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Blackstone

608 hedge funds and large institutions have $10B invested in Blackstone in 2017 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 248 increasing their positions, 157 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 39

58% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 157

19% more funds holding in top 10

Funds holding in top 10: 2732 (+5)

13% more capital invested

Capital invested by funds: $8.87B → $10B (+$1.14B)

9% more funds holding

Funds holding: 560608 (+48)

4% more call options, than puts

Call options by funds: $506M | Put options by funds: $484M

1.6% less ownership

Funds ownership: 50.9%49.3% (-1.6%)

Holders
608
Holders Change
+48
Holders Change %
+8.57%
% of All Funds
15.16%
Holding in Top 10
32
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+18.52%
% of All Funds
0.8%
New
93
Increased
248
Reduced
157
Closed
39
Calls
$506M
Puts
$484M
Net Calls
+$21.4M
Net Calls Change
+$145M
Name Holding Trade Value Shares
Change
Change in
Stake
RRAM
276
River Road Asset Management
Kentucky
$1.2M +$222K +7,063 +25%
NC
277
NewSquare Capital
Pennsylvania
$1.18M +$44.7K +1,424 +4%
MWP
278
MYCIO Wealth Partners
Pennsylvania
$1.18M +$345K +11,000 +45%
LFAS
279
Level Four Advisory Services
Texas
$1.17M -$5.77K -184 -0.5%
ASN
280
Advisory Services Network
Georgia
$1.14M +$384K +12,237 +56%
HJMC
281
Hellman Jordan Management Company
Massachusetts
$1.13M +$1.07M +33,954 New
US Bancorp
282
US Bancorp
Minnesota
$1.13M +$344K +10,979 +48%
DCM
283
Dimension Capital Management
Florida
$1.1M +$1.03M +32,981 New
JMH
284
J.M. Hartwell
New York
$1.1M -$231K -7,375 -18%
FWM
285
Frontier Wealth Management
Missouri
$1.1M
SCA
286
Salient Capital Advisors
Texas
$1.08M +$721K +22,985 +246%
BCM
287
Bluefin Capital Management
New York
$1.07M -$373K -11,889 -27%
APP
288
Avantax Planning Partners
Iowa
$1.07M -$112K -3,570 -10%
RJT
289
Raymond James Trust
Florida
$1.06M +$344K +10,955 +53%
ICOA
290
Investment Centers of America
North Dakota
$1.05M -$45.5K -1,449 -4%
HCM
291
Highlander Capital Management
New Jersey
$1.04M +$7.84K +250 +0.8%
Fifth Third Bancorp
292
Fifth Third Bancorp
Ohio
$1.03M -$64.3K -2,050 -6%
IP
293
Intellectus Partners
California
$1M +$85.2K +2,717 +10%
SACTSONJ
294
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1M
GLRA
295
Gerald L. Ray & Associates
Texas
$985K +$15.7K +500 +2%
CBA
296
Coastal Bridge Advisors
Connecticut
$969K +$911K +29,051 New
SIM
297
Sonora Investment Management
Arizona
$965K -$10.2K -326 -1%
PCM
298
Perkins Capital Management
Minnesota
$945K +$383K +12,200 +76%
SIAP
299
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$927K +$167K +5,334 +24%
NFC
300
Northeast Financial Consultants
Connecticut
$926K +$94.1K +3,000 +12%

BX Hedge Fund Activity: Q2 2017 in Review

608 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Blackstone (BX) for Q2 2017, worth a combined $10B — up 13% from $8.87B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new BX positions and 39 closed out — a net gain of 54 holders — while 248 added to existing stakes and 157 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $233M. The largest seller was ING Group, exiting entirely with an estimated $293M sold.

  • 608 institutional investors held Blackstone (BX) as of Q2 2017, up from 560 in Q1 2017.
  • Funds reported $10B of Blackstone stock for Q2 2017, up 13% quarter-over-quarter.
  • 93 funds opened new Blackstone positions in Q2 2017 and 39 closed out, a net change of +54 holders.
  • The largest Blackstone buyer in Q2 2017 was Janus Henderson Group, an estimated $233M added.
  • The largest Blackstone seller in Q2 2017 was ING Group, an estimated $293M sold.

Based on aggregated 13F filings for Q2 2017.