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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
DWM
601
Dakota Wealth Management
Florida
$368K -$25.3K -518 -6%
AC
602
Addison Capital
Pennsylvania
$361K -$24.4K -500 -6%
KF
603
Krilogy Financial
Missouri
$361K +$360K +7,391 New
JA
604
JOYN Advisors
Georgia
$358K
CI
605
CAZ Investments
Texas
$357K
OMC
606
Overbrook Management Corp
New York
$353K
KTC
607
Kistler-Tiffany Companies
Pennsylvania
$352K +$352K +7,210 New
FT
608
Fiduciary Trust
Massachusetts
$351K +$64.3K +1,319 +22%
HCA
609
Harbour Capital Advisors
Virginia
$349K +$349K +7,150 New
OWD
610
Osborn Williams & Donohoe
Ohio
$347K -$43.9K -900 -11%
SIC
611
Shoker Investment Counsel
Ohio
$345K +$829 +17 +0.2%
CPA
612
Cowen Prime Advisors
New York
$342K -$97.5K -2,000 -22%
NL
613
NWAM LLC
Washington
$340K -$65.5K -1,343 -16%
GP
614
Girard Partners
Pennsylvania
$340K -$28K -574 -8%
BSW
615
Buckingham Strategic Wealth
Missouri
$336K -$472K -9,688 -58%
PA
616
Profund Advisors
Maryland
$335K +$334K +6,849 New
CL
617
CPWM LLC
Washington
$330K +$329K +6,750 New
IC
618
Intersect Capital
California
$323K +$322K +6,603 New
CRC
619
Curi RMB Capital
Illinois
$322K
RE
620
RBC Europe
United Kingdom
$318K
TFCP
621
Twin Focus Capital Partners
Massachusetts
$317K +$317K +6,500 New
SCM
622
Sterneck Capital Management
Missouri
$316K
BEI
623
Benjamin Edwards Inc
Missouri
$313K +$303K +6,211 +3,106%
HNB
624
Huntington National Bank
Ohio
$310K -$48.8K -1,000 -14%
RPC
625
Rossmore Private Capital
Connecticut
$308K

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.