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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
CIA
476
Capital Investment Advisors
Georgia
$683K +$28.2K +578 +4%
IFWM
477
Institute for Wealth Management
Colorado
$681K +$680K +13,941 New
MCIM
478
Meadow Creek Investment Management
Georgia
$677K -$187K -3,828 -22%
BCA
479
Berman Capital Advisors
Georgia
$677K +$7.12K +146 +1%
Macquarie Group
480
Macquarie Group
Australia
$673K +$672K +13,775 New
KWM
481
Kingsview Wealth Management
Oregon
$670K -$200K -4,111 -23%
LW
482
Linscomb Wealth
Texas
$669K +$668K +13,696 New
AAM
483
Augustine Asset Management
Florida
$659K +$659K +13,503 New
Truist Financial
484
Truist Financial
North Carolina
$652K +$117K +2,400 +22%
CCP
485
Corient Capital Partners
California
$650K -$132K -2,700 -17%
PWP
486
Principle Wealth Partners
Connecticut
$647K +$646K +13,250 New
MAA
487
Mraz Amerine & Associates
California
$645K +$644K +13,200 New
CCMD
488
Cypress Capital Management (Delaware)
Delaware
$642K
WP
489
Wedgewood Partners
Missouri
$634K -$36.6K -750 -5%
MA
490
MONECO Advisors
Connecticut
$615K +$47.3K +969 +8%
PCM
491
Palisade Capital Management
New Jersey
$615K +$615K +12,610 New
DAC
492
Dividend Assets Capital
South Carolina
$613K
FG
493
Fiduciary Group
Georgia
$612K -$97.5K -2,000 -14%
SWA
494
Stratos Wealth Advisors
Ohio
$612K +$611K +12,533 New
DW
495
Domani Wealth
Pennsylvania
$612K +$611K +12,537 New
PAWC
496
P.A.W. Capital
Connecticut
$611K -$122K -2,500 -17%
GVAG
497
Great Valley Advisor Group
Delaware
$609K +$278K +5,696 +84%
CAM
498
Cresset Asset Management
Illinois
$609K +$608K +12,469 New
AAS
499
Avantax Advisory Services
Texas
$602K +$55.2K +1,131 +10%
Luther King Capital Management (LKCM)
500
Luther King Capital Management (LKCM)
Texas
$596K +$595K +12,200 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.