We are live on ! Find out more
BX icon

Blackstone

638 hedge funds and large institutions have $13.9B invested in Blackstone in 2019 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 197 increasing their positions, 215 reducing their positions, and 162 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more funds holding in top 10

Funds holding in top 10: 2940 (+11)

27% more capital invested

Capital invested by funds: $10.9B → $13.9B (+$2.98B)

0.14% more ownership

Funds ownership: 47.21%47.35% (+0.14%)

2% less call options, than puts

Call options by funds: $650M | Put options by funds: $664M

8% less repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 215

13% less funds holding

Funds holding: 731638 (-93)

50% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 162

Holders
638
Holders Change
-93
Holders Change %
-12.72%
% of All Funds
13.86%
Holding in Top 10
40
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+37.93%
% of All Funds
0.87%
New
81
Increased
197
Reduced
215
Closed
162
Calls
$650M
Puts
$664M
Net Calls
-$14.7M
Net Calls Change
-$117M
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
751
Capital Investment Advisory Services
North Carolina
-$199K -5,703 Closed
BWA
752
BDO Wealth Advisors
Florida
-$175K -5,017 Closed
FCA
753
FinTrust Capital Advisors
South Carolina
-$167K -4,780 Closed
ACS
754
Archford Capital Strategies
Illinois
-$164K -4,677 Closed
ADL
755
Asset Dedication LLC
California
-$157K -4,500 Closed
BRC
756
Bell Rock Capital
Delaware
-$157K -4,500 Closed
WB
757
Webster Bank
Connecticut
-$157K -4,468 Closed
NWA
758
New World Advisors
Massachusetts
-$154K -4,400 Closed
PG
759
Proffitt & Goodson
Tennessee
-$138K -3,960 Closed
GWS
760
Glassman Wealth Services
Virginia
-$138K -3,932 Closed
WCM
761
Whitener Capital Management
North Carolina
-$132K -3,777 Closed
YWP
762
YorkBridge Wealth Partners
New York
-$119K -3,400 Closed
OFW
763
Omnia Family Wealth
Florida
-$118K -3,367 Closed
BDS
764
Banco de Sabadell
Florida
-$113K -3,250 Closed
CAM
765
Columbia Asset Management
Michigan
-$111K -3,175 Closed
CGT
766
Capital Guardian Trust
California
-$108K -3,085 Closed
FAM
767
Formidable Asset Management
Ohio
-$547K -3,042 Closed
EWM
768
Executive Wealth Management
Michigan
-$98K -2,802 Closed
PK
769
Pflug Koory
Nebraska
-$95K -2,725 Closed
PFBT
770
Parkside Financial Bank & Trust
Missouri
-$84K -2,408 Closed
WAP
771
Wealthcare Advisory Partners
Pennsylvania
-$82K -2,357 Closed
MFW
772
Mosaic Family Wealth
Missouri
-$72K -2,057 Closed
TWA
773
TCI Wealth Advisors
Arizona
-$71K -2,034 Closed
HIIFS
774
Harel Insurance Investments & Financial Services
Israel
-$70K -2,000 Closed
PAI
775
Pittenger & Anderson Inc
Nebraska
-$70K -2,000 Closed

BX Hedge Fund Activity: Q2 2019 in Review

638 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Blackstone (BX) for Q2 2019, worth a combined $13.9B — up 27% from $10.9B a quarter earlier.

Sellers outnumbered buyers: 162 funds closed out of BX and 81 opened new positions — a net loss of 81 holders — while 215 trimmed existing stakes and 197 added.

The largest buyer was Capital International Investors, opening a new position worth an estimated $472M. The largest seller was Bank of Montreal, cutting an estimated $367M.

  • 638 institutional investors held Blackstone (BX) as of Q2 2019, down from 731 in Q1 2019.
  • Funds reported $13.9B of Blackstone stock for Q2 2019, up 27% quarter-over-quarter.
  • 81 funds opened new Blackstone positions in Q2 2019 and 162 closed out, a net change of -81 holders.
  • The largest Blackstone buyer in Q2 2019 was Capital International Investors, an estimated $472M added.
  • The largest Blackstone seller in Q2 2019 was Bank of Montreal, an estimated $367M sold.

Based on aggregated 13F filings for Q2 2019.