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Blackstone

502 hedge funds and large institutions have $6.84B invested in Blackstone in 2016 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 191 increasing their positions, 164 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 164

1.12% more ownership

Funds ownership: 48.29%49.4% (+1.1%)

4% less funds holding

Funds holding: 522502 (-20)

11% less capital invested

Capital invested by funds: $7.66B → $6.84B (-$820M)

26% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 61

28% less funds holding in top 10

Funds holding in top 10: 1813 (-5)

30% less call options, than puts

Call options by funds: $213M | Put options by funds: $304M

Holders
502
Holders Change
-20
Holders Change %
-3.83%
% of All Funds
13.39%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.35%
New
45
Increased
191
Reduced
164
Closed
61
Calls
$213M
Puts
$304M
Net Calls
-$91.8M
Net Calls Change
+$81M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
401
Bruderman Asset Management
New York
$215K +$4.15K +156 +2%
TU
402
TDAM USA
Ontario, Canada
$211K +$229K +8,600 New
RMCM
403
Reynders McVeigh Capital Management
Massachusetts
$210K +$26.6K +1,000 +13%
TNAM
404
Terra Nova Asset Management
New York
$209K -$357K -13,437 -61%
CA
405
Cullinan Associates
Kentucky
$209K
I2I
406
Insight 2811 Inc
Illinois
$209K
FMBTD
407
First Midwest Bank Trust Division
Illinois
$208K
AFP
408
Ausdal Financial Partners
Iowa
$208K +$18.2K +684 +9%
PAS
409
Partnervest Advisory Services
California
$207K +$224K +8,429 New
LNC
410
Lincoln National Corp
Pennsylvania
$206K +$223K +8,396 New
GAM
411
Guinness Asset Management
United Kingdom
$205K
LW
412
Linscomb Wealth
Texas
$205K +$106 +4 +0%
WAM
413
Wealthspire Advisors (Maryland)
Maryland
$204K +$6.92K +260 +6%
NERM
414
New England Research & Management
Illinois
$202K
Lido Advisors
415
Lido Advisors
California
$201K -$52.2K -1,964 -19%
MFW
416
Mosaic Family Wealth
Missouri
$192K +$452 +17 +0.2%
Envestnet Asset Management
417
Envestnet Asset Management
Illinois
$187K -$269K -10,112 -57%
FNBSF
418
First National Bank Sioux Falls
South Dakota
$164K +$9.95K +374 +6%
NFG
419
Next Financial Group
Texas
$160K -$17.3K -651 -9%
MSFP
420
Mark Sheptoff Financial Planning
Connecticut
$160K
PCM
421
Penserra Capital Management
California
$157K -$372 -14 -0.2%
CFA
422
Carroll Financial Associates
North Carolina
$152K
Lazard Asset Management
423
Lazard Asset Management
New York
$147K
RFS
424
Rockefeller Financial Services
New York
$147K
CPA
425
Cowen Prime Advisors
New York
$147K +$13.3K +500 +9%

BX Hedge Fund Activity: Q2 2016 in Review

502 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Blackstone (BX) for Q2 2016, worth a combined $6.84B — down 11% from $7.66B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of BX and 45 opened new positions — a net loss of 16 holders — while 164 trimmed existing stakes and 191 added.

The largest buyer was ING Group, adding an estimated $252M. The largest seller was Morgan Stanley, cutting an estimated $215M.

  • 502 institutional investors held Blackstone (BX) as of Q2 2016, down from 522 in Q1 2016.
  • Funds reported $6.84B of Blackstone stock for Q2 2016, down 11% quarter-over-quarter.
  • 45 funds opened new Blackstone positions in Q2 2016 and 61 closed out, a net change of -16 holders.
  • The largest Blackstone buyer in Q2 2016 was ING Group, an estimated $252M added.
  • The largest Blackstone seller in Q2 2016 was Morgan Stanley, an estimated $215M sold.

Based on aggregated 13F filings for Q2 2016.