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Blackstone

669 hedge funds and large institutions have $10.5B invested in Blackstone in 2018 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 234 increasing their positions, 222 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more call options, than puts

Call options by funds: $543M | Put options by funds: $417M

5% more repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 222

2% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 56

0% more capital invested

Capital invested by funds: $10.5B → $10.5B (+$6.39M)

0% less funds holding

Funds holding: 672669 (-3)

0.69% less ownership

Funds ownership: 49.81%49.13% (-0.69%)

4% less funds holding in top 10

Funds holding in top 10: 2625 (-1)

Holders
669
Holders Change
-3
Holders Change %
-0.45%
% of All Funds
15.32%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.57%
New
57
Increased
234
Reduced
222
Closed
56
Calls
$543M
Puts
$417M
Net Calls
+$126M
Net Calls Change
+$77M
Name Holding Trade Value Shares
Change
Change in
Stake
BFS
501
Bradley Foster & Sargent
Connecticut
$281K +$63.6K +2,000 +30%
HH
502
Hilltop Holdings
Texas
$273K -$274K -8,610 -50%
DAC
503
Dividend Assets Capital
South Carolina
$273K
MGIA
504
Moneta Group Investment Advisors
Missouri
$273K
Cerity Partners
505
Cerity Partners
New York
$273K +$6.78K +213 +3%
OWD
506
Osborn Williams & Donohoe
Ohio
$273K +$9.55K +300 +4%
SAM
507
Security Asset Management
New York
$269K
FA
508
FCG Advisors
New Jersey
$267K -$4.74K -149 -2%
KWM
509
Kingsview Wealth Management
Oregon
$267K +$350 +11 +0.1%
DWM
510
Dakota Wealth Management
Florida
$266K +$263K +8,275 New
BS
511
Boenning & Scattergood
Pennsylvania
$263K +$260K +8,163 New
CCA
512
Clearwater Capital Advisors
Illinois
$262K
EWM
513
Edge Wealth Management
New York
$261K +$255K +8,000 +8,000%
FANJ
514
Financial Architects (New Jersey)
New Jersey
$258K
EA
515
Evanston Advisors
Illinois
$257K
GP
516
Girard Partners
Pennsylvania
$257K +$22.9K +720 +10%
MCIM
517
Meadow Creek Investment Management
Georgia
$254K +$251K +7,898 New
CCT
518
Capital City Trust
Florida
$251K +$248K +7,803 New
GG
519
Gofen & Glossberg
Illinois
$247K -$3.5K -110 -1%
AAM
520
American Asset Management
Florida
$246K +$243K +7,645 New
TSS
521
Two Sigma Securities
New York
$245K -$279K -8,767 -54%
CIA
522
Capital Investment Advisors
Georgia
$245K -$1.21K -38 -0.5%
RIM
523
Regent Investment Management
Kentucky
$241K -$31.8K -1,000 -12%
FNBSF
524
First National Bank Sioux Falls
South Dakota
$241K
TFCP
525
Twin Focus Capital Partners
Massachusetts
$241K

BX Hedge Fund Activity: Q2 2018 in Review

669 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Blackstone (BX) for Q2 2018, worth a combined $10.5B — up 0.06% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new BX positions and 56 closed out — a net gain of 1 holder — while 234 added to existing stakes and 222 trimmed.

The largest buyer was UBS Group, adding an estimated $182M. The largest seller was Fidelity Investments, cutting an estimated $308M.

  • 669 institutional investors held Blackstone (BX) as of Q2 2018, down from 672 in Q1 2018.
  • Funds reported $10.5B of Blackstone stock for Q2 2018, up 0.06% quarter-over-quarter.
  • 57 funds opened new Blackstone positions in Q2 2018 and 56 closed out, a net change of +1 holder.
  • The largest Blackstone buyer in Q2 2018 was UBS Group, an estimated $182M added.
  • The largest Blackstone seller in Q2 2018 was Fidelity Investments, an estimated $308M sold.

Based on aggregated 13F filings for Q2 2018.