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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
LWCFA
626
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$20K
WCAMG
627
Woodard & Company Asset Management Group
North Carolina
$19.3K
ECM
628
Exchange Capital Management
Michigan
$19K +$19.1K +600 New
CWM
629
Catamount Wealth Management
Connecticut
$18K
NL
630
NVWM LLC
Pennsylvania
$18K
OC
631
Oakworth Capital
Alabama
$18K
TC
632
Trust Company
Kansas
$18K
BWM
633
Baystate Wealth Management
Massachusetts
$18K +$191 +6 +1%
HFM
634
Hartford Financial Management
Connecticut
$18K +$18.3K +575 New
QAM
635
QCI Asset Management
New York
$16K -$4.77K -150 -23%
MA
636
MCF Advisors
Kentucky
$16K
TCM
637
Tradewinds Capital Management
Washington
$16K +$15.9K +500 New
DAM
638
Delta Asset Management
Tennessee
$14K +$32 +1 +0.2%
LA
639
Legacy Advisors
Pennsylvania
$14K +$2.55K +80 +23%
WAS
640
Winch Advisory Services
Wisconsin
$14K +$5.98K +188 +74%
ANBT
641
American National Bank & Trust
Texas
$13K
FHA
642
First Horizon Advisors
Tennessee
$13K
TIM
643
Tortoise Investment Management
New York
$13K
SFA
644
Spectrum Financial Alliance
Kentucky
$12K
ADL
645
Asset Dedication LLC
California
$12K +$6.37K +200 +100%
AA
646
Apriem Advisors
California
$12K +$11.6K +366 New
EWM
647
Endurance Wealth Management
Rhode Island
$11K
HT
648
Heritage Trust
Oklahoma
$11K
ML
649
McAdam LLC
Pennsylvania
$11K +$127 +4 +1%
AWM
650
AllSquare Wealth Management
New York
$11K +$11K +346 New

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.