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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
NCM
251
Newgate Capital Management
Connecticut
$318K -$74.1K -3,330 -20%
PSUF
252
People's United Financial
Connecticut
$314K +$120K +5,380 +72%
CI
253
Conning Inc
Connecticut
$308K +$281K +12,625 New
PMG
254
ProVise Management Group
Florida
$304K +$277K +12,432 New
CAN
255
Cetera Advisor Networks
California
$296K +$22.7K +1,019 +9%
TC
256
TFS Capital
Pennsylvania
$294K -$1.47M -66,051 -85%
CP
257
Camelot Portfolios
Ohio
$291K -$2.27K -102 -0.8%
JWBC
258
J.W. Burns & Co
New York
$291K +$9.06K +407 +4%
CWM
259
Concert Wealth Management
California
$290K +$45.4K +2,042 +21%
DWT
260
Dorsey & Whitney Trust
South Dakota
$283K
SIIU
261
Scotia Institutional Investments US
Pennsylvania
$283K +$202K +9,063 +359%
WA
262
WBH Advisory
Maryland
$282K -$8.48K -381 -3%
Mackenzie Financial
263
Mackenzie Financial
Ontario, Canada
$279K -$82.8K -3,719 -25%
WHI
264
William Harris Investors
Illinois
$277K
WSFS
265
Wilmington Savings Fund Society
Delaware
$274K
VKH
266
Virtu KCG Holdings
New York
$261K +$238K +10,683 New
BIM
267
Baldwin Investment Management
Pennsylvania
$258K
CNB
268
City National Bank
California
$255K
KJHP
269
K.J. Harrison & Partners
Ontario, Canada
$249K
NSAM
270
North Star Asset Management
Wisconsin
$249K
KT
271
Kanaly Trust
Texas
$248K
NPC
272
National Planning Corporation
California
$245K +$227K +10,183 New
DD
273
Dominick & Dominick
New York
$243K +$221K +9,945 New
LBC
274
Lowe Brockenbrough & Co
Virginia
$238K +$217K +9,764 New
FANJ
275
Financial Architects (New Jersey)
New Jersey
$237K -$11.3K -509 -5%

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.