Blackstone
623 hedge funds and large institutions have $9.79B invested in Blackstone in 2017 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 233 increasing their positions, 197 reducing their positions, and 35 closing their positions.
63% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 35
18% more repeat investments, than reductions
Existing positions increased: 233 | Existing positions reduced: 197
3% more funds holding in top 10
Funds holding in top 10: 32 → 33 (+1)
2% more funds holding
Funds holding: 608 → 623 (+15)
2% less capital invested
Capital invested by funds: $10B → $9.79B (-$228M)
5% less call options, than puts
Call options by funds: $578M | Put options by funds: $610M
3.9% less ownership
Funds ownership: 49.3% → 45.41% (-3.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$79M |
| 2 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
+$60.2M |
| 3 |
JP Morgan Chase
New York
|
+$49.1M |
| 4 |
Neuberger Berman Group
New York
|
+$36.8M |
| 5 |
Select Equity Group
New York
|
+$36.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$214M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$63.2M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$44.5M |
| 4 |
Goldman Sachs
New York
|
-$36.3M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
-$29.5M |
BX Hedge Fund Activity: Q3 2017 in Review
623 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Blackstone (BX) for Q3 2017, worth a combined $9.79B — down 2.3% from $10B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new BX positions and 35 closed out — a net gain of 22 holders — while 233 added to existing stakes and 197 trimmed.
The largest buyer was Capital World Investors, adding an estimated $79M. The largest seller was Fidelity Investments, cutting an estimated $214M.
- 623 institutional investors held Blackstone (BX) as of Q3 2017, up from 608 in Q2 2017.
- Funds reported $9.79B of Blackstone stock for Q3 2017, down 2.3% quarter-over-quarter.
- 57 funds opened new Blackstone positions in Q3 2017 and 35 closed out, a net change of +22 holders.
- The largest Blackstone buyer in Q3 2017 was Capital World Investors, an estimated $79M added.
- The largest Blackstone seller in Q3 2017 was Fidelity Investments, an estimated $214M sold.
Based on aggregated 13F filings for Q3 2017.