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Blackstone

608 hedge funds and large institutions have $10B invested in Blackstone in 2017 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 248 increasing their positions, 157 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 39

58% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 157

19% more funds holding in top 10

Funds holding in top 10: 2732 (+5)

13% more capital invested

Capital invested by funds: $8.87B → $10B (+$1.14B)

9% more funds holding

Funds holding: 560608 (+48)

4% more call options, than puts

Call options by funds: $506M | Put options by funds: $484M

1.6% less ownership

Funds ownership: 50.9%49.3% (-1.6%)

Holders
608
Holders Change
+48
Holders Change %
+8.57%
% of All Funds
15.16%
Holding in Top 10
32
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+18.52%
% of All Funds
0.8%
New
93
Increased
248
Reduced
157
Closed
39
Calls
$506M
Puts
$484M
Net Calls
+$21.4M
Net Calls Change
+$145M
Name Holding Trade Value Shares
Change
Change in
Stake
Fiera Capital (Canada)
426
Fiera Capital (Canada)
Quebec, Canada
$365K
EWM
427
Edge Wealth Management
New York
$363K +$314K +10,000 +1,000%
HCM
428
Hodges Capital Management
Texas
$359K -$17.2K -549 -5%
DSC
429
Duncker Streett & Co
Missouri
$359K
JWBC
430
J.W. Burns & Co
New York
$356K +$94.1K +3,000 +39%
TCM
431
Trafelet Capital Management
New York
$344K +$323K +10,300 New
FANJ
432
Financial Architects (New Jersey)
New Jersey
$340K -$2.35K -75 -0.7%
IGIM
433
I.G. Investment Management
Manitoba, Canada
$340K
DLHL
434
Donald L. Hagan LLC
Florida
$334K -$3.14K -100 -1%
PCMM
435
Private Capital Management (Minnesota)
Minnesota
$334K
JFGLC
436
Johnson Financial Group LLC (Colorado)
Colorado
$333K -$394K -12,553 -56%
NSAM
437
North Star Asset Management
Wisconsin
$333K
MMG
438
Monetary Management Group
Missouri
$330K +$107K +3,400 +52%
MLL
439
Moody Lynn & Lieberson
Massachusetts
$330K +$311K +9,900 New
BAS
440
Brown Advisory Securities
Maryland
$325K +$22K +700 +8%
SCCM
441
Schafer Cullen Capital Management
New York
$325K +$93.8K +2,990 +44%
FA
442
FCG Advisors
New Jersey
$324K +$56.5K +1,802 +23%
LWAC
443
Laurel Wealth Advisors (California)
California
$323K +$18.8K +600 +7%
BHB
444
Bank Hapoalim BM
Israel
$320K -$18.8K -600 -6%
WSFS
445
Wilmington Savings Fund Society
Delaware
$320K
BlackRock
446
BlackRock
New York
$319K -$8.47M -269,944 -97%
WP
447
WealthPLAN Partners
Nebraska
$314K +$272K +8,678 +1,163%
FG
448
Fiduciary Group
Georgia
$311K -$12.5K -400 -4%
LBC
449
Lowe Brockenbrough & Co
Virginia
$310K
B
450
Bailard
California
$308K +$290K +9,230 New

BX Hedge Fund Activity: Q2 2017 in Review

608 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Blackstone (BX) for Q2 2017, worth a combined $10B — up 13% from $8.87B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new BX positions and 39 closed out — a net gain of 54 holders — while 248 added to existing stakes and 157 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $233M. The largest seller was ING Group, exiting entirely with an estimated $293M sold.

  • 608 institutional investors held Blackstone (BX) as of Q2 2017, up from 560 in Q1 2017.
  • Funds reported $10B of Blackstone stock for Q2 2017, up 13% quarter-over-quarter.
  • 93 funds opened new Blackstone positions in Q2 2017 and 39 closed out, a net change of +54 holders.
  • The largest Blackstone buyer in Q2 2017 was Janus Henderson Group, an estimated $233M added.
  • The largest Blackstone seller in Q2 2017 was ING Group, an estimated $293M sold.

Based on aggregated 13F filings for Q2 2017.