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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
SIM
76
Sadoff Investment Management
Wisconsin
$14.5M +$21.3K +534 +0.2%
SMH
77
Sanders Morris Harris
Texas
$14M +$1.96M +49,050 +18%
AHC
78
Adell Harriman & Carpenter
Texas
$13.9M +$480K +12,040 +4%
PCA
79
Private Capital Advisors
Connecticut
$13.6M -$17.3K -435 -0.1%
PMAM
80
Picton Mahoney Asset Management
Ontario, Canada
$12.5M +$11.2M +281,800 New
CA
81
Commerzbank Aktiengesellschaft
Germany
$11.9M
Skandinaviska Enskilda Banken (SEB)
82
Skandinaviska Enskilda Banken (SEB)
Sweden
$11.8M +$598K +15,000 +6%
PC
83
Polar Capital
United Kingdom
$11.7M -$344K -8,622 -3%
JIC
84
JRM Investment Counsel
Nebraska
$11.7M +$339K +8,506 +3%
Cambridge Investment Research Advisors
85
Cambridge Investment Research Advisors
Iowa
$11.6M +$850K +21,302 +9%
Fayez Sarofim & Co
86
Fayez Sarofim & Co
Texas
$11.5M +$3.99M +100,000 +63%
AllianceBernstein
87
AllianceBernstein
Tennessee
$11.2M -$32.2M -808,292 -76%
AG
88
Advisor Group
Arizona
$10.4M -$501K -12,561 -5%
UC
89
Unio Capital
New Jersey
$10.3M -$974K -24,423 -10%
PAG
90
Private Advisor Group
New Jersey
$10.2M +$48.6K +1,219 +0.5%
AM
91
Account Management
Massachusetts
$9.6M -$124K -3,111 -1%
EAM
92
EULAV Asset Management
Florida
$8.88M -$1.79M -45,000 -18%
MVP
93
Miller Value Partners
Florida
$8.71M -$598K -15,000 -7%
SIG
94
Sargent Investment Group
Maryland
$8.54M -$486K -12,175 -6%
VIP
95
Vantage Investment Partners
Missouri
$8.53M -$10.6M -266,821 -58%
AP
96
Archon Partners
New Jersey
$8.44M
LTFS
97
Ladenburg Thalmann Financial Services
Florida
$7.77M -$1.6M -40,019 -19%
OC
98
Oppenheimer & Co
New York
$7.77M -$1.09M -27,232 -13%
EIA
99
Edgemoor Investment Advisors
Maryland
$7.75M +$65.2K +1,635 +0.9%
BlackRock
100
BlackRock
New York
$7.68M -$551K -13,816 -7%

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.