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Blackstone

608 hedge funds and large institutions have $10B invested in Blackstone in 2017 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 248 increasing their positions, 157 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 39

58% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 157

19% more funds holding in top 10

Funds holding in top 10: 2732 (+5)

13% more capital invested

Capital invested by funds: $8.87B → $10B (+$1.14B)

9% more funds holding

Funds holding: 560608 (+48)

4% more call options, than puts

Call options by funds: $506M | Put options by funds: $484M

1.6% less ownership

Funds ownership: 50.9%49.3% (-1.6%)

Holders
608
Holders Change
+48
Holders Change %
+8.57%
% of All Funds
15.16%
Holding in Top 10
32
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+18.52%
% of All Funds
0.8%
New
93
Increased
248
Reduced
157
Closed
39
Calls
$506M
Puts
$484M
Net Calls
+$21.4M
Net Calls Change
+$145M
Name Holding Trade Value Shares
Change
Change in
Stake
PSUF
501
People's United Financial
Connecticut
$224K
BAM
502
Brave Asset Management
New Jersey
$223K -$31.4K -1,000 -13%
MSFP
503
Mark Sheptoff Financial Planning
Connecticut
$223K -$31 -1 -0%
BFO
504
Boston Family Office
Massachusetts
$222K +$209K +6,670 New
DA
505
Doliver Advisors
Texas
$220K +$207K +6,590 New
GP
506
Girard Partners
Pennsylvania
$219K +$206K +6,555 New
RIM
507
Regent Investment Management
Kentucky
$217K +$204K +6,500 New
Truist Financial
508
Truist Financial
North Carolina
$217K +$204K +6,500 New
CAAS
509
Capital Asset Advisory Services
Michigan
$216K +$204K +6,500 New
FM
510
Forward Management
California
$213K
BFS
511
Bradley Foster & Sargent
Connecticut
$213K +$200K +6,375 New
ORI
512
Oak Ridge Investments
Illinois
$211K +$198K +6,321 New
GWS
513
Glassman Wealth Services
Virginia
$206K -$95.3K -3,039 -33%
WPP
514
Whalerock Point Partners
Rhode Island
$205K +$193K +6,153 New
Lazard Asset Management
515
Lazard Asset Management
New York
$200K
MCA
516
Mercer Capital Advisers
New Jersey
$200K +$94.1K +3,000 +100%
SG
517
Somerset Group
Minnesota
$200K +$188K +6,000 New
PK
518
Pflug Koory
Nebraska
$198K
PCA
519
Peddock Capital Advisors
Massachusetts
$187K +$176K +5,610 New
RFS
520
Rockefeller Financial Services
New York
$185K -$14.3K -455 -8%
BRC
521
Bell Rock Capital
Delaware
$183K +$173K +5,500 New
HNB
522
Huntington National Bank
Ohio
$178K -$9.41K -300 -5%
IIC
523
Integrated Investment Consultants
Michigan
$170K +$59.6K +1,900 +59%
PFO
524
Pathstone Family Office
New Jersey
$167K +$157K +5,000 New
JFA
525
JNBA Financial Advisors
Minnesota
$138K

BX Hedge Fund Activity: Q2 2017 in Review

608 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Blackstone (BX) for Q2 2017, worth a combined $10B — up 13% from $8.87B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new BX positions and 39 closed out — a net gain of 54 holders — while 248 added to existing stakes and 157 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $233M. The largest seller was ING Group, exiting entirely with an estimated $293M sold.

  • 608 institutional investors held Blackstone (BX) as of Q2 2017, up from 560 in Q1 2017.
  • Funds reported $10B of Blackstone stock for Q2 2017, up 13% quarter-over-quarter.
  • 93 funds opened new Blackstone positions in Q2 2017 and 39 closed out, a net change of +54 holders.
  • The largest Blackstone buyer in Q2 2017 was Janus Henderson Group, an estimated $233M added.
  • The largest Blackstone seller in Q2 2017 was ING Group, an estimated $293M sold.

Based on aggregated 13F filings for Q2 2017.