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Blackstone

1,022 hedge funds and large institutions have $22.6B invested in Blackstone in 2020 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 383 increasing their positions, 381 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more capital invested

Capital invested by funds: $17.2B → $22.6B (+$5.38B)

23% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 94

2.98% more ownership

Funds ownership: 56.57%59.55% (+3%)

2% more funds holding

Funds holding: 1,0051,022 (+17)

8% more call options, than puts

Call options by funds: $619M | Put options by funds: $573M

1% more repeat investments, than reductions

Existing positions increased: 383 | Existing positions reduced: 381

2% less funds holding in top 10

Funds holding in top 10: 5655 (-1)

Holders
1,022
Holders Change
+17
Holders Change %
+1.69%
% of All Funds
20.95%
Holding in Top 10
55
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.79%
% of All Funds
1.13%
New
116
Increased
383
Reduced
381
Closed
94
Calls
$619M
Puts
$573M
Net Calls
+$46.3M
Net Calls Change
+$202M
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
51
Citigroup
New York
$63.1M -$12.5M -238,162 -18%
N
52
Nuveen
North Carolina
$60.5M +$21.5M +408,372 +62%
Goldman Sachs
53
Goldman Sachs
New York
$55.7M -$20.6M -390,872 -28%
SSM
54
Sound Shore Management
Connecticut
$54.8M +$50.9M +967,232 New
Westfield Capital Management
55
Westfield Capital Management
Massachusetts
$54.8M -$35.7M -678,508 -41%
National Pension Service
56
National Pension Service
South Korea
$53.5M +$47.1M +895,142 +1,841%
Stifel Financial
57
Stifel Financial
Missouri
$52.3M +$2.99M +56,894 +7%
Artisan Partners
58
Artisan Partners
Wisconsin
$51.4M -$7.46M -141,786 -14%
UIM
59
USS Investment Management
United Kingdom
$48.8M -$13.1M -249,061 -22%
AAMU
60
Amundi Asset Management US
Massachusetts
$47M -$8.55M -162,535 -16%
HSBC Holdings
61
HSBC Holdings
United Kingdom
$46.3M +$11.9M +225,747 +38%
CAG
62
Crestwood Advisors Group
Massachusetts
$45.4M +$6.14M +116,570 +17%
Dimensional Fund Advisors
63
Dimensional Fund Advisors
Texas
$45M +$6.13M +116,542 +17%
State of Wisconsin Investment Board
64
State of Wisconsin Investment Board
Wisconsin
$43.7M +$2.43M +46,226 +6%
Russell Investments Group
65
Russell Investments Group
United Kingdom
$43.3M +$2.18M +41,350 +6%
Allianz Asset Management
66
Allianz Asset Management
Germany
$43M +$15.2M +289,545 +62%
ESBC
67
E.S. Barr & Co
Kentucky
$42.8M -$1.09M -20,720 -3%
AIM
68
Alphinity Investment Management
Australia
$41.9M +$4.01M +76,241 +11%
AIM
69
Artemis Investment Management
United Kingdom
$41.8M -$88M -1,672,444 -69%
CIM
70
CCLA Investment Management
United Kingdom
$41.3M +$38.3M +728,625 New
William Blair & Company
71
William Blair & Company
Illinois
$38.8M -$256K -4,873 -0.7%
BHC
72
Bowen Hanes & Co
Florida
$38.1M +$3.71M +70,490 +12%
CPC
73
Cookson Peirce & Co
Pennsylvania
$37.5M -$315K -5,976 -0.9%
CLOS
74
Compagnie Lombard Odier SCmA
Switzerland
$37.2M +$10.3M +196,173 +43%
PPC
75
Park Presidio Capital
California
$36.8M +$34.2M +650,000 New

BX Hedge Fund Activity: Q2 2020 in Review

1,022 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Blackstone (BX) for Q2 2020, worth a combined $22.6B — up 31% from $17.2B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new BX positions and 94 closed out — a net gain of 22 holders — while 383 added to existing stakes and 381 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $596M. The largest seller was Capital World Investors, cutting an estimated $313M.

  • 1,022 institutional investors held Blackstone (BX) as of Q2 2020, up from 1,005 in Q1 2020.
  • Funds reported $22.6B of Blackstone stock for Q2 2020, up 31% quarter-over-quarter.
  • 116 funds opened new Blackstone positions in Q2 2020 and 94 closed out, a net change of +22 holders.
  • The largest Blackstone buyer in Q2 2020 was Wellington Management Group, an estimated $596M added.
  • The largest Blackstone seller in Q2 2020 was Capital World Investors, an estimated $313M sold.

Based on aggregated 13F filings for Q2 2020.