Blackstone
560 hedge funds and large institutions have $8.87B invested in Blackstone in 2017 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 236 increasing their positions, 145 reducing their positions, and 41 closing their positions.
80% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 41
63% more repeat investments, than reductions
Existing positions increased: 236 | Existing positions reduced: 145
29% more funds holding in top 10
Funds holding in top 10: 21 → 27 (+6)
15% more capital invested
Capital invested by funds: $7.72B → $8.87B (+$1.16B)
5% more funds holding
Funds holding: 531 → 560 (+29)
0.93% more ownership
Funds ownership: 49.97% → 50.9% (+0.93%)
26% less call options, than puts
Call options by funds: $355M | Put options by funds: $479M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$92.1M |
| 2 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$77.2M |
| 3 |
Alkeon Capital Management
New York
|
+$56.4M |
| 4 |
Morgan Stanley
New York
|
+$55.9M |
| 5 |
Citigroup
New York
|
+$46.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
-$155M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$113M |
| 3 |
N
Natixis
Paris,
France
|
-$59.3M |
| 4 |
JP Morgan Chase
New York
|
-$43.3M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$37.5M |
BX Hedge Fund Activity: Q1 2017 in Review
560 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Blackstone (BX) for Q1 2017, worth a combined $8.87B — up 15% from $7.72B a quarter earlier.
Buyers outnumbered sellers: 74 funds opened new BX positions and 41 closed out — a net gain of 33 holders — while 236 added to existing stakes and 145 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $92.1M. The largest seller was Thornburg Investment Management, exiting entirely with an estimated $155M sold.
- 560 institutional investors held Blackstone (BX) as of Q1 2017, up from 531 in Q4 2016.
- Funds reported $8.87B of Blackstone stock for Q1 2017, up 15% quarter-over-quarter.
- 74 funds opened new Blackstone positions in Q1 2017 and 41 closed out, a net change of +33 holders.
- The largest Blackstone buyer in Q1 2017 was Susquehanna International Group, an estimated $92.1M added.
- The largest Blackstone seller in Q1 2017 was Thornburg Investment Management, an estimated $155M sold.
Based on aggregated 13F filings for Q1 2017.