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Blackstone

638 hedge funds and large institutions have $13.9B invested in Blackstone in 2019 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 197 increasing their positions, 215 reducing their positions, and 162 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more funds holding in top 10

Funds holding in top 10: 2940 (+11)

27% more capital invested

Capital invested by funds: $10.9B → $13.9B (+$2.98B)

0.14% more ownership

Funds ownership: 47.21%47.35% (+0.14%)

2% less call options, than puts

Call options by funds: $650M | Put options by funds: $664M

8% less repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 215

13% less funds holding

Funds holding: 731638 (-93)

50% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 162

Holders
638
Holders Change
-93
Holders Change %
-12.72%
% of All Funds
13.86%
Holding in Top 10
40
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+37.93%
% of All Funds
0.87%
New
81
Increased
197
Reduced
215
Closed
162
Calls
$650M
Puts
$664M
Net Calls
-$14.7M
Net Calls Change
-$117M
Name Holding Trade Value Shares
Change
Change in
Stake
FPFS
501
First Personal Financial Services
North Carolina
$267K -$82.6K -2,070 -26%
ACM
502
Alethea Capital Management
Washington
$267K
MCA
503
Mercer Capital Advisers
New Jersey
$267K
SG
504
Somerset Group
Minnesota
$267K
Lazard Asset Management
505
Lazard Asset Management
New York
$266K
FT
506
Fiduciary Trust
Massachusetts
$260K +$234K +5,868 New
FPGK
507
Financial Partners Group (Kansas)
Kansas
$259K -$47.1K -1,180 -17%
BS
508
Boenning & Scattergood
Pennsylvania
$258K -$79.2K -1,987 -25%
AT
509
Arden Trust
Delaware
$258K
MC
510
Mathes Company
New York
$258K
NWP
511
Northstar Wealth Partners
Connecticut
$257K
PAG
512
Pinnacle Advisory Group
Maryland
$257K
JCM
513
Janney Capital Management
Pennsylvania
$255K
PFGIA
514
Patriot Financial Group Insurance Agency
Massachusetts
$252K +$120 +3 +0.1%
GWM
515
Graybill Wealth Management
Illinois
$244K +$219K +5,500 New
FNT
516
First National Trust
Pennsylvania
$243K +$218K +5,458 New
ATFA
517
All Terrain Financial Advisors
Minnesota
$239K -$11.4K -287 -5%
AWM
518
AE Wealth Management
Kansas
$238K +$214K +5,363 New
DHFB
519
Dixon Hubard Feinour & Brown
Virginia
$235K +$211K +5,300 New
American Century Companies
520
American Century Companies
Missouri
$234K -$104K -2,598 -33%
CCA
521
Catalyst Capital Advisors
New York
$233K
GEA
522
Glen Eagle Advisors
New Jersey
$233K +$209K +5,235 New
EM
523
ELCO Management
New York
$231K +$207K +5,200 New
VWM
524
Valley Wealth Managers
New Jersey
$228K -$243K -6,100 -54%
LA
525
LexAurum Advisors
Kansas
$227K +$204K +5,104 New

BX Hedge Fund Activity: Q2 2019 in Review

638 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Blackstone (BX) for Q2 2019, worth a combined $13.9B — up 27% from $10.9B a quarter earlier.

Sellers outnumbered buyers: 162 funds closed out of BX and 81 opened new positions — a net loss of 81 holders — while 215 trimmed existing stakes and 197 added.

The largest buyer was Capital International Investors, opening a new position worth an estimated $472M. The largest seller was Bank of Montreal, cutting an estimated $367M.

  • 638 institutional investors held Blackstone (BX) as of Q2 2019, down from 731 in Q1 2019.
  • Funds reported $13.9B of Blackstone stock for Q2 2019, up 27% quarter-over-quarter.
  • 81 funds opened new Blackstone positions in Q2 2019 and 162 closed out, a net change of -81 holders.
  • The largest Blackstone buyer in Q2 2019 was Capital International Investors, an estimated $472M added.
  • The largest Blackstone seller in Q2 2019 was Bank of Montreal, an estimated $367M sold.

Based on aggregated 13F filings for Q2 2019.