We are live on ! Find out more
BX icon

Blackstone

638 hedge funds and large institutions have $13.9B invested in Blackstone in 2019 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 197 increasing their positions, 215 reducing their positions, and 162 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more funds holding in top 10

Funds holding in top 10: 2940 (+11)

27% more capital invested

Capital invested by funds: $10.9B → $13.9B (+$2.98B)

0.14% more ownership

Funds ownership: 47.21%47.35% (+0.14%)

2% less call options, than puts

Call options by funds: $650M | Put options by funds: $664M

8% less repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 215

13% less funds holding

Funds holding: 731638 (-93)

50% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 162

Holders
638
Holders Change
-93
Holders Change %
-12.72%
% of All Funds
13.86%
Holding in Top 10
40
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+37.93%
% of All Funds
0.87%
New
81
Increased
197
Reduced
215
Closed
162
Calls
$650M
Puts
$664M
Net Calls
-$14.7M
Net Calls Change
-$117M
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
226
Advisory Services Network
Georgia
$1.97M -$784K -19,660 -31%
Rockefeller Capital Management
227
Rockefeller Capital Management
New York
$1.95M +$181K +4,527 +12%
TAM
228
Tiverton Asset Management
Delaware
$1.93M -$160K -4,001 -8%
CG
229
Colony Group
Massachusetts
$1.93M +$126K +3,162 +8%
GSWM
230
Golden State Wealth Management
California
$1.92M +$266K +6,674 +18%
SHA
231
Seneca House Advisors
Virginia
$1.88M +$26.3K +659 +2%
MWNA
232
Marshall Wace North America
New York
$1.87M -$8.75M -219,468 -84%
VFA
233
Voya Financial Advisors
Connecticut
$1.87M -$47.2K -1,183 -3%
GIM
234
Guild Investment Management
California
$1.86M +$1.67M +41,990 New
CAN
235
Cetera Advisor Networks
California
$1.85M -$238K -5,979 -13%
MHC
236
Meyer Handelman Company
New York
$1.8M +$199K +5,000 +14%
GRP
237
Global Retirement Partners
California
$1.78M +$1.22M +30,480 +319%
CCM
238
Cutler Capital Management
Massachusetts
$1.75M +$95.7K +2,400 +6%
GC
239
Gruss & Co
Florida
$1.71M -$49.9K -1,250 -3%
Carson Wealth (CWM LLC)
240
Carson Wealth (CWM LLC)
Nebraska
$1.71M
KPW
241
Kore Private Wealth
New York
$1.69M +$731K +18,330 +94%
PFPT
242
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.67M
Simplex Trading
243
Simplex Trading
Illinois
$1.64M +$928K +23,262 +171%
CF
244
Centaurus Financial
California
$1.63M +$1.42M +35,650 +3,444%
CTA
245
Chesley Taft & Associates
Illinois
$1.63M
MCM
246
McKinley Capital Management
Alaska
$1.62M -$2.04M -51,145 -58%
EVM
247
Eaton Vance Management
Massachusetts
$1.6M -$57.8K -1,450 -4%
RSS
248
Rosenblum Silverman Sutton
California
$1.55M -$80.4K -2,017 -5%
SCP
249
Stamos Capital Partners
California
$1.54M -$1.38M -34,597 -51%
P
250
&Partners
Tennessee
$1.53M -$111K -2,778 -7%

BX Hedge Fund Activity: Q2 2019 in Review

638 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Blackstone (BX) for Q2 2019, worth a combined $13.9B — up 27% from $10.9B a quarter earlier.

Sellers outnumbered buyers: 162 funds closed out of BX and 81 opened new positions — a net loss of 81 holders — while 215 trimmed existing stakes and 197 added.

The largest buyer was Capital International Investors, opening a new position worth an estimated $472M. The largest seller was Bank of Montreal, cutting an estimated $367M.

  • 638 institutional investors held Blackstone (BX) as of Q2 2019, down from 731 in Q1 2019.
  • Funds reported $13.9B of Blackstone stock for Q2 2019, up 27% quarter-over-quarter.
  • 81 funds opened new Blackstone positions in Q2 2019 and 162 closed out, a net change of -81 holders.
  • The largest Blackstone buyer in Q2 2019 was Capital International Investors, an estimated $472M added.
  • The largest Blackstone seller in Q2 2019 was Bank of Montreal, an estimated $367M sold.

Based on aggregated 13F filings for Q2 2019.