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Blackstone

840 hedge funds and large institutions have $17.2B invested in Blackstone in 2019 Q3 according to their latest regulatory filings, with 288 funds opening new positions, 184 increasing their positions, 240 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

251% more first-time investments, than exits

New positions opened: 288 | Existing positions closed: 82

32% more funds holding

Funds holding: 638840 (+202)

24% more capital invested

Capital invested by funds: $13.9B → $17.2B (+$3.34B)

18% more funds holding in top 10

Funds holding in top 10: 4047 (+7)

5.97% more ownership

Funds ownership: 47.35%53.32% (+6%)

20% less call options, than puts

Call options by funds: $675M | Put options by funds: $841M

23% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 240

Holders
840
Holders Change
+202
Holders Change %
+31.66%
% of All Funds
18.42%
Holding in Top 10
47
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+17.5%
% of All Funds
1.03%
New
288
Increased
184
Reduced
240
Closed
82
Calls
$675M
Puts
$841M
Net Calls
-$165M
Net Calls Change
-$151M
Name Holding Trade Value Shares
Change
Change in
Stake
LSPW
351
Lake Street Private Wealth
Illinois
$1.42M +$1.42M +29,016 New
CMANY
352
Capital Management Associates (New York)
New York
$1.42M +$1.41M +28,990 New
WSC
353
Wellington Shields & Co
New York
$1.42M +$1.41M +28,990 New
WS
354
Wedbush Securities
California
$1.42M -$125K -2,568 -8%
RCM
355
Requisite Capital Management
Texas
$1.42M -$89K -1,825 -6%
UR
356
USCA RIA
Texas
$1.41M -$112K -2,300 -7%
MWP
357
MYCIO Wealth Partners
Pennsylvania
$1.41M +$1.41M +28,833 New
LCS
358
Levin Capital Strategies
New York
$1.4M
ATC
359
Argent Trust Co
Tennessee
$1.39M +$1.38M +28,375 New
RJT
360
Raymond James Trust
Florida
$1.38M +$202K +4,138 +17%
VF
361
Virtu Financial
New York
$1.36M +$831K +17,048 +157%
SWM
362
SeaCrest Wealth Management
New York
$1.32M +$1.32M +27,130 New
AFM
363
Abbot Financial Management
Massachusetts
$1.32M -$19.5K -400 -1%
BAM
364
Belpointe Asset Management
Nevada
$1.31M -$13.7K -280 -1%
Walleye Trading
365
Walleye Trading
New York
$1.28M +$1.28M +26,314 New
SEI Investments
366
SEI Investments
Pennsylvania
$1.27M -$84.1K -1,725 -6%
BRWA
367
B. Riley Wealth Advisors
Florida
$1.27M -$7.41K -152 -0.6%
OIA
368
Optimum Investment Advisors
Illinois
$1.27M -$11K -225 -0.9%
PCM
369
Price Capital Management
Louisiana
$1.25M +$1.22M +25,004 New
GWM
370
Geneos Wealth Management
Colorado
$1.24M +$1.2M +24,592 New
FMB
371
Field & Main Bank
Kentucky
$1.23M +$39K +800 +3%
ACP
372
Aviance Capital Partners
Florida
$1.22M -$89K -1,825 -7%
CCM
373
Callodine Capital Management
Massachusetts
$1.22M +$1.22M +25,000 New
RFN
374
RDA Financial Network
Iowa
$1.22M -$21.7K -445 -2%
SCA
375
Snowden Capital Advisors
New York
$1.21M +$506K +10,379 +72%

BX Hedge Fund Activity: Q3 2019 in Review

840 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Blackstone (BX) for Q3 2019, worth a combined $17.2B — up 24% from $13.9B a quarter earlier.

Buyers outnumbered sellers: 288 funds opened new BX positions and 82 closed out — a net gain of 206 holders — while 184 added to existing stakes and 240 trimmed.

The largest buyer was Vanguard Group, opening a new position worth an estimated $1.73B. The largest seller was JP Morgan Chase, cutting an estimated $831M.

  • 840 institutional investors held Blackstone (BX) as of Q3 2019, up from 638 in Q2 2019.
  • Funds reported $17.2B of Blackstone stock for Q3 2019, up 24% quarter-over-quarter.
  • 288 funds opened new Blackstone positions in Q3 2019 and 82 closed out, a net change of +206 holders.
  • The largest Blackstone buyer in Q3 2019 was Vanguard Group, an estimated $1.73B added.
  • The largest Blackstone seller in Q3 2019 was JP Morgan Chase, an estimated $831M sold.

Based on aggregated 13F filings for Q3 2019.