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Blackstone Inc

Blackstone Inc Portfolio holdings

AUM $25.6B
1-Year Est. Return 26.83%
This Fund
S&P 500
This Quarter Est. Return
+5.06%
1 Year Est. Return
+26.83%
3 Year Est. Return
+95.99%
5 Year Est. Return
+157.13%
10 Year Est. Return
+585.68%
AUM
$11.3B
AUM Growth
-$1.81B
Cap. Flow
-$3.04B
Cap. Flow %
-26.98%
Top 10 Hldgs %
91.01%
Holding
50
New
7
Increased
1
Reduced
11
Closed
9

Sector Composition

Rank Sector Weight
1 Real Estate 47.67%
2 Consumer Discretionary 23.49%
3 Financials 7.13%
4 Energy 6.45%
5 Industrials 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PACB icon
26
Pacific Biosciences
PACB
$435M
$8.59M 0.08%
2,411,556
SIOX
27
DELISTED
Sio Gene Therapies Inc. Common Stock
SIOX
$8.2M 0.07%
44,209
TGS icon
28
Transportadora de Gas del Sur
TGS
$4.48B
$5.26M 0.05%
+328,733
New +$4.96M
GOGO icon
29
Gogo Inc
GOGO
$525M
$4.32M 0.04%
+375,000
New +$4.56M
CCO icon
30
Clear Channel Outdoor Holdings
CCO
$1.22B
$4.23M 0.04%
873,000
-1,408,395
-62% -$6.62M
SD icon
31
SandRidge Energy
SD
$503M
$2.98M 0.03%
172,996
NH
32
DELISTED
NantHealth, Inc
NH
$2.52M 0.02%
39,802
STAY
33
DELISTED
Extended Stay America, Inc. Paired Share Unit
STAY
$2.05M 0.02%
105,716
-19,815,000
-99% -$356M
JONE
34
DELISTED
Jones Energy, Inc.
JONE
$1.38M 0.01%
43,152
CLVS
35
DELISTED
Clovis Oncology, Inc.
CLVS
$307K ﹤0.01%
+3,278
New +$201K
COOP
36
DELISTED
Mr. Cooper
COOP
$86K ﹤0.01%
5,741
KODK.WS
37
DELISTED
Eastman Kodak Company
KODK.WS
$52K ﹤0.01%
115,410
OPCH icon
38
Option Care Health
OPCH
$3.58B
$46K ﹤0.01%
4,201
KODK.WS.A
39
DELISTED
Eastman Kodak Company
KODK.WS.A
$36K ﹤0.01%
115,410
EMN icon
40
Eastman Chemical
EMN
$7.69B
-8,875,211
Closed -$102M
PFGC icon
41
Performance Food Group
PFGC
$18.3B
-14,026,205
Closed -$334M
PGRE
42
DELISTED
Paramount Group
PGRE
-55,000
Closed -$892K
SENS icon
43
Senseonics Holdings Inc
SENS
$254M
-17,147
Closed -$614K
UPBD icon
44
Upbound Group
UPBD
$1.22B
-1,190,577
Closed -$10.6M
PRKS icon
45
United Parks & Resorts
PRKS
$2.19B
-19,502,063
Closed -$356M
I
46
DELISTED
INTELSAT S. A.
I
-454,354
Closed -$1.89M
NYRT
47
DELISTED
New York REIT, Inc.
NYRT
-230,850
Closed -$22.4M
HRG
48
DELISTED
HRG Group, Inc.
HRG
-1,250,346
Closed -$24.2M

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Blackstone Inc's Q2 2017 Portfolio in Review

As of Q2 2017, Blackstone Inc held 50 positions worth $11.3B, down 14% from $13.1B the previous quarter. Its ten largest holdings account for 91% of the portfolio.

Blackstone Inc withdrew a net $3.04B in Q2 2017, closing 9 positions and reducing 11 holdings. Its most notable exit was United Parks & Resorts, an estimated $356M position sold in full.

By sector, the portfolio is most concentrated in Real Estate at 48% of assets, up from 44% a quarter earlier, followed by Consumer Discretionary and Financials.

Against the trend, Blackstone Inc opened a new position in Warrior Met Coal worth $101M.

  • Blackstone Inc's largest Q2 2017 buy was Warrior Met Coal: 5,921,272 shares worth $101M.
  • Blackstone Inc added most to Blackstone Mortgage Trust in Q2 2017, an estimated $790K increase.
  • Blackstone Inc's biggest Q2 2017 reduction was Hilton Worldwide, cutting an estimated $1.03B.
  • Blackstone Inc fully exited United Parks & Resorts in Q2 2017, selling an estimated $356M.
  • Blackstone Inc's ten largest holdings make up 91% of its $11.3B portfolio in Q2 2017.
  • Blackstone Inc opened 7 new positions and closed 9 in Q2 2017.
  • Blackstone Inc's portfolio value fell 14% quarter-over-quarter to $11.3B.

Based on Blackstone Inc's 13F filing for Q2 2017, filed 14 Aug 2017.