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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
ATIA
526
American Trust Investment Advisors
New Hampshire
$227K +$204K +5,105 New
JCM
527
Jacobi Capital Management
Pennsylvania
$226K +$21.3K +533 +12%
AWS
528
AJ Wealth Strategies
New York
$223K -$207K -5,191 -51%
FFA
529
First Foundation Advisors
California
$222K +$199K +5,000 New
EFSCE
530
Enterprise Financial Services Corp (EFSC)
Missouri
$220K +$197K +4,949 New
SMFS
531
Squar Milner Financial Services
California
$219K -$169K -4,250 -46%
AA
532
AlphaMark Advisors
Kentucky
$217K +$5.78K +145 +3%
BIA
533
BHK Investment Advisors
Alabama
$213K +$191K +4,800 New
WF
534
Welch & Forbes
Massachusetts
$209K +$187K +4,700 New
WA
535
WealthTrust Axiom
Pennsylvania
$208K +$187K +4,700 New
IF
536
IRON Financial
Illinois
$208K +$237K +5,935 New
APP
537
Avantax Planning Partners
Iowa
$206K +$177K +4,449 New
Fisher Asset Management
538
Fisher Asset Management
Washington
$206K +$185K +4,639 New
WT
539
Washington Trust
Rhode Island
$206K +$185K +4,650 New
KC
540
Kingfisher Capital
North Carolina
$204K +$183K +4,593 New
SCM
541
Southport Capital Management
Tennessee
$204K +$183K +4,600 New
LC
542
Lindbrook Capital
California
$202K +$102K +2,562 +128%
CFD
543
Creative Financial Designs
Indiana
$189K -$16.9K -425 -9%
QFA
544
Quattro Financial Advisors
Texas
$188K +$165K +4,140 New
RWA
545
Ropes Wealth Advisors
Massachusetts
$182K +$79.8K +2,000 +95%
BFEC
546
Benjamin F. Edwards & Company
Missouri
$179K +$126K +3,161 +365%
SCP
547
Syntal Capital Partners
Texas
$169K +$152K +3,818 New
AIM
548
Anchor Investment Management
South Carolina
$160K
SL
549
Salomon & Ludwin
Virginia
$158K +$142K +3,551 New
AIM
550
Advantage Investment Management
Iowa
$151K

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.