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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
BC
401
Barnett & Company
Tennessee
$1.06M +$1.06M +21,634 New
SIC
402
SFE Investment Counsel
California
$1.05M +$1.05M +21,560 New
DI
403
DFPG Investments
Utah
$1.05M -$40K -821 -3%
SM
404
Southport Management
Wyoming
$1.05M -$244K -5,000 -19%
EP
405
Elkfork Partners
Oregon
$1.05M -$289K -5,916 -22%
OA
406
Oxbow Advisors
Texas
$1.04M
BHA
407
Beech Hill Advisors
New York
$1.04M +$1.04M +21,300 New
XSC
408
X-Square Capital
Puerto Rico
$1.04M -$122K -2,500 -11%
TPWA
409
TRUE Private Wealth Advisors
Oregon
$1.03M +$1.03M +21,207 New
RG
410
Rathbones Group
United Kingdom
$1.02M -$321K -6,575 -24%
BAS
411
Brown Advisory Securities
Maryland
$1.02M +$251K +5,139 +33%
RCA
412
Ranch Capital Advisors
Florida
$1.01M +$1.01M +20,654 New
WP
413
WealthSource Partners
California
$998K -$143K -2,934 -13%
BAM
414
Barrett Asset Management
New York
$991K -$405K -8,300 -29%
KA
415
Kovack Advisors
Florida
$987K -$49.7K -1,020 -5%
SWA
416
Sutton Wealth Advisors
Florida
$986K +$1.56K +32 +0.2%
FM
417
Family Management
New York
$986K +$985K +20,196 New
AWM
418
Arbor Wealth Management
Florida
$973K -$137K -2,805 -12%
AR
419
Advisory Research
Illinois
$968K +$966K +19,810 New
VAS
420
Vestmark Advisory Solutions
Massachusetts
$968K +$967K +19,824 New
FPA
421
First Pacific Advisors
California
$962K
KWMG
422
King Wealth Management Group
Florida
$960K +$99.2K +2,034 +12%
CAM
423
Carret Asset Management
New York
$957K +$447K +9,165 +88%
MA
424
Mutual Advisors
Nebraska
$953K -$10.7K -220 -1%
AIC
425
Ayalon Insurance Company
Israel
$952K +$983K +20,155 New

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.