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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
Wells Fargo
26
Wells Fargo
California
$95.2M -$21.6M -677,847 -19%
HCM
27
HMI Capital Management
California
$95.1M +$5.09M +160,000 +6%
Parallax Volatility Advisers
28
Parallax Volatility Advisers
California
$94.7M -$16.8M -527,959 -15%
FCIM
29
Fairview Capital Investment Management
California
$92.9M +$15M +472,500 +20%
FAM
30
Fred Alger Management
New York
$86.4M -$17.7M -555,474 -17%
AU
31
Algebris (UK)
United Kingdom
$71.4M +$27.4M +860,065 +63%
CIBC Private Wealth Group
32
CIBC Private Wealth Group
Georgia
$62.9M +$71.6K +2,250 +0.1%
TA
33
Teachers Advisors
New York
$62.4M +$20.3M +637,739 +49%
Ameriprise
34
Ameriprise
Minnesota
$57.7M -$613K -19,272 -1%
Legal & General Group
35
Legal & General Group
United Kingdom
$55.7M +$2.68M +84,167 +5%
CWM
36
Cornerstone Wealth Management
Missouri
$55.7M +$57M +1,792,420 +3,337%
CFM
37
Coronation Fund Managers
South Africa
$55.5M -$8.22M -258,383 -13%
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$53.9M -$5.63M -176,826 -10%
State of New Jersey Common Pension Fund D
39
State of New Jersey Common Pension Fund D
New Jersey
$51.5M
EWM
40
Evercore Wealth Management
New York
$50.2M +$4M +125,645 +9%
FMI
41
Factory Mutual Insurance
Massachusetts
$45.7M
GTP
42
Global Thematic Partners
New York
$44.7M -$12.4M -388,732 -22%
HighTower Advisors
43
HighTower Advisors
Illinois
$44.2M +$955K +30,015 +2%
TCIM
44
TIAA CREF Investment Management
New York
$43.4M +$13M +407,708 +43%
Russell Investments Group
45
Russell Investments Group
United Kingdom
$42.1M -$83.8M -2,633,042 -98%
CAM
46
Cacti Asset Management
Georgia
$41.6M +$74.1K +2,328 +0.2%
RJA
47
Raymond James & Associates
Florida
$40.9M +$119K +3,740 +0.3%
DLA
48
Douglas Lane & Associates
New York
$40.1M +$591K +18,565 +2%
CIC
49
Chilton Investment Company
Connecticut
$38.2M +$9.89M +310,753 +35%
HSBC Holdings
50
HSBC Holdings
United Kingdom
$36.2M +$10.9M +343,428 +44%

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.