Blackstone
1,005 hedge funds and large institutions have $17.2B invested in Blackstone in 2020 Q1 according to their latest regulatory filings, with 145 funds opening new positions, 378 increasing their positions, 350 reducing their positions, and 129 closing their positions.
12% more first-time investments, than exits
New positions opened: 145 | Existing positions closed: 129
8% more funds holding in top 10
Funds holding in top 10: 52 → 56 (+4)
8% more repeat investments, than reductions
Existing positions increased: 378 | Existing positions reduced: 350
0% more funds holding
Funds holding: 1,001 → 1,005 (+4)
0.12% less ownership
Funds ownership: 56.69% → 56.57% (-0.12%)
18% less capital invested
Capital invested by funds: $20.9B → $17.2B (-$3.67B)
26% less call options, than puts
Call options by funds: $434M | Put options by funds: $590M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$608M |
| 2 |
Bessemer Group
Woodbridge,
New Jersey
|
+$276M |
| 3 |
Capital International Investors
Los Angeles,
California
|
+$122M |
| 4 |
BlackRock
New York
|
+$81.2M |
| 5 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
+$76.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$421M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$204M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$159M |
| 4 |
Capital World Investors
Los Angeles,
California
|
-$137M |
| 5 |
GQG Partners
Ft. Lauderdale,
Florida
|
-$120M |
BX Hedge Fund Activity: Q1 2020 in Review
1,005 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Blackstone (BX) for Q1 2020, worth a combined $17.2B — down 18% from $20.9B a quarter earlier.
Buyers outnumbered sellers: 145 funds opened new BX positions and 129 closed out — a net gain of 16 holders — while 378 added to existing stakes and 350 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $608M. The largest seller was Bank of America, cutting an estimated $421M.
- 1,005 institutional investors held Blackstone (BX) as of Q1 2020, up from 1,001 in Q4 2019.
- Funds reported $17.2B of Blackstone stock for Q1 2020, down 18% quarter-over-quarter.
- 145 funds opened new Blackstone positions in Q1 2020 and 129 closed out, a net change of +16 holders.
- The largest Blackstone buyer in Q1 2020 was Wellington Management Group, an estimated $608M added.
- The largest Blackstone seller in Q1 2020 was Bank of America, an estimated $421M sold.
Based on aggregated 13F filings for Q1 2020.