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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
JFA
751
JNBA Financial Advisors
Minnesota
$93K -$4.88K -100 -5%
IFAM
752
Institutional & Family Asset Management
Colorado
$90K +$9.51K +195 +12%
CFN
753
Cordasco Financial Network
Florida
$83K +$82.7K +1,696 New
S
754
SignatureFD
Georgia
$80K +$26.3K +540 +49%
MCM
755
Manchester Capital Management
Vermont
$79K
MA
756
MCF Advisors
Kentucky
$73K +$73.2K +1,500 New
M
757
MOTCO
Texas
$73K +$73.2K +1,500 New
PCM
758
Princeton Capital Management
New Jersey
$68K
SAM
759
Shamrock Asset Management
Texas
$66K
KPCM
760
Kings Point Capital Management
New York
$62K +$62.2K +1,276 New
VC
761
Vestor Capital
Illinois
$61K
MAM
762
Meeder Asset Management
Ohio
$60K +$59.5K +1,220 New
SIA
763
SeaBridge Investment Advisors
New Jersey
$59K
HWA
764
Heritage Wealth Advisors
Virginia
$59K +$40.1K +823 +206%
BAMG
765
Brand Asset Management Group
Missouri
$57K +$5.37K +110 +11%
BWM
766
Baystate Wealth Management
Massachusetts
$56K +$29.9K +614 +115%
CAC
767
Certified Advisory Corp
Florida
$55K +$341 +7 +0.6%
UBS AM
768
UBS AM
Illinois
$52.6K -$6.54K -134 -11%
BWL
769
Bogart Wealth LLC
Virginia
$49K
AF
770
Arrow Financial
New York
$49K +$10.1K +208 +26%
VRM
771
Vectors Research Management
New York
$49K +$48.8K +1,000 New
GTAM
772
Global Trust Asset Management
Florida
$44K +$43.9K +900 New
DAM
773
Delta Asset Management
Tennessee
$43K +$49 +1 +0.1%
BFC
774
Bedel Financial Consulting
Indiana
$39K
IRC
775
Investors Research Corp
Georgia
$39K

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.