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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
AWM
776
Aevitas Wealth Management
Massachusetts
-$65K -1,878 Closed
CFN
777
Cordasco Financial Network
Florida
-$58K -1,663 Closed
Marshall Wace
778
Marshall Wace
United Kingdom
-$50K -1,434 Closed
AIL
779
AGF Investments LLC
Ontario, Canada
-$40K -1,140 Closed
BWA
780
Burt Wealth Advisors
Maryland
-$40K -1,130 Closed
RFWA
781
RPg Family Wealth Advisory
Massachusetts
-$38.1K -1,090 Closed
WTB
782
Washington Trust Bank
Washington
-$35K -1,000 Closed
GTAM
783
Global Trust Asset Management
Florida
-$34K -975 Closed
FNBOSM
784
First National Bank of South Miami
Florida
-$25K -720 Closed
HFM
785
Hartford Financial Management
Connecticut
-$21K -595 Closed
SQA
786
Simon Quick Advisors
New Jersey
-$17K -500 Closed
BWM
787
BerganKDV Wealth Management
Minnesota
-$16K -450 Closed
PMFA
788
Plante Moran Financial Advisors
Michigan
-$12K -337 Closed
WAS
789
WESPAC Advisors SoCal
California
-$10K -288 Closed
GCM
790
Gables Capital Management
Florida
-$8K -240 Closed
LA
791
Legacy Advisors
Pennsylvania
-$7K -200 Closed
TCM
792
Tradewinds Capital Management
Washington
-$7K -200 Closed
IF
793
Ironwood Financial
Arizona
-$5K -150 Closed
RTC
794
Riverview Trust Company
Washington
-$5K -147 Closed
HH
795
HWG Holdings
Texas
-$4K -128 Closed
PGWM
796
Parisi Gray Wealth Management
New Jersey
-$4K -126 Closed
IBOK
797
Independence Bank of Kentucky
Kentucky
-$4K -125 Closed
AP
798
Atwood & Palmer
Missouri
-$4K -115 Closed
CI
799
CX Institutional
Indiana
-$3K -75 Closed
AIS
800
Accurate Investment Solutions
Pennsylvania
-$2K -60 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.