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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
HCM
451
Highlander Capital Management
New Jersey
$813K -$178K -3,650 -18%
HCM
452
HGI Capital Management
New York
$801K
PA
453
Parallel Advisors
California
$788K +$130K +2,668 +20%
KCM
454
Karp Capital Management
California
$780K -$38.8K -795 -5%
SCM
455
Suvretta Capital Management
New York
$777K -$717K -14,700 -48%
CH
456
Canton Hathaway
Rhode Island
$777K
LFAS
457
Level Four Advisory Services
Texas
$777K +$5.61K +115 +0.7%
AWA
458
Arete Wealth Advisors
Illinois
$775K +$92.3K +1,893 +14%
CCM
459
Covington Capital Management
California
$772K +$771K +15,800 New
RG
460
Rikoon Group
New Mexico
$764K +$763K +15,650 New
BF
461
BOK Financial
Oklahoma
$763K +$176K +3,601 +30%
AT
462
Arden Trust
Delaware
$754K +$470K +9,633 +166%
FPS
463
Fieldpoint Private Securities
Connecticut
$753K -$4.39K -90 -0.6%
First Manhattan
464
First Manhattan
New York
$740K +$21.2K +434 +3%
SA
465
Sicart Associates
New York
$737K +$736K +15,100 New
FPB
466
First PREMIER Bank
South Dakota
$733K
IAMOG
467
Investors Asset Management of Georgia
Georgia
$718K +$717K +14,695 New
HEIP
468
Hudson Edge Investment Partners
New Jersey
$713K -$32.4K -665 -4%
CI Investments Inc
469
CI Investments Inc
Ontario, Canada
$698K +$697K +14,296 New
CFA
470
Carroll Financial Associates
North Carolina
$696K +$17.7K +362 +3%
AF
471
Advisornet Financial
Minnesota
$693K -$121K -2,474 -15%
SBIA
472
Sheaff Brock Investment Advisors
Indiana
$690K +$689K +14,124 New
FMBTD
473
First Midwest Bank Trust Division
Illinois
$689K -$75.5K -1,549 -10%
KA
474
Klingman & Associates
New York
$687K +$686K +14,065 New
SRCM
475
Swift Run Capital Management
Virginia
$684K

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.