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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
Citigroup
26
Citigroup
New York
$129M +$90.1M +1,847,077 +230%
WRF
27
Waddell & Reed Financial
Kansas
$123M -$76M -1,558,013 -38%
Legal & General Group
28
Legal & General Group
United Kingdom
$111M +$15.8M +324,416 +17%
HCM
29
HMI Capital Management
California
$107M -$29.3M -600,000 -21%
D.E. Shaw & Co
30
D.E. Shaw & Co
New York
$101M +$101M +2,063,790 New
CIC
31
Chilton Investment Company
Connecticut
$94.1M +$19.7M +404,407 +27%
RJA
32
Raymond James & Associates
Florida
$91.2M +$28.6M +585,848 +46%
GAM
33
GVO Asset Management
Switzerland
$90.8M +$90.7M +1,858,790 New
Northern Trust
34
Northern Trust
Illinois
$87.3M +$84.4M +1,729,662 +3,028%
Westfield Capital Management
35
Westfield Capital Management
Massachusetts
$86.1M +$86M +1,763,111 New
Russell Investments Group
36
Russell Investments Group
United Kingdom
$83.4M +$70.5M +1,444,584 +554%
EWM
37
Evercore Wealth Management
New York
$83.2M -$1.39M -28,573 -2%
Mackenzie Financial
38
Mackenzie Financial
Ontario, Canada
$78.5M +$78.4M +1,607,125 New
UIM
39
USS Investment Management
United Kingdom
$74.3M +$74.2M +1,521,122 New
Select Equity Group
40
Select Equity Group
New York
$70.2M -$49.2M -1,008,298 -41%
CAM
41
Cacti Asset Management
Georgia
$69.3M -$84.1K -1,725 -0.1%
DLA
42
Douglas Lane & Associates
New York
$67.4M +$3.93M +80,631 +6%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$66.9M +$19.6M +402,594 +42%
Charles Schwab
44
Charles Schwab
California
$65M +$64.9M +1,331,026 New
HighTower Advisors
45
HighTower Advisors
Illinois
$63.1M +$63M +1,291,332 New
MG
46
Markel Group
Virginia
$58.9M
CS
47
Credit Suisse
Switzerland
$52.6M -$277M -5,681,068 -84%
JMPWA
48
JP Morgan Private Wealth Advisors
California
$50.1M +$50M +1,025,551 New
Bank of New York Mellon
49
Bank of New York Mellon
New York
$48.2M +$41.2M +845,532 +601%
WJWM
50
Williams Jones Wealth Management
New York
$45.9M +$45.8M +939,793 New

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.