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Blackstone

333 hedge funds and large institutions have $7.82B invested in Blackstone in 2013 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 126 increasing their positions, 88 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 19

43% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 88

38% more call options, than puts

Call options by funds: $323M | Put options by funds: $234M

37% more funds holding in top 10

Funds holding in top 10: 1926 (+7)

29% more capital invested

Capital invested by funds: $6.08B → $7.82B (+$1.75B)

10% more funds holding

Funds holding: 302333 (+31)

4.07% more ownership

Funds ownership: 64.64%68.72% (+4.1%)

Holders
333
Holders Change
+31
Holders Change %
+10.26%
% of All Funds
10.8%
Holding in Top 10
26
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+36.84%
% of All Funds
0.84%
New
53
Increased
126
Reduced
88
Closed
19
Calls
$323M
Puts
$234M
Net Calls
+$88.9M
Net Calls Change
-$20M
Name Holding Trade Value Shares
Change
Change in
Stake
AHC
226
Adell Harriman & Carpenter
Texas
$485K +$442K +19,871 New
MAA
227
Mraz Amerine & Associates
California
$468K
Fifth Third Bancorp
228
Fifth Third Bancorp
Ohio
$468K +$256K +11,514 +151%
RGI
229
River Global Investors
United Kingdom
$464K
UR
230
USCA RIA
Texas
$463K +$13.6K +611 +3%
BAM
231
Berkshire Asset Management
Pennsylvania
$463K +$422K +18,953 New
Citadel Advisors
232
Citadel Advisors
Florida
$440K +$401K +18,006 New
PHS
233
Pekin Hardy Strauss
Illinois
$437K -$63.5K -2,854 -14%
ANRIA
234
American National Registered Investment Advisor
Texas
$426K
SCM
235
Southport Capital Management
Tennessee
$411K
Creative Planning
236
Creative Planning
Kansas
$394K +$111K +4,977 +45%
KIA
237
KCM Investment Advisors
California
$391K +$357K +16,024 New
V
238
Veritable
Delaware
$387K -$147K -6,619 -29%
CB
239
Chemical Bank
Michigan
$381K
BC
240
Bartlett & Co
Ohio
$373K
BRWA
241
B. Riley Wealth Advisors
Florida
$366K -$153K -6,893 -31%
MNBTD
242
Moody National Bank Trust Division
Texas
$358K
ICOA
243
Investment Centers of America
North Dakota
$358K +$15.2K +683 +5%
NES
244
New England Securities
New York
$351K +$9.08K +408 +3%
1IC
245
1919 Investment Counsel
Maryland
$348K +$27K +1,212 +9%
Comerica Bank
246
Comerica Bank
Texas
$335K -$32.3K -1,453 -10%
SCM
247
Shelton Capital Management
Colorado
$334K
JAM
248
Jupiter Asset Management
United Kingdom
$332K -$5.91M -265,493 -95%
FVCM
249
F&V Capital Management
Florida
$329K +$300K +13,502 New
JIP
250
Jaffetilchin Investment Partners
Florida
$320K +$291K +13,085 New

BX Hedge Fund Activity: Q3 2013 in Review

333 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Blackstone (BX) for Q3 2013, worth a combined $7.82B — up 29% from $6.08B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new BX positions and 19 closed out — a net gain of 34 holders — while 126 added to existing stakes and 88 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $318M. The largest seller was Credit Suisse, cutting an estimated $284M.

  • 333 institutional investors held Blackstone (BX) as of Q3 2013, up from 302 in Q2 2013.
  • Funds reported $7.82B of Blackstone stock for Q3 2013, up 29% quarter-over-quarter.
  • 53 funds opened new Blackstone positions in Q3 2013 and 19 closed out, a net change of +34 holders.
  • The largest Blackstone buyer in Q3 2013 was Morgan Stanley, an estimated $318M added.
  • The largest Blackstone seller in Q3 2013 was Credit Suisse, an estimated $284M sold.

Based on aggregated 13F filings for Q3 2013.