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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
PC
651
Polar Capital
United Kingdom
$10.2K -$83K -2,609 -0.8%
Rockefeller Capital Management
652
Rockefeller Capital Management
New York
$10K -$132K -4,156 -93%
GCM
653
Gables Capital Management
Florida
$8K +$7.64K +240 New
IP
654
Isthmus Partners
Wisconsin
$7K
PCTC
655
Perkins Coie Trust Company
Washington
$7K
AOWM
656
Alpha Omega Wealth Management
Virginia
$6K
CPA
657
Clear Perspective Advisors
Illinois
$6K
PMFA
658
Plante Moran Financial Advisors
Michigan
$6K
PCG
659
Private Capital Group
Connecticut
$6K
SFG
660
SevenBridge Financial Group
Pennsylvania
$6K
CHC
661
City Holding Co
West Virginia
$6K +$5.95K +187 New
KJWM
662
Kiley Juergens Wealth Management
Washington
$6K +$6.21K +195 New
PGWM
663
Parisi Gray Wealth Management
New Jersey
$4K
PFGIA
664
Patriot Financial Group Insurance Agency
Massachusetts
$3K -$212K -6,656 -98%
CCM
665
Cribstone Capital Management
Maine
$3K -$18.3K -575 -87%
ARMC
666
American Research & Management Company
Massachusetts
$3K
CTC
667
Central Trust Company
Missouri
$3K
CB
668
Community Bank
New York
$3K
BCM
669
Brasada Capital Management
Texas
$3K +$3.18K +100 New
PMG
670
ProVise Management Group
Florida
$2.36K -$179K -5,625 -7%
HI
671
Hudock Inc
Pennsylvania
$2K -$29.9K -941 -93%
FMP
672
Financial Management Professionals
Texas
$2K -$1.59K -50 Closed
AIS
673
Accurate Investment Solutions
Pennsylvania
$2K
IF
674
Ironwood Financial
Arizona
$2K
CT
675
Clearstead Trust
Maine
$2K +$1.91K +60 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.