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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
WT
901
Washington Trust
Rhode Island
-$206K -4,650 Closed
Fisher Asset Management
902
Fisher Asset Management
Washington
-$206K -4,639 Closed
APP
903
Avantax Planning Partners
Iowa
-$206K -4,449 Closed
QFA
904
Quattro Financial Advisors
Texas
-$188K -4,140 Closed
SCP
905
Syntal Capital Partners
Texas
-$169K -3,818 Closed
IAM
906
Iridian Asset Management
Connecticut
-$80K -1,800 Closed
PCIA
907
Prime Capital Investment Advisors
Kansas
-$80K -1,800 Closed
CWA
908
Clarus Wealth Advisors
Arizona
-$78K -1,762 Closed
ATC
909
Adirondack Trust Company
New York
-$76K -1,701 Closed
ESB
910
Essex Savings Bank
Connecticut
-$67K -1,525 Closed
FMTCOCP
911
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
-$68K -1,525 Closed
BL
912
Balentine LLC
Georgia
-$62K -1,401 Closed
PFC
913
Phocas Financial Corp
California
-$47K -1,062 Closed
MWM
914
Meridian Wealth Management
Kentucky
-$402 -905 Closed
TC
915
Trust Company
Kansas
-$26K -575 Closed
AC
916
Avestar Capital
New York
-$12K -283 Closed
AOWM
917
Alpha Omega Wealth Management
Virginia
-$9K -200 Closed
AIC
918
Archer Investment Corporation
Indiana
-$9K -200 Closed
BCI
919
Brinker Capital Investments
Pennsylvania
-$8K -183 Closed
SFG
920
SevenBridge Financial Group
Pennsylvania
-$8K -176 Closed
EDRH
921
Edmond de Rothschild Holding
Switzerland
-$6K -145 Closed

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.