Blackstone
524 hedge funds and large institutions have $8.26B invested in Blackstone in 2015 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 143 increasing their positions, 305 reducing their positions, and 67 closing their positions.
12% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 67
0% more funds holding
Funds holding: 523 → 524 (+1)
3.28% less ownership
Funds ownership: 54.11% → 50.83% (-3.3%)
11% less capital invested
Capital invested by funds: $9.32B → $8.26B (-$1.06B)
53% less repeat investments, than reductions
Existing positions increased: 143 | Existing positions reduced: 305
56% less funds holding in top 10
Funds holding in top 10: 36 → 16 (-20)
63% less call options, than puts
Call options by funds: $218M | Put options by funds: $597M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$414M |
| 2 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$68M |
| 3 |
JP Morgan Chase
New York
|
+$64.3M |
| 4 |
FAM
Fred Alger Management
New York
|
+$51.1M |
| 5 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
+$34.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$319M |
| 2 |
Citigroup
New York
|
-$104M |
| 3 |
ACM
Americafirst Capital Management
Roseville,
California
|
-$99.7M |
| 4 |
SG Americas Securities
New York
|
-$74.6M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$65.1M |
BX Hedge Fund Activity: Q4 2015 in Review
524 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in Blackstone (BX) for Q4 2015, worth a combined $8.26B — down 11% from $9.32B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new BX positions and 67 closed out — a net gain of 8 holders — while 143 added to existing stakes and 305 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $414M. The largest seller was Fidelity Investments, cutting an estimated $319M.
- 524 institutional investors held Blackstone (BX) as of Q4 2015, up from 523 in Q3 2015.
- Funds reported $8.26B of Blackstone stock for Q4 2015, down 11% quarter-over-quarter.
- 75 funds opened new Blackstone positions in Q4 2015 and 67 closed out, a net change of +8 holders.
- The largest Blackstone buyer in Q4 2015 was Morgan Stanley, an estimated $414M added.
- The largest Blackstone seller in Q4 2015 was Fidelity Investments, an estimated $319M sold.
Based on aggregated 13F filings for Q4 2015.