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Blackstone

333 hedge funds and large institutions have $7.82B invested in Blackstone in 2013 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 126 increasing their positions, 88 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 19

43% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 88

38% more call options, than puts

Call options by funds: $323M | Put options by funds: $234M

37% more funds holding in top 10

Funds holding in top 10: 1926 (+7)

29% more capital invested

Capital invested by funds: $6.08B → $7.82B (+$1.75B)

10% more funds holding

Funds holding: 302333 (+31)

4.07% more ownership

Funds ownership: 64.64%68.72% (+4.1%)

Holders
333
Holders Change
+31
Holders Change %
+10.26%
% of All Funds
10.8%
Holding in Top 10
26
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+36.84%
% of All Funds
0.84%
New
53
Increased
126
Reduced
88
Closed
19
Calls
$323M
Puts
$234M
Net Calls
+$88.9M
Net Calls Change
-$20M
Name Holding Trade Value Shares
Change
Change in
Stake
PI
51
Putnam Investments
Massachusetts
$25.1M -$490K -22,010 -2%
MWNA
52
Marshall Wace North America
New York
$22.7M +$20.2M +906,541 +4,309%
ECA
53
Endeavour Capital Advisors
Connecticut
$22.6M +$5.27M +236,857 +34%
Wells Fargo
54
Wells Fargo
California
$20.8M +$1.73M +77,745 +10%
ST
55
Spot Trading
Illinois
$19.2M +$2.56M +114,964 +17%
ZDA
56
Zweig-DiMenna Associates
New York
$18.9M +$3.5M +157,436 +26%
CIC
57
Chilton Investment Company
Connecticut
$18M -$6.52M -293,203 -28%
TAM
58
Toscafund Asset Management
United Kingdom
$17.2M -$223K -10,010 -1%
RFC
59
Russell Frank Company
Washington
$17M -$2.26M -101,600 -13%
DCLA
60
Douglas C. Lane & Associates
New York
$16.9M +$116K +5,223 +0.8%
Neuberger Berman Group
61
Neuberger Berman Group
New York
$16.4M +$1.72M +77,312 +13%
N
62
Natixis
France
$16.4M +$22.7K +1,019 +0.2%
CS
63
Credit Suisse
Switzerland
$16.2M -$284M -12,752,782 -95%
EWM
64
Evercore Wealth Management
New York
$16.2M -$2.33M -104,677 -14%
AAMU
65
Amundi Asset Management US
Massachusetts
$15.6M +$1.78M +80,113 +14%
ZA
66
Zweig Advisers
Connecticut
$15.1M -$590K -26,494 -4%
WMSA
67
Weiss Multi-Strategy Advisers
New York
$14.9M +$7.94M +356,650 +140%
SG Americas Securities
68
SG Americas Securities
New York
$13.6M -$1.1M -49,427 -8%
EA
69
Euclid Advisors
Connecticut
$12.5M +$408K +18,342 +4%
BP
70
Boston Provident
New Jersey
$12.4M -$5.9M -264,940 -34%
HK
71
Horizon Kinetics
New York
$12.2M -$390K -17,544 -3%
JCM
72
Janney Capital Management
Pennsylvania
$11.7M -$1.81M -81,363 -15%
Axa
73
Axa
France
$11.5M -$5.45M -244,881 -34%
PAM
74
Premier Asset Management
Illinois
$11.1M +$10.1M +455,264 New
LCP
75
Lombardia Capital Partners
California
$11.1M +$3.49M +157,017 +53%

BX Hedge Fund Activity: Q3 2013 in Review

333 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Blackstone (BX) for Q3 2013, worth a combined $7.82B — up 29% from $6.08B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new BX positions and 19 closed out — a net gain of 34 holders — while 126 added to existing stakes and 88 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $318M. The largest seller was Credit Suisse, cutting an estimated $284M.

  • 333 institutional investors held Blackstone (BX) as of Q3 2013, up from 302 in Q2 2013.
  • Funds reported $7.82B of Blackstone stock for Q3 2013, up 29% quarter-over-quarter.
  • 53 funds opened new Blackstone positions in Q3 2013 and 19 closed out, a net change of +34 holders.
  • The largest Blackstone buyer in Q3 2013 was Morgan Stanley, an estimated $318M added.
  • The largest Blackstone seller in Q3 2013 was Credit Suisse, an estimated $284M sold.

Based on aggregated 13F filings for Q3 2013.