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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
AIM
726
Advantage Investment Management
Iowa
$156K -$9.66K -198 -6%
EWM
727
Edge Wealth Management
New York
$151K
GWS
728
Glassman Wealth Services
Virginia
$148K +$148K +3,032 New
BRWM
729
B. Riley Wealth Management
Tennessee
$147K -$288K -5,906 -66%
BBHC
730
Brown Brothers Harriman & Co
New York
$140K +$41.9K +860 +43%
RMC
731
Resources Management Corp
Connecticut
$139K +$139K +2,850 New
CAGAS
732
Capital Advisory Group Advisory Services
Minnesota
$138K
PO
733
Private Ocean
California
$134K -$8K -164 -6%
SCA
734
Stonebridge Capital Advisors
Minnesota
$134K
PK
735
Pflug Koory
Nebraska
$133K +$133K +2,725 New
Bessemer Group
736
Bessemer Group
New Jersey
$128K -$442K -9,073 -78%
CTC
737
Central Trust Company
Missouri
$124K +$123K +2,525 New
OC
738
Oakworth Capital
Alabama
$119K
ATFA
739
All Terrain Financial Advisors
Minnesota
$118K -$146K -2,986 -55%
PFBT
740
Parkside Financial Bank & Trust
Missouri
$118K +$117K +2,408 New
ST
741
Smithfield Trust
Pennsylvania
$106K +$7.8K +160 +8%
PFO
742
Pathstone Family Office
New Jersey
$105K +$106K +2,174 New
Credit Agricole
743
Credit Agricole
France
$104K +$104K +2,129 New
Parallax Volatility Advisers
744
Parallax Volatility Advisers
California
$99K -$488 -10 -0.5%
LF
745
Lee Financial
Texas
$98K -$27.9K -572 -22%
PAI
746
Pittenger & Anderson Inc
Nebraska
$98K +$97.5K +2,000 New
WWM
747
Willingdon Wealth Management
North Carolina
$98K +$97.5K +2,000 New
AJ
748
Ashburton (Jersey)
Jersey
$98K +$98.2K +2,014 New
WCG
749
Weaver Consulting Group
California
$96K +$4.88K +100 +5%
WAP
750
Wealthcare Advisory Partners
Pennsylvania
$95K +$94.6K +1,939 New

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.