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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
EDRH
626
Edmond de Rothschild Holding
Switzerland
$6K
SBL
627
Sargent Bickham Lagudis
Colorado
$6K
TFGT
628
TS Financial Group (TSFG)
Illinois
$5K +$40 +1 +0.9%
BHWM
629
Bay Harbor Wealth Management
Maryland
$5K +$4.23K +106 +964%
ARMC
630
American Research & Management Company
Massachusetts
$4K
CB
631
Community Bank
New York
$4K
LWANC
632
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K
WIM
633
Westside Investment Management
California
$1.68K +$1.51M +37,795 New
GT
634
Glenmede Trust
Pennsylvania
$1.58K -$19.9K -500 -1%
CT
635
Clearstead Trust
Maine
$1K
MWM
636
Meridian Wealth Management
Kentucky
$402 +$36.1K +905 New
BRWM
637
B. Riley Wealth Management
Tennessee
$396 -$268K -6,722 -43%
LHC
638
Little House Capital
Massachusetts
$252 +$47.9K +1,200 +30%
NDSI
639
Newman Dignan & Sheerar Inc
Rhode Island
$226 +$203K +5,085 New
AAMU
640
Amundi Asset Management US
Massachusetts
-$98.2M -2,809,399 Closed
HighTower Advisors
641
HighTower Advisors
Illinois
-$60.4M -1,730,129 Closed
JMPWA
642
JP Morgan Private Wealth Advisors
California
-$42M -1,201,972 Closed
CFM
643
Coronation Fund Managers
South Africa
-$40.7M -1,163,788 Closed
GTP
644
Global Thematic Partners
New York
-$30M -858,873 Closed
AU
645
Algebris (UK)
United Kingdom
-$23.8M -681,894 Closed
PNC Financial Services Group
646
PNC Financial Services Group
Pennsylvania
-$21.5M -614,110 Closed
DSA
647
Davis Selected Advisers
Arizona
-$20M -571,300 Closed
AFG
648
American Financial Group
Ohio
-$13.7M -392,000 Closed
MC
649
Martin Currie
United Kingdom
-$13.6M -387,615 Closed
William Blair & Company
650
William Blair & Company
Illinois
-$12.4M -354,070 Closed

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.