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Blackstone
BX

560 hedge funds and large institutions have $8.87B invested in Blackstone in 2017 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 236 increasing their positions, 145 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 41

63% more repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 145

29% more funds holding in top 10

Funds holding in top 10: 21 → 27 (+6)

15% more capital invested

Capital invested by funds: $7.72B → $8.87B (+$1.16B)

5% more funds holding

Funds holding: 531 → 560 (+29)

0.93% more ownership

Funds ownership: 49.97% → 50.9% (+0.93%)

26% less call options, than puts

Call options by funds: $355M | Put options by funds: $479M

Holders
560
Holders Change
+29
Holders Change %
+5.46%
% of All Funds
13.94%
Holding in Top 10
27
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+28.57%
% of All Funds
0.67%
New
74
Increased
236
Reduced
145
Closed
41
Calls
$355M
Puts
$479M
Net Calls
-$123M
Net Calls Change
-$493M

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$92.1M
2
JHIU
Janus Henderson Investors US
Colorado
+$77.2M
3
Alkeon Capital Management
Alkeon Capital Management
New York
+$56.4M
4
Morgan Stanley
Morgan Stanley
New York
+$55.9M
5
Citigroup
Citigroup
New York
+$46.7M

Top Sellers

Rank Fund Capital Flow
1
TIM
Thornburg Investment Management
New Mexico
-$155M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$113M
3
N
Natixis
France
-$59.3M
4
JP Morgan Chase
JP Morgan Chase
New York
-$43.3M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$37.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
ARMC
551
American Research & Management Company
Massachusetts
$3K – – –
CB
552
Community Bank
New York
$3K – – –
DAM
553
Delta Asset Management
Tennessee
$3K +$30 +1 +0.9%
WAS
554
Winch Advisory Services
Wisconsin
$3K +$60 +2 +2%
CIM
555
Contravisory Investment Management
Massachusetts
$2K – – –
GWA
556
Guidant Wealth Advisors
Illinois
$2K – – –
HR
557
Howe & Rusling
New York
$2K – – –
AIS
558
Accurate Investment Solutions
Pennsylvania
$2K +$30 +1 +2%
PMFA
559
Plante Moran Financial Advisors
Michigan
$2K +$1.5K +50 +167%
Financial Engines Advisors
560
Financial Engines Advisors
California
$2K +$1.83K +61 New
RIM
561
Ranger International Management
Illinois
$1.14K +$1.15M +38,275 New
FMP
562
Financial Management Professionals
Texas
$1K – – –
IF
563
Ironwood Financial
Arizona
$1K – – –
CCM
564
Cohen Capital Management
California
$1K +$1.5K +50 New
TIM
565
Thornburg Investment Management
New Mexico
– -$155M -5,720,994 Closed
QC
566
Quadrature Capital
United Kingdom
– -$5.32M -196,600 Closed
Robeco Institutional Asset Management
567
Robeco Institutional Asset Management
Netherlands
– -$3.51M -130,000 Closed
Nomura Holdings
568
Nomura Holdings
Japan
– -$3.22M -106,982 Closed
NP
569
NS Partners
United Kingdom
– -$2.3M -85,252 Closed
Calamos Advisors
570
Calamos Advisors
Illinois
– -$1.97M -72,800 Closed
SM
571
Seminole Management
New York
– -$1.95M -72,000 Closed
TH
572
Timber Hill
Connecticut
– -$1.65M -54,875 Closed
ID
573
Integral Derivatives
New York
– -$1.24M -41,140 Closed
CLOS
574
Compagnie Lombard Odier SCmA
Switzerland
– -$1.11M -41,000 Closed
DCM
575
Driehaus Capital Management
Illinois
– -$1M -37,140 Closed
21 22
23
24 25

BX Hedge Fund Activity: Q1 2017 in Review

560 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Blackstone (BX) for Q1 2017, worth a combined $8.87B — up 15% from $7.72B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new BX positions and 41 closed out — a net gain of 33 holders — while 236 added to existing stakes and 145 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $92.1M. The largest seller was Thornburg Investment Management, exiting entirely with an estimated $155M sold.

  • 560 institutional investors held Blackstone (BX) as of Q1 2017, up from 531 in Q4 2016.
  • Funds reported $8.87B of Blackstone stock for Q1 2017, up 15% quarter-over-quarter.
  • 74 funds opened new Blackstone positions in Q1 2017 and 41 closed out, a net change of +33 holders.
  • The largest Blackstone buyer in Q1 2017 was Susquehanna International Group, an estimated $92.1M added.
  • The largest Blackstone seller in Q1 2017 was Thornburg Investment Management, an estimated $155M sold.

Based on aggregated 13F filings for Q1 2017.