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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
HIC
251
Holderness Investments Company
North Carolina
$1.52M +$17.9K +450 +1%
OGC
252
Oak Grove Capital
New Hampshire
$1.51M -$853K -21,400 -39%
ACP
253
Ashfield Capital Partners
California
$1.49M -$1.33M -33,331 Closed
PGFC
254
Peapack-Gladstone Financial Corp
New Jersey
$1.48M -$85.7K -2,149 -6%
WIA
255
Wealthstreet Investment Advisors
Texas
$1.46M -$29.9K -750 -2%
S
256
Surevest
California
$1.45M +$420K +10,531 +47%
BAM
257
Berkshire Asset Management
Pennsylvania
$1.43M
GPGA
258
Grandeur Peak Global Advisors
Utah
$1.43M +$1.28M +32,075 New
WS
259
Wedbush Securities
California
$1.4M +$251K +6,293 +25%
UR
260
USCA RIA
Texas
$1.39M -$150K -3,750 -11%
SIAP
261
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.38M -$82.6K -2,070 -6%
Fifth Third Bancorp
262
Fifth Third Bancorp
Ohio
$1.37M +$134K +3,368 +12%
RCM
263
Requisite Capital Management
Texas
$1.37M +$231K +5,800 +23%
SCM
264
Suvretta Capital Management
New York
$1.36M +$463K +11,600 +61%
CC
265
Claybrook Capital
Massachusetts
$1.33M
GW
266
GW & Wade
Massachusetts
$1.33M +$150K +3,751 +14%
AA
267
ALPS Advisors
Colorado
$1.32M -$9.46M -237,200 -89%
Baird Financial Group
268
Baird Financial Group
Wisconsin
$1.31M +$1.18M +29,504 New
SOAMC
269
Spirit of America Management Corp
New York
$1.3M
LCS
270
Levin Capital Strategies
New York
$1.27M
BAM
271
Barrett Asset Management
New York
$1.27M
SEI Investments
272
SEI Investments
Pennsylvania
$1.24M +$141K +3,527 +14%
XS
273
XR Securities
Illinois
$1.22M +$1.1M +27,536 New
RG
274
Rathbones Group
United Kingdom
$1.22M -$264K -6,624 -19%
AFM
275
Abbot Financial Management
Massachusetts
$1.22M

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.