Question 1

Which hedge funds and institutional investors hold OBDC?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for OBDC shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for OBDC whale holdings?

Accepted Answer

Conviction level reflects how significant OBDC is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to OBDC, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for OBDC?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about OBDC?

Accepted Answer

QoQ changes for OBDC show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
Fidelity (FMR)	11.8M	$131.0M	0.0%	$1898.4B
Soros Fund	2.5M	$27.1M	0.3%	$9.1B
Franklin Templeton	1.9M	$20.7M	0.0%	$408.3B
Citadel	1.7M	$18.3M	0.0%	$618.5B
Two Sigma	1.4M	$15.8M	0.0%	$123.9B
DE Shaw	907.5K	$10.0M	0.0%	$166.3B
State Street	621.7K	$7.1M	0.0%	$2896.4B
Balyasny	543.2K	$6.0M	0.0%	$77.1B
Citadel	314.8K	$3.5M	0.0%	$618.5B
Caxton	275.3K	$3.0M	0.1%	$4.4B
Cerberus	210.0K	$2.3M	0.1%	$2.6B
Tudor	200.5K	$2.2M	0.0%	$53.9B
Point72	129.1K	$1.4M	0.0%	$78.1B
GMO	108.9K	$1.2M	0.0%	$39.1B
Northern Trust	104.0K	$1.2M	0.0%	$756.6B
Tudor	94.8K	$1.0M	0.0%	$53.9B
Tudor	35.0K	$387K	0.0%	$53.9B
AQR Capital	34.3K	$379K	0.0%	$218.4B
Brevan Howard	21.3K	$235K	0.0%	$11.3B
ExodusPoint	15.8K	$175K	0.0%	$12.4B
LSV	2.7M	$30K	0.1%	$46.4M
BlackRock	1.1K	$13K	—	$5723.5B

OBDC

Who Holds OBDC

Changes This Quarter