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Blackstone

669 hedge funds and large institutions have $10.5B invested in Blackstone in 2018 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 234 increasing their positions, 222 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more call options, than puts

Call options by funds: $543M | Put options by funds: $417M

5% more repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 222

2% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 56

0% more capital invested

Capital invested by funds: $10.5B → $10.5B (+$6.39M)

0% less funds holding

Funds holding: 672669 (-3)

0.69% less ownership

Funds ownership: 49.81%49.13% (-0.69%)

4% less funds holding in top 10

Funds holding in top 10: 2625 (-1)

Holders
669
Holders Change
-3
Holders Change %
-0.45%
% of All Funds
15.32%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.57%
New
57
Increased
234
Reduced
222
Closed
56
Calls
$543M
Puts
$417M
Net Calls
+$126M
Net Calls Change
+$77M
Name Holding Trade Value Shares
Change
Change in
Stake
HPC
376
HM Payson & Co
Maine
$582K
VCAM
377
Van Cleef Asset Management
Ohio
$579K +$31.8K +1,000 +6%
LFAS
378
Level Four Advisory Services
Texas
$575K +$62.7K +1,971 +12%
BOTW
379
Bank of the West
California
$572K +$566K +17,781 New
GKWIM
380
Gerber Kawasaki Wealth & Investment Management
California
$560K -$110K -3,461 -17%
JIC
381
Johnson Investment Counsel
Ohio
$560K
AAM
382
Augustine Asset Management
Florida
$559K -$46.6K -1,463 -8%
TPWA
383
TRUE Private Wealth Advisors
Oregon
$556K +$56.9K +1,787 +12%
B
384
Bailard
California
$554K
First Manhattan
385
First Manhattan
New York
$550K -$35K -1,100 -6%
MA
386
Mutual Advisors
Nebraska
$545K +$37.8K +1,187 +8%
TAM
387
Tocqueville Asset Management
New York
$540K
Cetera Investment Advisers
388
Cetera Investment Advisers
Illinois
$532K +$25.7K +808 +5%
OFW
389
Omnia Family Wealth
Florida
$527K +$414K +13,007 +384%
IFWM
390
Institute for Wealth Management
Colorado
$526K -$18.2K -573 -3%
SCA
391
Sage Capital Advisors
South Dakota
$522K +$23.1K +725 +5%
XS
392
XR Securities
Illinois
$522K +$517K +16,239 New
SCC
393
Spring Creek Capital
Kansas
$520K +$514K +16,150 New
SSG
394
Summit Securities Group
New York
$515K -$296K -9,300 -37%
FPS
395
Fieldpoint Private Securities
Connecticut
$515K +$19.1K +600 +4%
SBIA
396
Sheaff Brock Investment Advisors
Indiana
$512K +$318 +10 +0.1%
FDS
397
First Dallas Securities
Texas
$510K +$199K +6,256 +65%
HFA
398
High Falls Advisors
New York
$498K
IWM
399
IHT Wealth Management
Illinois
$490K -$13.4K -421 -3%
HCM
400
Hodges Capital Management
Texas
$488K +$33.2K +1,042 +7%

BX Hedge Fund Activity: Q2 2018 in Review

669 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Blackstone (BX) for Q2 2018, worth a combined $10.5B — up 0.06% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new BX positions and 56 closed out — a net gain of 1 holder — while 234 added to existing stakes and 222 trimmed.

The largest buyer was UBS Group, adding an estimated $182M. The largest seller was Fidelity Investments, cutting an estimated $308M.

  • 669 institutional investors held Blackstone (BX) as of Q2 2018, down from 672 in Q1 2018.
  • Funds reported $10.5B of Blackstone stock for Q2 2018, up 0.06% quarter-over-quarter.
  • 57 funds opened new Blackstone positions in Q2 2018 and 56 closed out, a net change of +1 holder.
  • The largest Blackstone buyer in Q2 2018 was UBS Group, an estimated $182M added.
  • The largest Blackstone seller in Q2 2018 was Fidelity Investments, an estimated $308M sold.

Based on aggregated 13F filings for Q2 2018.