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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
SAM
526
Seelaus Asset Management
New Jersey
$240K
FPGK
527
Financial Partners Group (Kansas)
Kansas
$237K -$10.5K -329 -4%
BCA
528
Bray Capital Advisors
Florida
$236K
JA
529
JOYN Advisors
Georgia
$236K +$92.4K +2,903 +66%
AG
530
Aperio Group
California
$234K -$84.1K -2,643 -27%
AF
531
Advisornet Financial
Minnesota
$234K +$42.2K +1,325 +22%
GEA
532
Glen Eagle Advisors
New Jersey
$232K
CIC
533
Chase Investment Counsel
Virginia
$227K +$2.74K +86 +1%
SWA
534
SFMG Wealth Advisors
Texas
$227K +$225K +7,059 New
KTC
535
Kistler-Tiffany Companies
Pennsylvania
$225K
KC
536
KHP Capital
Oklahoma
$224K +$63.6K +2,000 +40%
NWP
537
Northstar Wealth Partners
Connecticut
$223K +$222K +6,962 New
Envestnet Asset Management
538
Envestnet Asset Management
Illinois
$221K +$13.8K +434 +7%
SCM
539
Sterneck Capital Management
Missouri
$218K
NL
540
NWAM LLC
Washington
$216K +$214K +6,711 New
BWA
541
BDO Wealth Advisors
Florida
$215K +$59.9K +1,883 +39%
ATIA
542
American Trust Investment Advisors
New Hampshire
$212K
RE
543
RBC Europe
United Kingdom
$210K +$2.07K +65 +1%
WA
544
Wasatch Advisors
Utah
$209K -$2.57M -80,892 -93%
FM
545
Forward Management
California
$206K -$672K -21,118 -77%
CG
546
Caprock Group
Idaho
$203K -$35K -1,100 -15%
SWA
547
Sutton Wealth Advisors
Florida
$193K +$37.7K +1,186 +25%
Lazard Asset Management
548
Lazard Asset Management
New York
$193K
MCA
549
Mercer Capital Advisers
New Jersey
$193K
PH
550
Pinnacle Holdings
Oklahoma
$193K +$29.8K +935 +19%

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.