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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
LA
626
LVW Advisors
New York
$308K +$307K +6,300 New
WAM
627
World Asset Management
Michigan
$308K +$308K +6,308 New
SFSIG
628
San Francisco Sentry Investment Group
California
$301K +$301K +6,165 New
GCM
629
Gunderson Capital Management
South Carolina
$300K +$299K +6,141 New
HSA
630
HBK Sorce Advisory
Pennsylvania
$299K +$299K +6,124 New
SDAM
631
Shulman DeMeo Asset Management
New York
$294K -$129K -2,648 -31%
PP
632
PagnatoKarp Partners
Virginia
$294K +$294K +6,028 New
SACTSONJ
633
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$293K -$195K -4,000 -40%
ACM
634
Alethea Capital Management
Washington
$293K
Lazard Asset Management
635
Lazard Asset Management
New York
$293K
MCA
636
Mercer Capital Advisers
New Jersey
$293K
TA
637
TCG Advisors
Texas
$293K +$293K +6,000 New
MC
638
Mathes Company
New York
$291K +$7.32K +150 +3%
IF
639
IRON Financial
Illinois
$290K
CWM
640
Centric Wealth Management
Illinois
$289K +$3.8K +78 +1%
FPGK
641
Financial Partners Group (Kansas)
Kansas
$287K +$2.05K +42 +0.7%
AWM
642
AE Wealth Management
Kansas
$285K +$22.9K +470 +9%
NWP
643
Northstar Wealth Partners
Connecticut
$284K +$1.56K +32 +0.6%
JCM
644
Janney Capital Management
Pennsylvania
$281K
GLA
645
Good Life Advisors
Pennsylvania
$280K -$15.4K -315 -5%
VFA
646
Valeo Financial Advisors
Indiana
$277K -$46.2K -948 -14%
TRCT
647
Tower Research Capital (TRC)
New York
$276K -$188K -3,852 -41%
WSTAM
648
Wilbanks Smith & Thomas Asset Management
Virginia
$275K -$93.3K -1,914 -25%
BCM
649
Brookstone Capital Management
Illinois
$275K +$275K +5,632 New
CFGS
650
Concourse Financial Group Securities
Alabama
$275K +$275K +5,639 New

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.