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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
PAI
276
Pittenger & Anderson Inc
Nebraska
$237K +$216K +9,686 New
PFS
277
Prospera Financial Services
Texas
$230K +$209K +9,400 New
CCM
278
Chickasaw Capital Management
Tennessee
$224K +$204K +9,171 New
WC
279
Whitney & Co
New York
$224K +$204K +9,171 New
GLRA
280
Gerald L. Ray & Associates
Texas
$220K +$201K +9,018 New
RFC
281
Regions Financial Corp
Alabama
$219K +$199K +8,957 New
BAM
282
Burnham Asset Management
New York
$212K +$193K +8,662 New
GGPS
283
Gary Goldberg Planning Services
New York
$207K +$114K +5,110 +152%
JIC
284
Joel Isaacson & Co
New York
$205K +$46.8K +2,101 +33%
SFSIG
285
San Francisco Sentry Investment Group
California
$200K
BA
286
Birinyi Associates
Connecticut
$199K +$181K +8,152 New
FFC
287
First Financial Corp
Indiana
$153K -$334K -14,998 -70%
US Bancorp
288
US Bancorp
Minnesota
$142K +$11.3K +510 +10%
BKBG
289
BHF Kleinwort Benson Group
Belgium
$133K +$121K +5,452 New
PAS
290
Partnervest Advisory Services
California
$128K +$111K +4,993 +1,997%
SOAMC
291
Spirit of America Management Corp
New York
$124K
CFA
292
Carroll Financial Associates
North Carolina
$109K
DADC
293
D.A. Davidson & Co
Montana
$97K
CGT
294
Capital Guardian Trust
California
$77K +$70K +3,144 New
GCM
295
Grisanti Capital Management
New York
$69K
ST
296
Smithfield Trust
Pennsylvania
$67K -$12.6K -565 -17%
MA
297
MUFG Americas
New York
$65K
FMT
298
First Mercantile Trust
Tennessee
$63K +$2.67K +120 +5%
QAM
299
QCI Asset Management
New York
$57K +$4.54K +204 +10%
GAM
300
Guinness Asset Management
United Kingdom
$51K +$9.08K +408 +24%

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.