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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
KIA
426
KCM Investment Advisors
California
$946K +$78.7K +1,613 +9%
HAG
427
HighPoint Advisor Group
Illinois
$943K -$31.1K -638 -3%
DP
428
Dearborn Partners
Illinois
$939K
FHA
429
Flagship Harbor Advisors
Massachusetts
$933K -$55.1K -1,129 -6%
IMC Chicago
430
IMC Chicago
Illinois
$930K +$929K +19,047 New
RCAG
431
Rehmann Capital Advisory Group
Michigan
$922K +$12.8K +262 +1%
ORI
432
Oak Ridge Investments
Illinois
$921K
SCA
433
Sage Capital Advisors
South Dakota
$916K +$488 +10 +0.1%
AWM
434
Affinity Wealth Management
Delaware
$901K +$900K +18,458 New
HCMT
435
Highland Capital Management (Tennessee)
Tennessee
$886K +$884K +18,135 New
WKWM
436
Walter & Keenan Wealth Management
Indiana
$879K
VCAM
437
Van Cleef Asset Management
Ohio
$879K +$878K +18,000 New
CAPTRUST Financial Advisors
438
CAPTRUST Financial Advisors
North Carolina
$878K -$58.9K -1,208 -6%
WI
439
Wintrust Investments
Illinois
$878K -$6.24K -128 -0.7%
JMH
440
J.M. Hartwell
New York
$868K -$123K -2,525 -12%
GHCM
441
Glen Harbor Capital Management
California
$862K -$238K -4,872 -22%
TW
442
TrinityPoint Wealth
Connecticut
$849K
KeyBank National Association
443
KeyBank National Association
Ohio
$847K
RIA
444
Realta Investment Advisors
Delaware
$845K -$197K -4,030 -19%
Lido Advisors
445
Lido Advisors
California
$845K +$436K +8,944 +107%
BI
446
Bramshill Investments
Florida
$832K -$1.62M -33,122 -66%
WAM
447
Wealthspire Advisors (Maryland)
Maryland
$824K +$822K +16,863 New
BOTW
448
Bank of the West
California
$823K -$45.1K -925 -5%
CCM
449
Coe Capital Management
Illinois
$822K
GHAM
450
Gilman Hill Asset Management
Connecticut
$814K +$813K +16,663 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.