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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
MSFP
551
Mark Sheptoff Financial Planning
Connecticut
$190K -$15.9K -500 -8%
VFA
552
Valeo Financial Advisors
Indiana
$188K +$38.3K +1,205 +29%
FCM
553
Flinton Capital Management
Pennsylvania
$185K +$183K +5,744 New
ACA
554
Atlas Capital Advisors
Wyoming
$179K +$66.8K +2,100 +72%
JCM
555
Jacobi Capital Management
Pennsylvania
$161K -$1.94K -61 -1%
GWS
556
Glassman Wealth Services
Virginia
$159K +$64 +2 +0%
YWP
557
YorkBridge Wealth Partners
New York
$157K -$264K -8,298 -63%
RCAG
558
Rehmann Capital Advisory Group
Michigan
$156K +$75.2K +2,362 +95%
WB
559
Webster Bank
Connecticut
$154K -$9.55K -300 -6%
CFA
560
Camarda Financial Advisors
Florida
$154K -$8.21K -258 -5%
ACS
561
Archford Capital Strategies
Illinois
$150K +$2.32K +73 +2%
CAPTRUST Financial Advisors
562
CAPTRUST Financial Advisors
North Carolina
$146K +$15.9K +500 +12%
BRC
563
Bell Rock Capital
Delaware
$145K
WAP
564
Wealthcare Advisory Partners
Pennsylvania
$145K +$2.51K +79 +2%
AA
565
AlphaMark Advisors
Kentucky
$142K
CFD
566
Creative Financial Designs
Indiana
$139K
IFAM
567
Institutional & Family Asset Management
Colorado
$135K +$88.6K +2,785 +197%
WT
568
Washington Trust
Rhode Island
$131K +$129K +4,050 New
ATC
569
Adirondack Trust Company
New York
$123K +$1.59K +50 +1%
BAM
570
Bruderman Asset Management
New York
$122K -$160K -5,013 -57%
QCIG
571
Quad-Cities Investment Group
Iowa
$122K +$122K +3,837 New
AAP
572
Arax Advisory Partners
Colorado
$120K +$1.3K +41 +1%
JFA
573
JNBA Financial Advisors
Minnesota
$116K +$14.3K +450 +14%
CG
574
Cutler Group
California
$111K -$518K -16,275 -82%
CBT
575
Capital Bank & Trust
California
$107K -$25.5K -801 -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.