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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
EWM
801
Endurance Wealth Management
Rhode Island
$17K
WAS
802
Winch Advisory Services
Wisconsin
$17K +$98 +2 +0.6%
AWM
803
Avior Wealth Management
Nebraska
$15K
WC
804
Weil Company
California
$15K +$14.6K +300 New
KFS
805
Kelly Financial Services
Massachusetts
$14.7K
NL
806
NVWM LLC
Pennsylvania
$13K -$13.4K -275 -50%
POIA
807
Pin Oak Investment Advisors
Texas
$12K -$3.96M -81,234 -100%
CAL
808
Capital Analysts LLC
Pennsylvania
$12K +$5.51K +113 +75%
1NWS
809
1 North Wealth Services
Maryland
$12K +$11.7K +240 New
GCM
810
Gables Capital Management
Florida
$12K +$11.7K +240 New
SWM
811
Selective Wealth Management
Virginia
$12K +$11.9K +243 New
PCTC
812
Perkins Coie Trust Company
Washington
$11K
TCM
813
Tradewinds Capital Management
Washington
$11K +$11K +225 New
PCA
814
Providence Capital Advisors
North Carolina
$11K +$11K +226 New
SJIM
815
St. Johns Investment Management
Florida
$10K
HGWM
816
Harvest Group Wealth Management
Massachusetts
$10K +$9.61K +197 New
EWA
817
Evolution Wealth Advisors
Florida
$10K +$9.66K +198 New
BCWM
818
Bartlett & Co Wealth Management
Ohio
$9.28K +$9.27K +190 New
CHC
819
City Holding Co
West Virginia
$9K
ME
820
McIlrath & Eck
Washington
$9K
BC
821
Bartlett & Co
Ohio
$9K +$9.27K +190 New
SNT
822
Security National Trust
West Virginia
$8K
IF
823
Ironwood Financial
Arizona
$7K +$7.32K +150 New
PCG
824
Private Capital Group
Connecticut
$6K -$4.97K -102 -47%
SBL
825
Sargent Bickham Lagudis
Colorado
$6K

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.