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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
MRCM
501
M&R Capital Management
New Jersey
$594K -$19.5K -400 -3%
SWA
502
SFMG Wealth Advisors
Texas
$593K
DCM
503
Dimension Capital Management
Florida
$588K -$256K -5,257 -30%
LWAC
504
Laurel Wealth Advisors (California)
California
$581K +$55.6K +1,141 +11%
CB
505
Commerce Bank
Missouri
$573K +$572K +11,730 New
BIM
506
Baldwin Investment Management
Pennsylvania
$569K
JIP
507
Jaffetilchin Investment Partners
Florida
$566K +$565K +11,586 New
Chevy Chase Trust
508
Chevy Chase Trust
Maryland
$562K +$561K +11,505 New
SCA
509
Sippican Capital Advisors
Massachusetts
$559K -$123K -2,527 -18%
JWBC
510
J.W. Burns & Co
New York
$559K
SFS
511
Sowell Financial Services
Arkansas
$553K +$552K +11,313 New
Comerica Bank
512
Comerica Bank
Texas
$552K +$100K +2,054 +24%
CA
513
Calton & Associates
Florida
$552K +$551K +11,298 New
GG
514
Gofen & Glossberg
Illinois
$549K +$163K +3,340 +42%
AAM
515
AR Asset Management
California
$537K
Prudential Financial
516
Prudential Financial
New Jersey
$535K +$534K +10,950 New
Fiera Capital (Canada)
517
Fiera Capital (Canada)
Quebec, Canada
$534K
CCM
518
Chickasaw Capital Management
Tennessee
$529K
WA
519
WBH Advisory
Maryland
$528K -$13.7K -280 -3%
AIC
520
Ameritas Investment Company
Nebraska
$528K +$508K +10,423 New
ACM
521
Ashford Capital Management
Delaware
$527K
GIA
522
Granite Investment Advisors
New Hampshire
$526K +$526K +10,780 New
AWA
523
Acorn Wealth Advisors
Michigan
$523K -$51.6K -1,058 -10%
MSAM
524
Moloney Securities Asset Management
Missouri
$522K -$77K -1,579 -13%
YWP
525
YorkBridge Wealth Partners
New York
$522K +$521K +10,688 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.