SEC Form SC 13G filed by Blue Owl Capital Inc.

$OWL
Investment Managers
Finance
Get the next $OWL alert in real time by email
SC 13G 1 doc1.htm Schedule 13G


 
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
 
SCHEDULE 13G
 
 
Under the Securities Exchange Act of 1934
(Amendment No. N/A)*
 
BLUE OWL CAPITAL INC. 

(Name of Issuer)
 
Common Stock

(Title of Class of Securities)
 
09581B103

(CUSIP Number)
 
December 31, 2023

(Date of Event Which Requires Filing of this Statement)
 
Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
 
     ⌧ Rule 13d-1(b)
 
     □ Rule 13d-1(c)
 
     □ Rule 13d-1(d)
 
* The remainder of this cover page shall be filled out for a reporting person’s initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page.
 
The information required in the remainder of this cover page shall not be deemed to be “filed” for the purpose of Section 18 of the Securities Exchange Act of 1934 (“Act”) or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes).
 


 
 

 
 
CUSIP No.  09581B103            
 
      
1   NAMES OF REPORTING PERSONS
I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY)
 MANAGED ACCOUNT ADVISORS LLC
000000000
   
2   CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (SEE INSTRUCTIONS)

  (a)   □
  (b)   ⌧
   
3 SEC USE ONLY
  
  
   
4 CITIZENSHIP OR PLACE OF ORGANIZATION
  
 Delaware
    
NUMBER OF SHARES BENEFICIALLY  OWNED BY EACH REPORTING PERSON WITH:  5   SOLE VOTING POWER
  
 0
   
6 SHARED VOTING POWER
  
 0
   
7 SOLE DISPOSITIVE POWER
  
 30,120,545
   
8 SHARED DISPOSITIVE POWER
  
 0
   
9   AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
  
 30,120,545
   
10   CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES (SEE INSTRUCTIONS)
  
 
   
11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9)
  
 6.6 %
   
12 TYPE OF REPORTING PERSON (SEE INSTRUCTIONS)
  
 IA
 
FOOTNOTES
  
 
 
 

 
 
Item 1.

 
(a)
Name of Issuer
 
 
BLUE OWL CAPITAL INC.

 
(b)
Address of Issuer’s Principal Executive Offices
 
 
399 PARK AVENUE
37TH FLOOR
NEW YORK, NY 10022

Item 2.

 
(a)
Name of Person Filing
 
 
MANAGED ACCOUNT ADVISORS LLC

 
(b)
Address of Principal Business Office or, if none, Residence
 
 
101 HUDSON STREET
9TH FLOOR
JERSEY CITY, NJ 07302

 
(c)
Citizenship
 
 
Delaware

 
(d)
Title of Class of Securities
 
 
Common Stock

 
(e)
CUSIP Number
 
 
09581B103

 
Item 3.
If this statement is filed pursuant to §§240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:

 
(a)
Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o).

 
(b)
Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c).

 
(c)
Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c).

 
(d)
Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C 80a-8).

 
(e)
An investment adviser in accordance with §240.13d-1(b)(1)(ii)(E);

 
(f)
An employee benefit plan or endowment fund in accordance with §240.13d-1(b)(1)(ii)(F);

 
(g)
A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);

 
(h)
A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);

 
(i)
A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);

 
(j)
A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J).

 
(k)
A group, in accordance with § 240.13d-1(b)(1)(ii)(K). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:

 
 
 

 
 
Item 4.
Ownership.
 
Provide the following information regarding the aggregate number and percentage of the class of securities of the issuer identified in Item 1.

 
(a)
Amount beneficially owned: 30,120,545

 
(b)
Percent of class: 6.6 %

 
(c)
Number of shares as to which the person has:

 
(i)
Sole power to vote or to direct the vote: 0

 
(ii)
Shared power to vote or to direct the vote: 0

 
(iii)
Sole power to dispose or to direct the disposition of: 30,120,545

 
(iv)
Shared power to dispose or to direct the disposition of: 0

Item 5.
Ownership of Five Percent or Less of a Class
 
If this statement is being filed to report the fact that as of the date hereof the reporting person has ceased to be the beneficial owner of more than five percent of the class of securities, check the following □.
 
Not Applicable
 
Item 6.
Ownership of More than Five Percent on Behalf of Another Person.
 
Not Applicable
 
Item 7.
Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on By the Parent Holding Company
 
Not Applicable
 
Item 8.
Identification and Classification of Members of the Group
 
Not Applicable
 
Item 9.
Notice of Dissolution of Group
 
Not Applicable
 
 
 

 
 
 
Item 10.
Certification
  
By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under §240.14a-11.
 
 

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.
 
 
 MANAGED ACCOUNT ADVISORS LLC 
    
Date: February 7, 2024
By:
/s/  Carlos A. Torres  
    Carlos A. Torres  
    Title:  Carlos A. Torres, Authorized Signatory  
    
 
Footnotes:
Attention:
Intentional misstatements or omissions of fact constitute Federal criminal violations (See 18 U.S.C. 1001)
 
 

Get the next $OWL alert in real time by email

Chat with this insight

Save time and jump to the most important pieces.

Recent Analyst Ratings for
$OWL

DatePrice TargetRatingAnalyst
2/24/2025$29.00Overweight
Barclays
1/23/2025$30.00Buy
Citigroup
1/16/2025$28.00Hold → Buy
TD Cowen
1/6/2025$25.00 → $24.75Buy → Neutral
Goldman
9/12/2024$18.50Equal Weight
Wells Fargo
8/2/2024$21.00Perform → Outperform
Oppenheimer
7/8/2024$21.50 → $19.00Buy → Hold
TD Cowen
6/10/2024$21.00Buy
Deutsche Bank
More analyst ratings

$OWL
Press Releases

Fastest customizable press release news feed in the world

See more
  • Wingspire Equipment Finance to Relocate Headquarters to New Office at Flight at Tustin Legacy, Doubling Current Space

    Wingspire Equipment Finance announces that it will relocate its corporate headquarters to a new Flight at Tustin Legacy office in October 2025. The new space will span over 15,000 square feet, doubling the size of its current HQ to support the company's extended growth and expansion plans. The relocation comes as the company continues to experience strong demand across all business channels. With plans to significantly grow its team member count in the coming year, the newly built office will provide the space, flexibility, and infrastructure needed to support hiring in sales, credit, and operations. Located in the heart of Orange County, Flight at Tustin Legacy is one of Southern Califor

    $OWL
    Investment Managers
    Finance
  • Blue Owl Technology Finance Corp. Completes Merger with Blue Owl Technology Finance Corp. II

    Creates the largest software-focused BDC by total assets NEW YORK, March 24, 2025 /PRNewswire/ -- Blue Owl Technology Finance Corp. ("OTF") today announced the closing of its merger with Blue Owl Technology Finance Corp. II ("OTF II"), with OTF as the surviving company. This merger establishes OTF as the largest software-focused BDC by total assets with over $12 billion of total assets at fair value and investments in 180 portfolio companies, on a pro forma combined basis as of December 31, 2024. Craig W. Packer, Chief Executive Officer of OTF said, "This merger creates the largest software lending BDC and represents a significant step in the evolution of the Blue Owl Credit platform. We wo

    $OWL
    Investment Managers
    Finance
  • Blue Owl Capital Hires Robert Campkin as Part of European Net Lease Strategy

    Robert brings nearly 30 years of commercial real estate experience along with deep corporate relationships across EMEA, Asia and North America.NEW YORK, March 24, 2025 /PRNewswire/ -- Blue Owl Capital Inc. ("Blue Owl") (NYSE:OWL), a leading alternative asset manager, announced today the hiring of Robert Campkin as part of the Company's European Net Lease Strategy. Robert will join as a Managing Director based in London. Prior to joining Blue Owl, Robert spent six years at Colliers as Head of Corporate Capital Solutions EMEA. In this role, he successfully built a cross border international team of experts based in the UK, Germany and Netherlands. During his tenure, Robert specialized in advi

    $OWL
    Investment Managers
    Finance

$OWL
Analyst Ratings

Analyst ratings in real time. Analyst ratings have a very high impact on the underlying stock. See them live in this feed.

See more

$OWL
Insider Trading

Insider transactions reveal critical sentiment about the company from key stakeholders. See them live in this feed.

See more

$OWL
SEC Filings

See more

$OWL
Leadership Updates

Live Leadership Updates

See more
  • Blue Owl Capital Hires Algebris Investments' Yoichi Nakamura to Lead Private Wealth in Japan

    Yoichi brings over two decades of experience covering securities companies and scaling the wealth businesses for global asset managers within the Japanese market NEW YORK and TOKYO, Jan. 6, 2025 /PRNewswire/ -- Blue Owl Capital Inc. ("Blue Owl") (NYSE:OWL), a leading alternative asset manager, announced today the hiring of Yoichi Nakamura as a Managing Director and Head of Japan Private Wealth. Yoichi will be based in Blue Owl's Tokyo office, reporting to Johann Santer, Managing Director and Head of APAC Private Wealth. The appointment of Yoichi adds a veteran senior leader with deep relationships across Japanese securities companies and brings an executive with a track-record of scaling th

    $OWL
    Investment Managers
    Finance
  • Blue Owl Capital and Upstart Partner on Consumer Credit in $2 Billion Agreement

    Upstart (NASDAQ:UPST), the leading artificial intelligence (AI) lending marketplace, today announced a programmatic purchase commitment from funds managed by Blue Owl Capital Inc. ("Blue Owl"). Blue Owl's Alternative Credit strategy will purchase up to $2 billion of consumer loans on the Upstart platform over 18 months. The transaction includes an initial acquisition of a $290 million personal loan portfolio, which closed in September. "We are excited to support Upstart's efforts to make the consumer lending process dramatically more efficient for both borrowers and lenders," said David Aidi, Co-Head of Financial Assets, Blue Owl Alternative Credit. "We are also proud to leverage the Blue

    $OWL
    $UPST
    Investment Managers
    Finance
    Finance: Consumer Services
  • Blue Owl Capital Significantly Expands Alternative Credit and Asset-Based Finance Capabilities with Acquisition of Atalaya Capital Management's Business

    Established alternative credit management business with an 18-year track record will add over $10 billion in assets under management.NEW YORK, July 16, 2024 /PRNewswire/ -- Blue Owl Capital Inc. ("Blue Owl") (NYSE:OWL), a leading alternative asset manager, announced today it has entered into a definitive agreement to acquire the business of alternative credit manager Atalaya Capital Management LP ("Atalaya") for $450 million. The acquisition is expected to close in the second half of 2024, subject to customary closing conditions, and is expected to be modestly accretive to Blue Owl in 2025. Atalaya focuses primarily on asset-based credit investments across consumer and commercial finance, c

    $OWL
    Investment Managers
    Finance

$OWL
Financials

Live finance-specific insights

See more
  • Blue Owl Capital Corporation Reports Full Year Results and Fourth Quarter Net Investment Income Per Share of $0.47 and Net Asset Value Per Share of $15.26

    NEW YORK, Feb. 19, 2025 /PRNewswire/ -- Blue Owl Capital Corporation (NYSE: OBDC, or the "Company") today announced financial results for its full year and fourth quarter ended December 31, 2024. FOURTH QUARTER 2024 HIGHLIGHTS Fourth quarter net investment income ("NII") per share of $0.47, in-line with the prior quarter and exceeding the regular dividend by 27%Based on OBDC's supplemental dividend framework, the Board of Directors (the "Board") declared a fourth quarter supplemental dividend of $0.05 per shareTotal dividends for the fourth quarter were $0.42 per share, representing an annualized dividend yield of 11.0% based on fourth quarter net asset value ("NAV") per shareNAV per share

    $OBDC
    $OWL
    Diversified Financial Services
    Finance
    Investment Managers
  • Blue Owl Capital Inc. Fourth Quarter 2024 Results

    NEW YORK, Feb. 6, 2025 /PRNewswire/ -- Blue Owl Capital Inc. (NYSE:OWL) ("Blue Owl") today reported its financial results for the fourth quarter ended December 31, 2024. "2024 was a year of new highs for Blue Owl – we reported record fundraising and deployment, ending the year above $250 billion dollars of AUM. These achievements reflect the ongoing diversification of our business, which stem from product innovation and strategic M&A, positioning Blue Owl for continued success in an evolving alternatives market," said Doug Ostrover and Marc Lipschultz, Co-CEOs of Blue Owl. "Our business continues to expand in scale and solutions, allowing us to enhance our partnerships with counterparties.

    $OWL
    Investment Managers
    Finance
  • Blue Owl Capital Corporation Schedules Earnings Release and Quarterly Earnings Call to Discuss its Fourth Quarter and Fiscal Year Ended December 31, 2024 Financial Results

    NEW YORK, Jan. 22, 2025 /PRNewswire/ -- Blue Owl Capital Corporation (NYSE: OBDC) ("OBDC") today announced it will release its financial results for the fourth quarter and fiscal year ended December 31, 2024 on Wednesday, February 19, 2025 after market close. OBDC invites all interested persons to its webcast / conference call on Thursday, February 20, 2025 at 10:00 a.m. Eastern Time to discuss its fourth quarter and fiscal year ended December 31, 2024 financial results. Conference Call Information: The conference call will be broadcast live at 10:00 a.m. Eastern Time on the Events section of OBDC's website at www.blueowlcapitalcorporation.com. Please visit the website to test your connecti

    $OBDC
    $OWL
    Diversified Financial Services
    Finance
    Investment Managers

$OWL
Large Ownership Changes

This live feed shows all institutional transactions in real time.

See more