The cluster is small and mixed, with net selling from larger holders. Monitor next quarter's 13F for follow-through by Concurrent Investment Advisors and TD Waterhouse Canada; their exits may signal a broader rotation out of asset managers despite Blue Owl's solid earnings.
Executive Summary
A mixed institutional cluster for Blue Owl Capital shows three small asset managers adding positions totaling $841K, while three larger sellers trimmed $1.9M, including a near-exit by TD Waterhouse Canada. The cluster is dominated by passive/asset-manager funds with no insider buying corroboration, and the net selling outweighs buying, though the moves are small relative to the company's $15.1B market cap.
Key Financial Metrics
Institutional Positions
Net institutional flow: -$1.1M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Farther Finance Advisors | ADD | +98.8% | $1.3M | $653.0K |
| Nisa Investment Advisors | DOUBLED | +243.6% | $255.0K | $183.0K |
▼ Sellers (3)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Concurrent Investment Advisors | TRIM | -49% | $3.3M | -$1.5M |
| Td Waterhouse Canada | NEAR_EXIT | -99.1% | $188.0K | -$186.0K |
Key Facts
- 3 buyers added $841K in new holdings; 3 sellers reduced holdings by $1.9M.
- Largest seller: Concurrent Investment Advisors trimmed 49% of its position, selling $1.5M worth.
- TD Waterhouse Canada executed a near-exit, selling 99.1% of its shares.
- No open-market insider buying was detected in the window (confluence score 18/100).
- Filing follows Q3 2026 earnings released 1 day prior, which showed 14% YoY growth in Fee-Related Earnings and 12% AUM growth.
Financial Impact
Net institutional selling of approximately $1.1M across 6 funds, with total buying of $841K and total selling of $1.9M.
Risk Factors
- 13F data is 45+ days stale; positions may have already been unwound or reversed.
- No insider buying to corroborate the institutional signal; cluster is institutions-only.
- Selling by two larger asset managers outweighs buying from three smaller funds, creating a net negative signal.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-OWL-2026-Q3 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 30, 2026 2d ago | Institutional Cluster | $10.21 | awaiting T+1 | awaiting T+1 | No price |
Oct 30, 2026 2d ago | SC 13G/A | $10.42 | awaiting T+1 | awaiting T+1 | No price |
Oct 29, 2026 3d ago | 8-K | No price | awaiting T+1 | awaiting T+1 | No price |
Oct 29, 2026 3d ago | Press Release | $10.41 $10.33 | ▼ −0.77% | ▲ +1.00% | No price |
Oct 15, 2026 17d ago | 8-K | $8.85 $8.96 | ▲ +1.24% | ▲ +0.82% | No price |
Jul 30, 2026 13w ago | 8-K | $10.16 $10.30 | ▲ +1.38% | ▲ +0.67% | No price |
Jul 8, 2026 16w ago | Press Release | $9.24 $9.30 | ▲ +0.65% | ▼ −0.20% | No price |
Apr 17, 2026 28w ago | DEFA14A | $9.89 $9.87 | ▼ −0.20% | ▲ +0.45% | No price |
US Market Status
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