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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
USGIU
301
U.S. Global Investors (USGI)
Texas
$49K +$45.4K +2,038 New
HNB
302
Huntington National Bank
Ohio
$37K
PTC
303
Private Trust Company
Ohio
$33K +$16.4K +739 +121%
SF
304
Synovus Financial
Georgia
$30K
Manulife (Manufacturers Life Insurance)
305
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$27.3K +$7.34M +329,753 +42%
M&T Bank
306
M&T Bank
New York
$27K
ACM
307
Aviance Capital Management
Florida
$26K -$34.4K -1,546 -59%
FNBT
308
FineMark National Bank & Trust
Florida
$25K -$4.5K -202 -17%
EWM
309
Edge Wealth Management
New York
$25K
LNB
310
Ledyard National Bank
$25K
DSC
311
Duncker Streett & Co
Missouri
$25K +$22.7K +1,019 New
First Manhattan
312
First Manhattan
New York
$24K -$22.7K -1,019 -50%
BFEC
313
Benjamin F. Edwards & Company
Missouri
$24K -$11.3K -510 -35%
AFC
314
AFT Forsyth & Company
Florida
$22K +$20.4K +917 New
IWC
315
Integrated Wealth Counsel
California
$21.8K
LFR
316
Lehman Financial Resources
Pennsylvania
$17K
CCM
317
Chilton Capital Management
Texas
$13.2K +$12.1K +542 New
WTC
318
WhitTier Trust Company
Nevada
$12K
AC
319
Alexandria Capital
Virginia
$12K +$11.3K +510 New
FWM
320
Focused Wealth Management
New York
$12K +$11.3K +510 New
RFA
321
Reilly Financial Advisors
California
$10K -$4.52K -203 -33%
NCM
322
Nelson Capital Management
California
$9K
AF
323
Arrow Financial
New York
$8K +$3.18K +143 +80%
PC
324
Polar Capital
United Kingdom
$7.05K +$3.8M +170,628 +145%
AA
325
Apriem Advisors
California
$5K

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.