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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
CAN
551
Claraphi Advisory Network
United States
$478K -$218K -4,468 -31%
SCCM
552
Schafer Cullen Capital Management
New York
$476K
MIM
553
Moseley Investment Management
Florida
$474K -$3.41K -70 -0.7%
SF
554
Synovus Financial
Georgia
$474K
DFA
555
Delta Financial Advisors
Louisiana
$472K -$52.1K -1,068 -10%
DLHL
556
Donald L. Hagan LLC
Florida
$468K
TCM
557
Tuttle Capital Management
Connecticut
$467K +$457K +9,378 New
HCM
558
Hollencrest Capital Management
California
$466K +$683 +14 +0.1%
HKAM
559
Horizon Kinetics Asset Management
New York
$465K -$112K -2,300 -19%
NA
560
NewEdge Advisors
Louisiana
$463K +$59.2K +1,213 +15%
CSIC
561
Clifford Swan Investment Counsel
California
$462K +$461K +9,454 New
AAP
562
Arax Advisory Partners
Colorado
$462K +$462K +9,466 New
MWA
563
Meridian Wealth Advisors
Texas
$461K +$460K +9,435 New
JCM
564
Jag Capital Management
Missouri
$461K +$461K +9,448 New
MMG
565
Monetary Management Group
Missouri
$459K
LBC
566
Lowe Brockenbrough & Co
Virginia
$458K -$24.4K -500 -5%
V
567
Veritable
Delaware
$457K
ANRIA
568
American National Registered Investment Advisor
Texas
$454K
RMDI
569
R.M. Davis Inc
Maine
$454K
FFWA
570
FRG Family Wealth Advisors
Washington
$452K +$98 +2 +0%
SWMG
571
Strategic Wealth Management Group
Maryland
$451K +$10.4K +213 +2%
WEC
572
Winslow Evans & Crocker
Massachusetts
$448K -$105K -2,150 -19%
FBC
573
Fairfield, Bush & Co
Connecticut
$440K -$132K -2,700 -23%
SIA
574
Sit Investment Associates
Minnesota
$435K
OAM
575
Oppenheimer Asset Management
New York
$434K +$433K +8,886 New

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.