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Blackstone

638 hedge funds and large institutions have $13.9B invested in Blackstone in 2019 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 197 increasing their positions, 215 reducing their positions, and 162 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more funds holding in top 10

Funds holding in top 10: 2940 (+11)

27% more capital invested

Capital invested by funds: $10.9B → $13.9B (+$2.98B)

0.14% more ownership

Funds ownership: 47.21%47.35% (+0.14%)

2% less call options, than puts

Call options by funds: $650M | Put options by funds: $664M

8% less repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 215

13% less funds holding

Funds holding: 731638 (-93)

50% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 162

Holders
638
Holders Change
-93
Holders Change %
-12.72%
% of All Funds
13.86%
Holding in Top 10
40
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+37.93%
% of All Funds
0.87%
New
81
Increased
197
Reduced
215
Closed
162
Calls
$650M
Puts
$664M
Net Calls
-$14.7M
Net Calls Change
-$117M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
576
Princeton Capital Management
New Jersey
$62K
BL
577
Balentine LLC
Georgia
$62K +$46.3K +1,161 +484%
SAM
578
Shamrock Asset Management
Texas
$60K
VC
579
Vestor Capital
Illinois
$56K -$7.98K -200 -14%
UBS AM
580
UBS AM
Illinois
$53.8K +$14.5K +363 +43%
SIA
581
SeaBridge Investment Advisors
New Jersey
$53K +$12K +300 +33%
CAC
582
Certified Advisory Corp
Florida
$50K +$6.38K +160 +17%
S
583
SignatureFD
Georgia
$49K -$64.1K -1,608 -59%
PFC
584
Phocas Financial Corp
California
$47K +$42.4K +1,062 New
BAMG
585
Brand Asset Management Group
Missouri
$46K +$41.8K +1,047 New
BWL
586
Bogart Wealth LLC
Virginia
$44K
DAM
587
Delta Asset Management
Tennessee
$39K +$8.02K +201 +30%
AF
588
Arrow Financial
New York
$36K
BFC
589
Bedel Financial Consulting
Indiana
$36K
IRC
590
Investors Research Corp
Georgia
$36K
TF
591
TimeScale Financial
Massachusetts
$35K +$31.3K +785 New
SIS
592
Sound Income Strategies
Florida
$33K
AWMS
593
Advocacy Wealth Management Services
Georgia
$31K
LWCFA
594
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$28K
FFC
595
First Financial Corp
Indiana
$27K
EAM
596
Erste Asset Management
Austria
$26.7K
TC
597
Trust Company
Kansas
$26K
CCMW
598
Cypress Capital Management (Wyoming)
Wyoming
$25K +$22.1K +553 New
BWM
599
Baystate Wealth Management
Massachusetts
$24K
NL
600
NVWM LLC
Pennsylvania
$24K

BX Hedge Fund Activity: Q2 2019 in Review

638 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Blackstone (BX) for Q2 2019, worth a combined $13.9B — up 27% from $10.9B a quarter earlier.

Sellers outnumbered buyers: 162 funds closed out of BX and 81 opened new positions — a net loss of 81 holders — while 215 trimmed existing stakes and 197 added.

The largest buyer was Capital International Investors, opening a new position worth an estimated $472M. The largest seller was Bank of Montreal, cutting an estimated $367M.

  • 638 institutional investors held Blackstone (BX) as of Q2 2019, down from 731 in Q1 2019.
  • Funds reported $13.9B of Blackstone stock for Q2 2019, up 27% quarter-over-quarter.
  • 81 funds opened new Blackstone positions in Q2 2019 and 162 closed out, a net change of -81 holders.
  • The largest Blackstone buyer in Q2 2019 was Capital International Investors, an estimated $472M added.
  • The largest Blackstone seller in Q2 2019 was Bank of Montreal, an estimated $367M sold.

Based on aggregated 13F filings for Q2 2019.