We are live on ! Find out more
BX icon

Blackstone

638 hedge funds and large institutions have $13.9B invested in Blackstone in 2019 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 197 increasing their positions, 215 reducing their positions, and 162 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more funds holding in top 10

Funds holding in top 10: 2940 (+11)

27% more capital invested

Capital invested by funds: $10.9B → $13.9B (+$2.98B)

0.14% more ownership

Funds ownership: 47.21%47.35% (+0.14%)

2% less call options, than puts

Call options by funds: $650M | Put options by funds: $664M

8% less repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 215

13% less funds holding

Funds holding: 731638 (-93)

50% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 162

Holders
638
Holders Change
-93
Holders Change %
-12.72%
% of All Funds
13.86%
Holding in Top 10
40
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+37.93%
% of All Funds
0.87%
New
81
Increased
197
Reduced
215
Closed
162
Calls
$650M
Puts
$664M
Net Calls
-$14.7M
Net Calls Change
-$117M
Name Holding Trade Value Shares
Change
Change in
Stake
SWMG
451
Strategic Wealth Management Group
Maryland
$401K -$18.6K -467 -5%
CPA
452
Cowen Prime Advisors
New York
$400K -$55.8K -1,400 -13%
Man Group
453
Man Group
United Kingdom
$399K -$9.1M -228,113 -96%
BOH
454
Bank of Hawaii
Hawaii
$399K -$59.8K -1,500 -14%
SIA
455
Sit Investment Associates
Minnesota
$395K
HH
456
Hilltop Holdings
Texas
$393K -$838 -21 -0.2%
B
457
Bailard
California
$388K +$29.8K +747 +9%
SDAM
458
Shulman DeMeo Asset Management
New York
$385K -$43.3K -1,085 -11%
FTIOP
459
Fiduciary Trust International of Pennsylvania
Pennsylvania
$380K -$43.5K -1,090 -11%
BP
460
BBR Partners
New York
$377K -$194K -4,872 -36%
TRAM
461
Tuscan Ridge Asset Management
Illinois
$373K +$335K +8,400 New
Lido Advisors
462
Lido Advisors
California
$371K +$50.4K +1,263 +18%
NL
463
NWAM LLC
Washington
$369K +$43.4K +1,089 +15%
NA
464
NewEdge Advisors
Louisiana
$367K +$60.6K +1,519 +22%
FA
465
FCG Advisors
New Jersey
$364K -$4.75K -119 -1%
NFG
466
Next Financial Group
Texas
$361K +$179K +4,485 +123%
DWM
467
Dakota Wealth Management
Florida
$360K -$18.3K -458 -5%
RRAM
468
River Road Asset Management
Kentucky
$358K -$223K -5,598 -41%
SC
469
Sepio Capital
Utah
$358K
OWD
470
Osborn Williams & Donohoe
Ohio
$355K
GG
471
Gofen & Glossberg
Illinois
$351K +$31.9K +800 +11%
AC
472
Addison Capital
Pennsylvania
$351K +$315K +7,890 New
BFM
473
Boston Financial Management
Massachusetts
$338K +$19.9K +500 +7%
LBD
474
Landsberg Bennett & Dubbaneh
Florida
$337K +$1.48K +37 +0.5%
HF
475
HRT Financial
New York
$336K +$302K +7,576 New

BX Hedge Fund Activity: Q2 2019 in Review

638 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Blackstone (BX) for Q2 2019, worth a combined $13.9B — up 27% from $10.9B a quarter earlier.

Sellers outnumbered buyers: 162 funds closed out of BX and 81 opened new positions — a net loss of 81 holders — while 215 trimmed existing stakes and 197 added.

The largest buyer was Capital International Investors, opening a new position worth an estimated $472M. The largest seller was Bank of Montreal, cutting an estimated $367M.

  • 638 institutional investors held Blackstone (BX) as of Q2 2019, down from 731 in Q1 2019.
  • Funds reported $13.9B of Blackstone stock for Q2 2019, up 27% quarter-over-quarter.
  • 81 funds opened new Blackstone positions in Q2 2019 and 162 closed out, a net change of -81 holders.
  • The largest Blackstone buyer in Q2 2019 was Capital International Investors, an estimated $472M added.
  • The largest Blackstone seller in Q2 2019 was Bank of Montreal, an estimated $367M sold.

Based on aggregated 13F filings for Q2 2019.