Blackstone
701 hedge funds and large institutions have $12.6B invested in Blackstone in 2018 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 237 increasing their positions, 211 reducing their positions, and 44 closing their positions.
82% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 44
46% more call options, than puts
Call options by funds: $665M | Put options by funds: $455M
20% more capital invested
Capital invested by funds: $10.5B → $12.6B (+$2.08B)
12% more repeat investments, than reductions
Existing positions increased: 237 | Existing positions reduced: 211
8% more funds holding in top 10
Funds holding in top 10: 25 → 27 (+2)
5% more funds holding
Funds holding: 669 → 701 (+32)
0.08% more ownership
Funds ownership: 49.13% → 49.21% (+0.08%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$121M |
| 2 |
JP Morgan Chase
New York
|
+$106M |
| 3 |
Capital International Investors
Los Angeles,
California
|
+$78.5M |
| 4 |
IG
ING Group
Amsterdam,
Netherlands
|
+$51.7M |
| 5 |
N
Natixis
Paris,
France
|
+$37.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$176M |
| 2 |
FMI
Factory Mutual Insurance
Waltham,
Massachusetts
|
-$45.7M |
| 3 |
Parallax Volatility Advisers
San Francisco,
California
|
-$43.8M |
| 4 |
AU
Algebris (UK)
London,
United Kingdom
|
-$40.8M |
| 5 |
CFM
Coronation Fund Managers
Cape Town,
South Africa
|
-$29.4M |
BX Hedge Fund Activity: Q3 2018 in Review
701 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Blackstone (BX) for Q3 2018, worth a combined $12.6B — up 20% from $10.5B a quarter earlier.
Buyers outnumbered sellers: 80 funds opened new BX positions and 44 closed out — a net gain of 36 holders — while 237 added to existing stakes and 211 trimmed.
The largest buyer was Bank of Montreal, adding an estimated $121M. The largest seller was Fidelity Investments, cutting an estimated $176M.
- 701 institutional investors held Blackstone (BX) as of Q3 2018, up from 669 in Q2 2018.
- Funds reported $12.6B of Blackstone stock for Q3 2018, up 20% quarter-over-quarter.
- 80 funds opened new Blackstone positions in Q3 2018 and 44 closed out, a net change of +36 holders.
- The largest Blackstone buyer in Q3 2018 was Bank of Montreal, an estimated $121M added.
- The largest Blackstone seller in Q3 2018 was Fidelity Investments, an estimated $176M sold.
Based on aggregated 13F filings for Q3 2018.