U.S. Alternative Investment Stocks Surge 5%, Adding $600 Billion in Market Cap in One Day

Blue Owl Capital Inc. (NYSE: OWL) shares closed at $10.21 on the New York Stock Exchange on the 4th, up 5.37% from the previous session—equivalent to roughly ₩15,000. Trading volume reached about 23.97 million shares, well above its norm, and market capitalization rose by approximately $390 million to $6.89 billion (around ₩10.6 trillion) in a single day.

The day before, AI-based travel and expense management platform Perk announced a $300 million private credit facility, highlighting Blue Owl’s deal-sourcing capabilities as it served as one of the lead credit providers. At the same time, recent regulatory filings reveal that executives and insiders plan to sell shares linked to the 2021 business combination and related stock compensation, introducing a potential short-term supply-demand factor.

Blue Owl Capital is a U.S. alternative-asset manager—covering private lending, GP stake investments and real estate—listed on the NYSE. Its affiliate funds collectively manage over $300 billion in assets. Earlier this year, the firm effectively suspended redemptions in a major retail private-credit fund, sparking debate about liquidity risks in the private-credit market. As interest-rate and regulatory environments evolve, Blue Owl is increasingly viewed as a key stress indicator in the sector.