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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
HB
701
Homrich & Berg
Georgia
$218K +$218K +4,464 New
ACS
702
Archford Capital Strategies
Illinois
$218K +$218K +4,469 New
AWM
703
Altium Wealth Management
New York
$215K +$215K +4,402 New
Cerity Partners
704
Cerity Partners
New York
$215K +$215K +4,405 New
BIAS
705
Beacon Investment Advisory Services
New Jersey
$214K +$213K +4,375 New
CT
706
Cambridge Trust
Massachusetts
$212K +$212K +4,345 New
BB
707
Busey Bank
Illinois
$210K +$210K +4,300 New
MCWS
708
McKinley Carter Wealth Services
West Virginia
$209K +$208K +4,270 New
WIP
709
Wellesley Investment Partners
Massachusetts
$206K +$205K +4,210 New
JLBC
710
J.L. Bainbridge & Co
Florida
$206K +$206K +4,225 New
ERIM
711
Eagle Ridge Investment Management
Connecticut
$204K +$204K +4,174 New
GAM
712
Guinness Asset Management
United Kingdom
$202K -$107K -2,200 -35%
LC
713
Lindbrook Capital
California
$201K -$27.4K -562 -12%
FMC
714
First Merchants Corp
Indiana
$201K +$201K +4,115 New
RWA
715
Ropes Wealth Advisors
Massachusetts
$200K
PWLP
716
Prio Wealth Limited Partnership
Massachusetts
$200K +$200K +4,100 New
BFEC
717
Benjamin F. Edwards & Company
Missouri
$198K +$1.76K +36 +0.9%
CIAS
718
Capital Investment Advisory Services
North Carolina
$192K +$192K +3,928 New
CFD
719
Creative Financial Designs
Indiana
$188K -$2.44K -50 -1%
PG
720
Proffitt & Goodson
Tennessee
$188K +$188K +3,851 New
WCM
721
Whitener Capital Management
North Carolina
$184K +$184K +3,777 New
QCIG
722
Quad-Cities Investment Group
Iowa
$177K +$44.4K +911 +34%
SL
723
Salomon & Ludwin
Virginia
$173K
CBT
724
Capital Bank & Trust
California
$162K
AIM
725
Anchor Investment Management
South Carolina
$156K -$19.5K -400 -11%

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.