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Blackstone

638 hedge funds and large institutions have $13.9B invested in Blackstone in 2019 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 197 increasing their positions, 215 reducing their positions, and 162 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more funds holding in top 10

Funds holding in top 10: 2940 (+11)

27% more capital invested

Capital invested by funds: $10.9B → $13.9B (+$2.98B)

0.14% more ownership

Funds ownership: 47.21%47.35% (+0.14%)

2% less call options, than puts

Call options by funds: $650M | Put options by funds: $664M

8% less repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 215

13% less funds holding

Funds holding: 731638 (-93)

50% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 162

Holders
638
Holders Change
-93
Holders Change %
-12.72%
% of All Funds
13.86%
Holding in Top 10
40
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+37.93%
% of All Funds
0.87%
New
81
Increased
197
Reduced
215
Closed
162
Calls
$650M
Puts
$664M
Net Calls
-$14.7M
Net Calls Change
-$117M
Name Holding Trade Value Shares
Change
Change in
Stake
DP
326
Dearborn Partners
Illinois
$854K
CAPTRUST Financial Advisors
327
CAPTRUST Financial Advisors
North Carolina
$852K -$399 -10 -0.1%
ORI
328
Oak Ridge Investments
Illinois
$838K +$132K +3,300 +21%
RCAG
329
Rehmann Capital Advisory Group
Michigan
$827K +$1.36K +34 +0.2%
JIC
330
Johnson Investment Counsel
Ohio
$817K -$1.59K -40 -0.2%
WI
331
Wintrust Investments
Illinois
$804K +$1.68K +42 +0.2%
TC
332
TownSquare Capital
Utah
$803K +$687K +17,229 New
WKWM
333
Walter & Keenan Wealth Management
Indiana
$800K
KWM
334
Kingsview Wealth Management
Oregon
$792K +$6.5K +163 +0.9%
BOTW
335
Bank of the West
California
$790K
KIA
336
KCM Investment Advisors
California
$789K +$187K +4,683 +36%
TW
337
TrinityPoint Wealth
Connecticut
$787K +$254K +6,375 +66%
MCIM
338
Meadow Creek Investment Management
Georgia
$786K -$296K -7,414 -30%
KWMG
339
King Wealth Management Group
Florida
$782K +$120 +3 +0%
KeyBank National Association
340
KeyBank National Association
Ohio
$770K +$3.99K +100 +0.6%
DCM
341
Dimension Capital Management
Florida
$768K +$1.68K +42 +0.2%
CCM
342
Coe Capital Management
Illinois
$748K +$62.1K +1,558 +10%
KCM
343
Karp Capital Management
California
$745K
TSS
344
Two Sigma Securities
New York
$740K -$125K -3,137 -16%
AF
345
Advisornet Financial
Minnesota
$740K -$89.9K -2,255 -12%
BSW
346
Buckingham Strategic Wealth
Missouri
$736K +$6.82K +171 +1%
HCM
347
HGI Capital Management
New York
$728K
CCP
348
Corient Capital Partners
California
$711K -$24.2K -607 -4%
CH
349
Canton Hathaway
Rhode Island
$706K +$47.9K +1,200 +8%
LFAS
350
Level Four Advisory Services
Texas
$702K -$25.1K -630 -4%

BX Hedge Fund Activity: Q2 2019 in Review

638 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Blackstone (BX) for Q2 2019, worth a combined $13.9B — up 27% from $10.9B a quarter earlier.

Sellers outnumbered buyers: 162 funds closed out of BX and 81 opened new positions — a net loss of 81 holders — while 215 trimmed existing stakes and 197 added.

The largest buyer was Capital International Investors, opening a new position worth an estimated $472M. The largest seller was Bank of Montreal, cutting an estimated $367M.

  • 638 institutional investors held Blackstone (BX) as of Q2 2019, down from 731 in Q1 2019.
  • Funds reported $13.9B of Blackstone stock for Q2 2019, up 27% quarter-over-quarter.
  • 81 funds opened new Blackstone positions in Q2 2019 and 162 closed out, a net change of -81 holders.
  • The largest Blackstone buyer in Q2 2019 was Capital International Investors, an estimated $472M added.
  • The largest Blackstone seller in Q2 2019 was Bank of Montreal, an estimated $367M sold.

Based on aggregated 13F filings for Q2 2019.