We are live on ! Find out more
BX icon

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
PI
376
PFS Investments
Georgia
$1.2M +$1.2M +24,580 New
CG
377
Cutler Group
California
$1.2M +$738K +15,127 +161%
BWM
378
BigSur Wealth Management
Florida
$1.19M +$1.19M +24,342 New
NGA
379
Naples Global Advisors
Florida
$1.18M +$74.4K +1,525 +7%
CTA
380
Colonial Trust Advisors
South Carolina
$1.17M +$1.17M +23,909 New
MIC
381
Means Investment Company
Maine
$1.17M +$8.44K +173 +0.8%
SAM
382
Strategy Asset Managers
California
$1.16M
VNA
383
Valley National Advisers
Pennsylvania
$1.13M -$5.9K -121 -0.5%
CG
384
Caprock Group
Idaho
$1.13M +$96.3K +1,975 +9%
TC
385
Truvestments Capital
Florida
$1.13M +$1.13M +23,150 New
PM
386
Penbrook Management
New York
$1.13M -$146K -3,000 -11%
SM
387
SG3 Management
Puerto Rico
$1.12M +$1.12M +23,000 New
APA
388
American Portfolios Advisors
New York
$1.12M -$33.6K -689 -3%
IWM
389
IHT Wealth Management
Illinois
$1.11M -$4.68K -96 -0.4%
EFS
390
Essex Financial Services
Connecticut
$1.1M -$182K -3,727 -14%
TC
391
TownSquare Capital
Utah
$1.09M +$195K +4,008 +23%
MA
392
MUFG Americas
New York
$1.08M -$54.3K -1,113 -5%
Sumitomo Mitsui Trust Group
393
Sumitomo Mitsui Trust Group
Japan
$1.08M +$1.08M +22,110 New
Cetera Investment Advisers
394
Cetera Investment Advisers
Illinois
$1.08M -$48.9K -1,002 -4%
SCA
395
Strategic Capital Advisers
Colorado
$1.07M -$195K -4,000 -15%
GA
396
Greytown Advisors
Florida
$1.07M -$12.4K -255 -1%
SPC
397
Sigma Planning Corp
Michigan
$1.07M +$1.07M +21,943 New
MAM
398
Mark Asset Management
New York
$1.07M -$24.6K -505 -4%
TNB
399
TCF National Bank
South Dakota
$1.06M +$1.06M +21,810 New
PCAP
400
Pratt Collard Advisory Partners
New York
$1.06M

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.