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Blackstone
BX

641 hedge funds and large institutions have $10.2B invested in Blackstone in 2017 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 232 increasing their positions, 198 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 66

17% more repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 198

5.24% more ownership

Funds ownership: 45.41% → 50.65% (+5.2%)

3% more funds holding

Funds holding: 623 → 641 (+18)

7% more call options, than puts

Call options by funds: $579M | Put options by funds: $542M

4% more capital invested

Capital invested by funds: $9.79B → $10.2B (+$415M)

18% less funds holding in top 10

Funds holding in top 10: 33 → 27 (-6)

Holders
641
Holders Change
+18
Holders Change %
+2.89%
% of All Funds
14.54%
Holding in Top 10
27
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-18.18%
% of All Funds
0.61%
New
91
Increased
232
Reduced
198
Closed
66
Calls
$579M
Puts
$542M
Net Calls
+$37.5M
Net Calls Change
+$68.8M

Top Buyers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$315M
2
Deutsche Bank
Deutsche Bank
Germany
+$197M
3
Morgan Stanley
Morgan Stanley
New York
+$118M
4
Goldman Sachs
Goldman Sachs
New York
+$104M
5
Capital World Investors
Capital World Investors
California
+$72M

Top Sellers

Rank Fund Capital Flow
1
Credit Agricole
Credit Agricole
France
-$80.9M
2
FAM
Fred Alger Management
New York
-$52.3M
3
ClearBridge Investments
ClearBridge Investments
New York
-$35.4M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$31M
5
OCAM
Onex Canada Asset Management
Ontario, Canada
-$28.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
701
Harvest Fund Management
China
– -$59K -1,757 Closed
AIP
702
Ameritas Investment Partners
Nebraska
– -$33K -1,000 Closed
EWM
703
Edge Wealth Management
New York
– -$33K -1,000 Closed
WA
704
WealthTrust-Arizona
Arizona
– -$33K -982 Closed
FCB
705
First Command Bank
Texas
– -$25K -757 Closed
FCFS
706
First Command Financial Services
Texas
– -$25K -757 Closed
TSW
707
Thompson Siegel & Walmsley
Virginia
– -$20K -600 Closed
PWM
708
Perigon Wealth Management
California
– -$19K -570 Closed
HFM
709
Hartford Financial Management
Connecticut
– -$18K -554 Closed
CGT
710
Capital Guardian Trust
California
– -$17K -500 Closed
BC
711
Bartlett & Co
Ohio
– -$13K -400 Closed
CBT
712
Central Bank & Trust
Kentucky
– -$5K -163 Closed
BONST
713
Bank of Nova Scotia Trust
Ontario, Canada
– -$2K -60 Closed
25 26 27 28
29

BX Hedge Fund Activity: Q4 2017 in Review

641 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Blackstone (BX) for Q4 2017, worth a combined $10.2B — up 4.2% from $9.79B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new BX positions and 66 closed out — a net gain of 25 holders — while 232 added to existing stakes and 198 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $315M. The largest seller was Credit Agricole, exiting entirely with an estimated $80.9M sold.

  • 641 institutional investors held Blackstone (BX) as of Q4 2017, up from 623 in Q3 2017.
  • Funds reported $10.2B of Blackstone stock for Q4 2017, up 4.2% quarter-over-quarter.
  • 91 funds opened new Blackstone positions in Q4 2017 and 66 closed out, a net change of +25 holders.
  • The largest Blackstone buyer in Q4 2017 was Bank of Montreal, an estimated $315M added.
  • The largest Blackstone seller in Q4 2017 was Credit Agricole, an estimated $80.9M sold.

Based on aggregated 13F filings for Q4 2017.