Blackstone
672 hedge funds and large institutions have $10.5B invested in Blackstone in 2018 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 268 increasing their positions, 190 reducing their positions, and 48 closing their positions.
77% more first-time investments, than exits
New positions opened: 85 | Existing positions closed: 48
41% more repeat investments, than reductions
Existing positions increased: 268 | Existing positions reduced: 190
5% more funds holding
Funds holding: 641 → 672 (+31)
9% more call options, than puts
Call options by funds: $611M | Put options by funds: $562M
3% more capital invested
Capital invested by funds: $10.2B → $10.5B (+$286M)
0.84% less ownership
Funds ownership: 50.65% → 49.81% (-0.84%)
4% less funds holding in top 10
Funds holding in top 10: 27 → 26 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$542M |
| 2 |
JP Morgan Chase
New York
|
+$374M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$170M |
| 4 |
Neuberger Berman Group
New York
|
+$122M |
| 5 |
N
Natixis
Paris,
France
|
+$114M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$392M |
| 2 |
Morgan Stanley
New York
|
-$329M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$266M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$145M |
| 5 |
Renaissance Technologies
New York
|
-$62.5M |
BX Hedge Fund Activity: Q1 2018 in Review
672 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Blackstone (BX) for Q1 2018, worth a combined $10.5B — up 2.8% from $10.2B a quarter earlier.
Buyers outnumbered sellers: 85 funds opened new BX positions and 48 closed out — a net gain of 37 holders — while 268 added to existing stakes and 190 trimmed.
The largest buyer was Bank of America, adding an estimated $542M. The largest seller was Bank of Montreal, cutting an estimated $392M.
- 672 institutional investors held Blackstone (BX) as of Q1 2018, up from 641 in Q4 2017.
- Funds reported $10.5B of Blackstone stock for Q1 2018, up 2.8% quarter-over-quarter.
- 85 funds opened new Blackstone positions in Q1 2018 and 48 closed out, a net change of +37 holders.
- The largest Blackstone buyer in Q1 2018 was Bank of America, an estimated $542M added.
- The largest Blackstone seller in Q1 2018 was Bank of Montreal, an estimated $392M sold.
Based on aggregated 13F filings for Q1 2018.