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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
GWA
601
Guidant Wealth Advisors
Illinois
$23K +$199 +5 +1%
QAM
602
QCI Asset Management
New York
$22K -$160K -4,000 -89%
TCOV
603
Trust Company of Vermont
Vermont
$19K
TIM
604
Tortoise Investment Management
New York
$18K
HWA
605
Heritage Wealth Advisors
Virginia
$17.8K
WAS
606
Winch Advisory Services
Wisconsin
$15K -$4.43K -111 -25%
AWM
607
AllSquare Wealth Management
New York
$15K
EWM
608
Endurance Wealth Management
Rhode Island
$15K
RFA
609
Reilly Financial Advisors
California
$14K
AWM
610
Avior Wealth Management
Nebraska
$14K +$12.4K +310 New
KFS
611
Kelly Financial Services
Massachusetts
$13.3K
AC
612
Avestar Capital
New York
$12K
PCTC
613
Perkins Coie Trust Company
Washington
$10K
AOWM
614
Alpha Omega Wealth Management
Virginia
$9K
AIC
615
Archer Investment Corporation
Indiana
$9K
BEI
616
Benjamin Edwards Inc
Missouri
$9K
GWMIA
617
Global Wealth Management Investment Advisory
Florida
$9K
SJIM
618
St. Johns Investment Management
Florida
$9K
CHC
619
City Holding Co
West Virginia
$8K
SFG
620
SevenBridge Financial Group
Pennsylvania
$8K
BCI
621
Brinker Capital Investments
Pennsylvania
$8K +$80 +2 +1%
CAL
622
Capital Analysts LLC
Pennsylvania
$7K -$718 -18 -11%
ME
623
McIlrath & Eck
Washington
$7K
SNT
624
Security National Trust
West Virginia
$7K +$6.58K +165 New
PCG
625
Private Capital Group
Connecticut
$7K +$8.61K +216 New

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.