Too Late to Buy Blue Owl Technology Fin Corp (OTF) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much OTF 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
OTF
-14.0%
XLF
+8.5%

OTF outperformed XLF by -22.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
OTF
-4.6%
XLF
+4.8%

Since the filing became public, OTF outperformed XLF by -9.4% .

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.

8 top-rated funds 7 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
4.4
/ 10
conviction
Hedge Fund Positioning: OTF
166 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 166 131 26.72%
13F Shares 163M 79M 105.52%
Total Value $1.97B $1.15B 71.65%
New Positions 57 65 -8
Increased Positions 90 50 +40
Closed Positions 22 10 +12
Reduced Positions 14 12 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: OTF

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

166 + investors

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

QUARTER:
Top 25 OTF 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 E 100.00% 6,270,099 $77.7M
2 Blue Pool Management Ltd. 100.00% 198,554 $2.5M
3 Orange County Employees Retirement System 73.46% 14,156,135 $175.4M
4 Caz Investments LP 44.65% 3,084,638 $38.2M
5 Cliffwater LLC 19.40% 5,908,955 $73.2M
6 Regents of the University of California 13.03% 29,809,969 $369.3M
7 Capricorn Investment Group LLC 11.61% 5,648,798 $69.8M
8 Requisite Capital Management, LLC 2.98% 1,250,178 $16.0M
9 North Ground Capital 2.82% 188,674 $2.3M
10 Closed-End Fund Advisors, Inc. 2.14% 169,456 $2.1M
11 Bayshore Capital Advisors, LLC 2.11% 403,783 $5.0M
12 GCM Grosvenor Holdings, LLC 1.94% 1,411,067 $17.5M
13 Bulldog Investors, LLP 1.88% 675,861 $8.4M
14 Mubadala Investment Co PJSC 1.76% 29,130,491 $360.9M
15 Rivernorth Capital Management, LLC 1.35% 2,176,269 $27.0M
16 Ares Management LLC 1.10% 1,345,755 $16.7M
17 Pettinga Financial Advisors LLC 0.80% 343,573 $4.3M
18 Pine Ridge Advisers LLC 0.78% 1,022,732 $12.7M
19 Qp Wealth Management, LLC 0.63% 29,868 $370K
20 TT Capital Management LLC 0.51% 49,600 $615K
21 Cresset Asset Management, LLC 0.45% 8,175,531 $104.6M
22 Adapt Wealth Advisors, LLC 0.45% 99,902 $1.2M
23 Arax Advisory Partners 0.42% 1,191,905 $14.8M
24 Pvg Asset Management Corp 0.40% 62,156 $670K
25 Forefront Analytics, LLC 0.33% 29,654 $367K
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 Technology Fin Corp (OTF)

What does the Smart Money Trend signal show for OTF?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added OTF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for OTF?

More buyers than sellers — 80% buying: Last quarter: 148 funds were net buyers (58 opened a brand new position + 90 added to an existing one). Only 36 were sellers (14 trimmed + 22 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for OTF holders?

Smaller funds dominant — 7% AUM from top-100: 24 of 167 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held OTF?

Mostly new holders — 80% entered in last year: Only 1 funds (1%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Blue Owl Technology Fin Corp (OTF) following the 2026 Q1 hedge fund 13F filings?

As of today, OTF has moved -4.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of -9.4%. Since the quarter end (March 31, 2026), OTF has gained -14.0% 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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