We are live on ! Find out more
BX icon

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
SAM
601
Shamrock Asset Management
Texas
$44K
MYIA
602
Mount Yale Investment Advisors
Colorado
$41K
BFEC
603
Benjamin F. Edwards & Company
Missouri
$38K -$47.7K -1,500 -56%
BWA
604
Burt Wealth Advisors
Maryland
$36K
PA
605
Perennial Advisors
New York
$36K +$159 +5 +0.5%
Carson Wealth (CWM LLC)
606
Carson Wealth (CWM LLC)
Nebraska
$33K
MCM
607
Mainstay Capital Management
Michigan
$32K -$19.1K -600 -38%
AWMS
608
Advocacy Wealth Management Services
Georgia
$32K
SFSIG
609
San Francisco Sentry Investment Group
California
$32K
WTB
610
Washington Trust Bank
Washington
$32K
PGA
611
Premia Global Advisors
Florida
$32K +$31.8K +1,000 New
GTAM
612
Global Trust Asset Management
Florida
$31K
SIA
613
SeaBridge Investment Advisors
New Jersey
$29K
TDC
614
Thompson Davis & Co
Virginia
$29K +$3.98K +125 +16%
AF
615
Arrow Financial
New York
$26K
BFC
616
Bedel Financial Consulting
Indiana
$26K
GBBWRPM
617
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$24K
WWMSC
618
Wagner Wealth Management (South Carolina)
South Carolina
$23K
WC
619
Whitney & Co
New York
$22K -$52.5K -1,650 -71%
CIM
620
Contravisory Investment Management
Massachusetts
$22K
GI
621
Gradient Investments
Minnesota
$22K
PCM
622
Princeton Capital Management
New Jersey
$22K
UBS AM
623
UBS AM
Illinois
$21.2K +$7.61K +239 +57%
CAC
624
Certified Advisory Corp
Florida
$21K
LNB
625
Ledyard National Bank
$20K

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.