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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
WT
426
Whittier Trust
California
$421K
ANRIA
427
American National Registered Investment Advisor
Texas
$418K
PCM
428
Palisade Capital Management
New Jersey
$410K -$362K -11,375 -47%
SAM
429
Silvercrest Asset Management
New York
$407K -$11.1K -350 -3%
ECM
430
Element Capital Management
New York
$405K +$401K +12,602 New
CHA
431
Cedar Hill Associates
Illinois
$404K
STA
432
Summit Trail Advisors
New York
$402K
HCM
433
Hilton Capital Management
New York
$401K
DP
434
Dearborn Partners
Illinois
$396K
MRCM
435
M&R Capital Management
New Jersey
$393K -$59.7K -1,875 -13%
Bessemer Group
436
Bessemer Group
New Jersey
$393K +$10.1K +317 +3%
EP
437
Elkfork Partners
Oregon
$393K +$388K +12,206 New
VWM
438
Valley Wealth Managers
New Jersey
$392K -$9.55K -300 -2%
DW
439
Domani Wealth
Pennsylvania
$391K
FAT
440
First American Trust
California
$391K
American Century Companies
441
American Century Companies
Missouri
$391K +$147K +4,631 +62%
FIB
442
First Interstate Bank
Montana
$388K
NJBEST
443
New Jersey Better Educational Savings Trust
New Jersey
$386K
FAIM
444
Financial Advocates Investment Management
Washington
$384K -$350K -10,990 -49%
FFWA
445
FRG Family Wealth Advisors
Washington
$382K -$65.1K -2,047 -15%
FPFS
446
First Personal Financial Services
North Carolina
$374K
HK
447
Horizon Kinetics
New York
$372K
JWBC
448
J.W. Burns & Co
New York
$366K +$10K +315 +3%
GAM
449
Guinness Asset Management
United Kingdom
$365K
BIM
450
Baldwin Investment Management
Pennsylvania
$364K -$31.8K -1,000 -8%

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.