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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
GT
301
Glenmede Trust
Pennsylvania
$916K
Northwestern Mutual Wealth Management
302
Northwestern Mutual Wealth Management
Wisconsin
$911K +$68.6K +2,188 +9%
KIA
303
KCM Investment Advisors
California
$899K -$415K -13,243 -33%
PCP
304
Proficio Capital Partners
Massachusetts
$897K
SG
305
StoneX Group
New York
$895K +$841K +26,826 New
SBH
306
Segall Bryant & Hamill
Illinois
$888K -$31 -1 -0%
Envestnet Asset Management
307
Envestnet Asset Management
Illinois
$882K +$701K +22,345 +540%
NRS
308
Neville Rodie & Shaw
New York
$876K +$1.44K +46 +0.2%
MSAM
309
Moloney Securities Asset Management
Missouri
$876K +$232K +7,410 +39%
HIC
310
Holderness Investments Company
North Carolina
$874K +$86.9K +2,770 +12%
UR
311
USCA RIA
Texas
$871K -$9.85K -314 -1%
HFS
312
HL Financial Services
Kentucky
$860K -$72.7K -2,317 -8%
AB
313
AT Bancorp
Iowa
$856K -$1.45M -46,207 -64%
BIM
314
Beach Investment Management
Pennsylvania
$856K
RC
315
Roundview Capital
New Jersey
$852K +$784 +25 +0.1%
CG
316
Caprock Group
Idaho
$850K +$27.9K +888 +4%
FMBTD
317
First Midwest Bank Trust Division
Illinois
$850K +$214K +6,832 +37%
LCM
318
Lee Capital Management
New York
$834K +$784K +25,000 New
ID
319
Integral Derivatives
New York
$827K +$778K +24,788 New
BAM
320
Berkshire Asset Management
Pennsylvania
$817K -$40.8K -1,300 -5%
RIA
321
RPG Investment Advisory
California
$815K +$30.5K +971 +4%
SI
322
SII Investments
Wisconsin
$808K -$137K -4,353 -15%
SPC
323
Sigma Planning Corp
Michigan
$799K +$5.8K +185 +0.8%
BP
324
BBR Partners
New York
$798K +$43.6K +1,389 +6%
GA
325
GFS Advisors
Texas
$787K

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.