We are live on ! Find out more
BX icon

Blackstone

840 hedge funds and large institutions have $17.2B invested in Blackstone in 2019 Q3 according to their latest regulatory filings, with 288 funds opening new positions, 184 increasing their positions, 240 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

251% more first-time investments, than exits

New positions opened: 288 | Existing positions closed: 82

32% more funds holding

Funds holding: 638840 (+202)

24% more capital invested

Capital invested by funds: $13.9B → $17.2B (+$3.34B)

18% more funds holding in top 10

Funds holding in top 10: 4047 (+7)

5.97% more ownership

Funds ownership: 47.35%53.32% (+6%)

20% less call options, than puts

Call options by funds: $675M | Put options by funds: $841M

23% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 240

Holders
840
Holders Change
+202
Holders Change %
+31.66%
% of All Funds
18.42%
Holding in Top 10
47
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+17.5%
% of All Funds
1.03%
New
288
Increased
184
Reduced
240
Closed
82
Calls
$675M
Puts
$841M
Net Calls
-$165M
Net Calls Change
-$151M
Name Holding Trade Value Shares
Change
Change in
Stake
MAFM
301
Mid Atlantic Financial Management
Pennsylvania
$1.97M -$417K -8,542 -17%
SC
302
Slow Capital
California
$1.96M +$1.96M +40,095 New
SCP
303
Stamos Capital Partners
California
$1.95M +$336K +6,889 +21%
WHG
304
Westwood Holdings Group
Texas
$1.95M +$1.95M +39,912 New
FI
305
Fosun International
China
$1.93M -$508K -10,410 -21%
Northwestern Mutual Wealth Management
306
Northwestern Mutual Wealth Management
Wisconsin
$1.93M -$413K -8,463 -18%
GRP
307
Global Retirement Partners
California
$1.92M -$35.2K -722 -2%
BC
308
Brinker Capital
Pennsylvania
$1.91M +$1.9M +39,051 New
CIBC Asset Management
309
CIBC Asset Management
Ontario, Canada
$1.89M +$746K +15,295 +65%
VLC
310
Van Leeuwen & Company
New Jersey
$1.88M +$1.88M +38,521 New
ZDA
311
Zweig-DiMenna Associates
New York
$1.87M +$1.87M +38,250 New
Fifth Third Bancorp
312
Fifth Third Bancorp
Ohio
$1.85M +$348K +7,137 +23%
PCM
313
Parsons Capital Management
Rhode Island
$1.84M +$1.84M +37,720 New
PFPT
314
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.84M
WTC
315
WhitTier Trust Company
Nevada
$1.83M +$1.23M +25,174 +205%
Mirae Asset Global Investments
316
Mirae Asset Global Investments
South Korea
$1.83M -$446K -9,135 -20%
CG
317
Colony Group
Massachusetts
$1.81M -$305K -6,259 -14%
BCM
318
Bluefin Capital Management
New York
$1.78M -$1.56M -32,000 -47%
WIA
319
Wealthstreet Investment Advisors
Texas
$1.74M
SG
320
Somerset Group
Minnesota
$1.74M +$1.44M +29,589 +493%
DI
321
Diligent Investors
California
$1.74M +$1.73M +35,520 New
TSS
322
Thomas Story & Son
Indiana
$1.72M -$1.74M -35,725 -50%
Nomura Holdings
323
Nomura Holdings
Japan
$1.72M +$1.78M +36,575 New
RSS
324
Rosenblum Silverman Sutton
California
$1.72M +$12.2K +250 +0.7%
Carson Wealth (CWM LLC)
325
Carson Wealth (CWM LLC)
Nebraska
$1.71M

BX Hedge Fund Activity: Q3 2019 in Review

840 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Blackstone (BX) for Q3 2019, worth a combined $17.2B — up 24% from $13.9B a quarter earlier.

Buyers outnumbered sellers: 288 funds opened new BX positions and 82 closed out — a net gain of 206 holders — while 184 added to existing stakes and 240 trimmed.

The largest buyer was Vanguard Group, opening a new position worth an estimated $1.73B. The largest seller was JP Morgan Chase, cutting an estimated $831M.

  • 840 institutional investors held Blackstone (BX) as of Q3 2019, up from 638 in Q2 2019.
  • Funds reported $17.2B of Blackstone stock for Q3 2019, up 24% quarter-over-quarter.
  • 288 funds opened new Blackstone positions in Q3 2019 and 82 closed out, a net change of +206 holders.
  • The largest Blackstone buyer in Q3 2019 was Vanguard Group, an estimated $1.73B added.
  • The largest Blackstone seller in Q3 2019 was JP Morgan Chase, an estimated $831M sold.

Based on aggregated 13F filings for Q3 2019.