Blackstone
641 hedge funds and large institutions have $10.2B invested in Blackstone in 2017 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 232 increasing their positions, 198 reducing their positions, and 66 closing their positions.
38% more first-time investments, than exits
New positions opened: 91 | Existing positions closed: 66
17% more repeat investments, than reductions
Existing positions increased: 232 | Existing positions reduced: 198
5.24% more ownership
Funds ownership: 45.41% → 50.65% (+5.2%)
3% more funds holding
Funds holding: 623 → 641 (+18)
7% more call options, than puts
Call options by funds: $579M | Put options by funds: $542M
4% more capital invested
Capital invested by funds: $9.79B → $10.2B (+$415M)
18% less funds holding in top 10
Funds holding in top 10: 33 → 27 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$315M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$197M |
| 3 |
Morgan Stanley
New York
|
+$118M |
| 4 |
Goldman Sachs
New York
|
+$104M |
| 5 |
Capital World Investors
Los Angeles,
California
|
+$72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Credit Agricole
Montrouge Cedex,
France
|
-$80.9M |
| 2 |
FAM
Fred Alger Management
New York
|
-$52.3M |
| 3 |
ClearBridge Investments
New York
|
-$35.4M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$31M |
| 5 |
OCAM
Onex Canada Asset Management
Toronto,
Ontario, Canada
|
-$28.2M |
BX Hedge Fund Activity: Q4 2017 in Review
641 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Blackstone (BX) for Q4 2017, worth a combined $10.2B — up 4.2% from $9.79B a quarter earlier.
Buyers outnumbered sellers: 91 funds opened new BX positions and 66 closed out — a net gain of 25 holders — while 232 added to existing stakes and 198 trimmed.
The largest buyer was Bank of Montreal, adding an estimated $315M. The largest seller was Credit Agricole, exiting entirely with an estimated $80.9M sold.
- 641 institutional investors held Blackstone (BX) as of Q4 2017, up from 623 in Q3 2017.
- Funds reported $10.2B of Blackstone stock for Q4 2017, up 4.2% quarter-over-quarter.
- 91 funds opened new Blackstone positions in Q4 2017 and 66 closed out, a net change of +25 holders.
- The largest Blackstone buyer in Q4 2017 was Bank of Montreal, an estimated $315M added.
- The largest Blackstone seller in Q4 2017 was Credit Agricole, an estimated $80.9M sold.
Based on aggregated 13F filings for Q4 2017.