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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
GC
701
Guggenheim Capital
Illinois
-$913K -28,582 Closed
MIAN
702
Mariner Independent Advisor Network
Kansas
-$861K -26,971 Closed
GFPC
703
Global Financial Private Capital
Florida
-$832K -26,055 Closed
BIM
704
Beach Investment Management
Pennsylvania
-$716K -22,410 Closed
WPP
705
Whalerock Point Partners
Rhode Island
-$570K -17,853 Closed
MIH
706
Meitav Investment House
Israel
-$526K -16,460 Closed
VCWA
707
Vanguard Capital Wealth Advisors
Colorado
-$426K -13,500 Closed
FPA
708
First Pacific Advisors
California
-$390K -12,200 Closed
Arrowstreet Capital
709
Arrowstreet Capital
Massachusetts
-$383K -12,000 Closed
LMIM
710
Lockheed Martin Investment Management
Maryland
-$383K -12,000 Closed
WF
711
Welch & Forbes
Massachusetts
-$273K -8,540 Closed
MHS
712
M Holdings Securities
Oregon
-$234K -7,324 Closed
ERIM
713
Eagle Ridge Investment Management
Connecticut
-$224K -7,013 Closed
BAM
714
Brave Asset Management
New Jersey
-$224K -7,000 Closed
PFA
715
Paradigm Financial Advisors
Missouri
-$216K -6,775 Closed
BIA
716
BHK Investment Advisors
Alabama
-$206K -6,450 Closed
MCWS
717
McKinley Carter Wealth Services
West Virginia
-$168K -5,270 Closed
IIC
718
Integrated Investment Consultants
Michigan
-$163K -5,100 Closed
APP
719
Avantax Planning Partners
Iowa
-$144K -4,507 Closed
SMFG
720
Sumitomo Mitsui Financial Group
Japan
-$134K -4,200 Closed
TWA
721
TCI Wealth Advisors
Arizona
-$64K -2,000 Closed
KF
722
Krilogy Financial
Missouri
-$35K -1,108 Closed
RFWA
723
RPg Family Wealth Advisory
Massachusetts
-$34.8K -1,090 Closed
GCM
724
Grisanti Capital Management
New York
-$32K -1,005 Closed
FFC
725
First Financial Corp
Indiana
-$32K -1,000 Closed

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.