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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
MA
326
MUFG Americas
New York
$786K -$147K -4,690 -17%
BC
327
Barnett & Company
Tennessee
$781K +$719K +22,915 +4,583%
YWP
328
YorkBridge Wealth Partners
New York
$764K -$152K -4,846 -17%
AFM
329
Abbot Financial Management
Massachusetts
$764K +$718K +22,900 New
CFA
330
Camarda Financial Advisors
Florida
$762K -$76.1K -2,427 -10%
PCM
331
Parsons Capital Management
Rhode Island
$749K +$66K +2,105 +10%
BRWA
332
B. Riley Wealth Advisors
Florida
$748K +$82.8K +2,640 +13%
FIM
333
Frontier Investment Management
Texas
$748K +$704K +22,440 New
SBIA
334
Sheaff Brock Investment Advisors
Indiana
$746K +$228K +7,267 +48%
AWM
335
Arbor Wealth Management
Florida
$743K -$78.3K -2,497 -10%
WKWM
336
Walter & Keenan Wealth Management
Indiana
$734K
BHA
337
Beech Hill Advisors
New York
$734K +$56.5K +1,800 +9%
OA
338
Oxbow Advisors
Texas
$724K
PFA
339
Paradigm Financial Advisors
Missouri
$721K +$28.3K +902 +4%
WS
340
Wedbush Securities
California
$720K -$14.5K -463 -2%
CCG
341
Cypress Capital Group
Florida
$710K +$668K +21,300 New
VAM
342
Verity Asset Management
North Carolina
$708K +$666K +21,217 New
PAS
343
Partnervest Advisory Services
California
$707K +$129K +4,112 +24%
ST
344
Spot Trading
Illinois
$695K -$4.87M -155,162 -88%
IH
345
IFC Holdings
Florida
$679K +$9.82K +313 +2%
CCA
346
Catalyst Capital Advisors
New York
$674K
KeyBank National Association
347
KeyBank National Association
Ohio
$672K -$462K -14,720 -42%
PWM
348
Perigon Wealth Management
California
$671K +$12.5K +400 +2%
CWM
349
Concert Wealth Management
California
$667K -$319K -10,165 -34%
CTI
350
Community Trust & Investment
Kentucky
$667K -$18.8K -600 -3%

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.