Blackstone
531 hedge funds and large institutions have $7.72B invested in Blackstone in 2016 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 168 increasing their positions, 189 reducing their positions, and 46 closing their positions.
96% more call options, than puts
Call options by funds: $755M | Put options by funds: $385M
74% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 46
8% more capital invested
Capital invested by funds: $7.15B → $7.72B (+$563M)
5% more funds holding in top 10
Funds holding in top 10: 20 → 21 (+1)
5% more funds holding
Funds holding: 506 → 531 (+25)
0.68% more ownership
Funds ownership: 49.28% → 49.97% (+0.68%)
11% less repeat investments, than reductions
Existing positions increased: 168 | Existing positions reduced: 189
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$106M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$103M |
| 3 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$72.8M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$57.3M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$86.8M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$73.2M |
| 3 |
Swedbank
Stockholm,
Sweden
|
-$56.1M |
| 4 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$55.8M |
| 5 |
Citigroup
New York
|
-$41.3M |
BX Hedge Fund Activity: Q4 2016 in Review
531 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Blackstone (BX) for Q4 2016, worth a combined $7.72B — up 7.9% from $7.15B a quarter earlier.
Buyers outnumbered sellers: 80 funds opened new BX positions and 46 closed out — a net gain of 34 holders — while 168 added to existing stakes and 189 trimmed.
The largest buyer was Massachusetts Financial Services, adding an estimated $106M. The largest seller was Morgan Stanley, cutting an estimated $86.8M.
- 531 institutional investors held Blackstone (BX) as of Q4 2016, up from 506 in Q3 2016.
- Funds reported $7.72B of Blackstone stock for Q4 2016, up 7.9% quarter-over-quarter.
- 80 funds opened new Blackstone positions in Q4 2016 and 46 closed out, a net change of +34 holders.
- The largest Blackstone buyer in Q4 2016 was Massachusetts Financial Services, an estimated $106M added.
- The largest Blackstone seller in Q4 2016 was Morgan Stanley, an estimated $86.8M sold.
Based on aggregated 13F filings for Q4 2016.