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Blackstone

608 hedge funds and large institutions have $10B invested in Blackstone in 2017 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 248 increasing their positions, 157 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 39

58% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 157

19% more funds holding in top 10

Funds holding in top 10: 2732 (+5)

13% more capital invested

Capital invested by funds: $8.87B → $10B (+$1.14B)

9% more funds holding

Funds holding: 560608 (+48)

4% more call options, than puts

Call options by funds: $506M | Put options by funds: $484M

1.6% less ownership

Funds ownership: 50.9%49.3% (-1.6%)

Holders
608
Holders Change
+48
Holders Change %
+8.57%
% of All Funds
15.16%
Holding in Top 10
32
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+18.52%
% of All Funds
0.8%
New
93
Increased
248
Reduced
157
Closed
39
Calls
$506M
Puts
$484M
Net Calls
+$21.4M
Net Calls Change
+$145M
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
551
Harvest Fund Management
China
$59K +$55.1K +1,757 New
MCIA
552
Mountain Capital Investment Advisors
Colorado
$56K +$52.5K +1,673 New
RCG
553
Ruggie Capital Group
Florida
$47K +$1.22K +39 +3%
BFEC
554
Benjamin F. Edwards & Company
Missouri
$46K +$4.89K +156 +13%
SAM
555
Shamrock Asset Management
Texas
$45K
TIM
556
Tortoise Investment Management
New York
$40K
Carson Wealth (CWM LLC)
557
Carson Wealth (CWM LLC)
Nebraska
$37K
PA
558
Perennial Advisors
New York
$37K
RFWA
559
RPg Family Wealth Advisory
Massachusetts
$36.8K +$34.6K +1,102 New
AWMS
560
Advocacy Wealth Management Services
Georgia
$33K -$5.49K -175 -15%
GCM
561
Grisanti Capital Management
New York
$33K
HIIFS
562
Harel Insurance Investments & Financial Services
Israel
$33K
SQA
563
Simon Quick Advisors
New Jersey
$33K +$24.5K +782 +359%
SFSIG
564
San Francisco Sentry Investment Group
California
$33K +$31.4K +1,000 New
FC
565
Ferris Capital
Massachusetts
$32K +$30.3K +967 New
VWA
566
V Wealth Advisors
Kansas
$30K +$28.2K +900 New
MLFP
567
MPS Loria Financial Planners
Illinois
$29K +$28.7K +914 New
IPC
568
Independent Portfolio Consultants
Florida
$25K -$30.5K -972 -56%
EWM
569
Endurance Wealth Management
Rhode Island
$25K
FCB
570
First Command Bank
Texas
$25K
FCFS
571
First Command Financial Services
Texas
$25K
OC
572
Oakworth Capital
Alabama
$25K
AF
573
Arrow Financial
New York
$23K
FCMT
574
Founders Capital Management (Texas)
Texas
$22K +$596 +19 +3%
LWCFA
575
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$21K

BX Hedge Fund Activity: Q2 2017 in Review

608 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Blackstone (BX) for Q2 2017, worth a combined $10B — up 13% from $8.87B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new BX positions and 39 closed out — a net gain of 54 holders — while 248 added to existing stakes and 157 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $233M. The largest seller was ING Group, exiting entirely with an estimated $293M sold.

  • 608 institutional investors held Blackstone (BX) as of Q2 2017, up from 560 in Q1 2017.
  • Funds reported $10B of Blackstone stock for Q2 2017, up 13% quarter-over-quarter.
  • 93 funds opened new Blackstone positions in Q2 2017 and 39 closed out, a net change of +54 holders.
  • The largest Blackstone buyer in Q2 2017 was Janus Henderson Group, an estimated $233M added.
  • The largest Blackstone seller in Q2 2017 was ING Group, an estimated $293M sold.

Based on aggregated 13F filings for Q2 2017.