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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
FMII
326
Farmers & Merchants Investments Inc
Nebraska
$5K
BPBT
327
Boston Private Bank & Trust
Massachusetts
$5K +$4.54K +204 New
FA
328
Financial Advantage
Maryland
$4K +$2.83K +127 +249%
Envestnet Asset Management
329
Envestnet Asset Management
Illinois
$3K
TWA
330
TCI Wealth Advisors
Arizona
$3K +$2.43K +109 New
JFA
331
JNBA Financial Advisors
Minnesota
$2K
AllianceBernstein
332
AllianceBernstein
Tennessee
$1K -$12.6K -565 -90%
BBHC
333
Brown Brothers Harriman & Co
New York
$1K +$712 +32 New
TGA
334
Trilogy Global Advisors
Florida
-$85.2M -4,119,911 Closed
LPLP
335
Lansdowne Partners Limited Partnership
United Kingdom
-$19.4M -936,429 Closed
Fiera Capital (Canada)
336
Fiera Capital (Canada)
Quebec, Canada
-$5.78M -294,857 Closed
EC
337
Eminence Capital
New York
-$5.44M -263,050 Closed
RL
338
Ruffer LLP
United Kingdom
-$2.32M -112,090 Closed
RJFSA
339
Raymond James Financial Services Advisors
Florida
-$1.69M -81,755 Closed
WAM
340
Wolverine Asset Management
Illinois
-$1.63M -73,421 Closed
KPCM
341
Kings Point Capital Management
New York
-$1.05M -50,975 Closed
AL
342
Airain Ltd
Guernsey
-$1M -48,437 Closed
HOAM
343
Halcyon Offshore Asset Management
New York
-$947K -45,855 Closed
ICAS
344
Investors Capital Advisory Services
Massachusetts
-$207K -10,037 Closed
Parallax Volatility Advisers
345
Parallax Volatility Advisers
California
-$69.7K -3,131 Closed
TRCT
346
Tower Research Capital (TRC)
New York
-$15K -713 Closed
IFWM
347
Institute for Wealth Management
Colorado
-$13K -611 Closed
MFBTD
348
MB Financial Bank - Trust Department
Illinois
-$8K -408 Closed
HR
349
Howe & Rusling
New York
-$4K -204 Closed
RNS
350
Robert N. Shapiro
-$4K -204 Closed

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.