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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
TF
776
TimeScale Financial
Massachusetts
$38K
CI
777
Cooper Investors
Australia
$35.6K +$35.5K +728 New
AWMS
778
Advocacy Wealth Management Services
Georgia
$34K
RFA
779
Reilly Financial Advisors
California
$34K +$17.9K +367 +113%
TWA
780
TCI Wealth Advisors
Arizona
$32K +$31.7K +650 New
SIS
781
Sound Income Strategies
Florida
$31K -$4.73K -97 -13%
LWCFA
782
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$31K
HFM
783
Hartford Financial Management
Connecticut
$30K +$29.6K +607 New
EAM
784
Erste Asset Management
Austria
$29.3K
FFC
785
First Financial Corp
Indiana
$29K
LWA
786
Lenox Wealth Advisors
New York
$28K +$28.2K +578 New
CCMW
787
Cypress Capital Management (Wyoming)
Wyoming
$27K
PMFA
788
Plante Moran Financial Advisors
Michigan
$27K +$26.8K +549 New
GWA
789
Guidant Wealth Advisors
Illinois
$26K
BWA
790
Burt Wealth Advisors
Maryland
$26K +$25.8K +530 New
CAL
791
Capital Advisors Ltd
Ohio
$24K +$24.4K +500 New
TCOV
792
Trust Company of Vermont
Vermont
$21K
VCM
793
Vigilant Capital Management
Maine
$21K +$20.7K +425 New
QAM
794
QCI Asset Management
New York
$20K -$4.88K -100 -20%
TIM
795
Tortoise Investment Management
New York
$20K
GWMIA
796
Global Wealth Management Investment Advisory
Florida
$20K +$9.75K +200 +100%
FIA
797
FNY Investment Advisers
New York
$20K +$20.5K +420 New
FHA
798
First Horizon Advisors
Tennessee
$20K +$20.7K +425 New
EW
799
Evoke Wealth
California
$19.5K +$19.5K +400 New
AWM
800
AllSquare Wealth Management
New York
$17K

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.