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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
GRP
451
Global Retirement Partners
California
$358K -$10.1K -318 -3%
FFA
452
First Foundation Advisors
California
$356K -$9.1K -286 -3%
AAM
453
AR Asset Management
California
$354K
Fiera Capital (Canada)
454
Fiera Capital (Canada)
Quebec, Canada
$352K
BA
455
Bristol Advisors
Pennsylvania
$351K +$347K +10,900 New
DSC
456
Duncker Streett & Co
Missouri
$350K +$31.8K +1,000 +10%
MLL
457
Moody Lynn & Lieberson
Massachusetts
$349K
CFA
458
Carroll Financial Associates
North Carolina
$348K +$39.1K +1,228 +13%
WA
459
WBH Advisory
Maryland
$345K -$5.86K -184 -2%
SF
460
Synovus Financial
Georgia
$345K +$27.8K +875 +9%
FNBT
461
FineMark National Bank & Trust
Florida
$345K +$86.2K +2,708 +34%
LBC
462
Lowe Brockenbrough & Co
Virginia
$344K +$25.5K +800 +8%
WWM
463
Windsor Wealth Management
Indiana
$342K -$41.4K -1,300 -11%
FBC
464
Fairfield, Bush & Co
Connecticut
$341K -$115K -3,600 -25%
AWA
465
Acorn Wealth Advisors
Michigan
$340K +$3.37K +106 +1%
RMDI
466
R.M. Davis Inc
Maine
$338K -$31.8K -1,000 -9%
DLG
467
Daniel L. Goodwin
$338K +$15.9K +500 +5%
MNBTD
468
Moody National Bank Trust Division
Texas
$332K
GIA
469
Granite Investment Advisors
New Hampshire
$328K -$2.08M -65,268 -86%
BCM
470
Bluefin Capital Management
New York
$326K -$111K -3,480 -26%
NFG
471
Next Financial Group
Texas
$325K -$130K -4,086 -29%
GHCM
472
Glen Harbor Capital Management
California
$323K +$320K +10,052 New
DZ Bank
473
DZ Bank
Germany
$322K -$3.18K -100 -1%
CRC
474
Curi RMB Capital
Illinois
$322K
DLHL
475
Donald L. Hagan LLC
Florida
$322K

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.