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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
Mercer Global Advisors
526
Mercer Global Advisors
Colorado
$520K +$155K +3,185 +43%
WWM
527
Windsor Wealth Management
Indiana
$519K +$3.07K +63 +0.6%
DLG
528
Daniel L. Goodwin
$514K
VWM
529
Valley Wealth Managers
New Jersey
$514K +$263K +5,400 +105%
CP
530
Camelot Portfolios
Ohio
$512K +$634 +13 +0.1%
SC
531
Sepio Capital
Utah
$508K +$115K +2,360 +29%
TCPWM
532
Traverso Chambers Private Wealth Management
California
$504K +$11K +226 +2%
BFM
533
Boston Financial Management
Massachusetts
$503K +$132K +2,700 +36%
SWM
534
Segment Wealth Management
Texas
$497K
WWM
535
Western Wealth Management
Colorado
$495K +$1.12K +23 +0.2%
LC
536
Loews Corp
New York
$493K
FCM
537
Flinton Capital Management
Pennsylvania
$492K -$136K -2,784 -22%
FAT
538
First American Trust
California
$491K +$490K +10,050 New
MCM
539
MAI Capital Management
Ohio
$490K -$114K -2,339 -19%
DZ Bank
540
DZ Bank
Germany
$488K
APCM
541
Arbiter Partners Capital Management
New York
$488K
PCC
542
Park Circle Company
Maryland
$488K
CFB
543
Cullen/Frost Bankers
Texas
$488K +$19.5K +400 +4%
FANJ
544
Financial Architects (New Jersey)
New Jersey
$488K +$487K +9,984 New
EPA
545
Element Pointe Advisors
Florida
$487K -$81K -1,660 -14%
DSC
546
Duncker Streett & Co
Missouri
$487K +$4.88K +100 +1%
MPI
547
Mairs & Power Inc
Minnesota
$486K -$124K -2,550 -20%
XS
548
XR Securities
Illinois
$482K -$862K -17,670 -64%
BCA
549
Bay Colony Advisors
Massachusetts
$482K +$481K +9,862 New
DWA
550
Douglass Winthrop Advisors
New York
$479K

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.