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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
AI
76
Ariel Investments
Illinois
$22.8M -$15.2M -311,208 -40%
CM
77
Castleark Management
Illinois
$22.3M +$22.3M +457,050 New
LPL Financial
78
LPL Financial
California
$22.1M +$2.62M +53,669 +13%
BHC
79
Bowen Hanes & Co
Florida
$21.7M +$21.7M +444,585 New
PI
80
Pennant Investors
New Jersey
$21.5M
RJFSA
81
Raymond James Financial Services Advisors
Florida
$20.8M -$444K -9,099 -2%
BWP
82
Baldwin Wealth Partners
Massachusetts
$20.6M -$1.06M -21,704 -5%
TM
83
Tiger Management
New York
$20.3M -$27.2M -557,747 -57%
Dimensional Fund Advisors
84
Dimensional Fund Advisors
Texas
$20.2M +$20.1M +412,930 New
SI
85
Stephens Inc
Arkansas
$19.6M -$267K -5,476 -1%
RCM
86
Riverpark Capital Management
New York
$19.6M -$7.04M -144,362 -26%
TAM
87
Telemark Asset Management
Massachusetts
$19.5M +$19.5M +400,000 New
Ameriprise
88
Ameriprise
Minnesota
$19.3M -$2M -40,908 -9%
LP
89
LMR Partners
United Kingdom
$19.1M +$19.1M +392,033 New
Deutsche Bank
90
Deutsche Bank
Germany
$18.5M -$2.85M -58,516 -13%
CPC
91
Cookson Peirce & Co
Pennsylvania
$18.2M +$18.2M +372,545 New
WCP
92
Welch Capital Partners
New York
$18.2M -$2.25M -46,140 -11%
AIM
93
Alphinity Investment Management
Australia
$16.8M +$16.8M +344,018 New
Twin Tree Management
94
Twin Tree Management
Texas
$16.5M +$16.5M +338,591 New
SMH
95
Sanders Morris Harris
Texas
$16.2M +$802K +16,450 +5%
KB
96
Kimelman & Baird
New York
$16.1M +$16.1M +330,650 New
AHC
97
Adell Harriman & Carpenter
Texas
$15.9M +$698K +14,305 +5%
SIM
98
Sadoff Investment Management
Wisconsin
$15.9M -$107K -2,184 -0.7%
DWM
99
Destination Wealth Management
California
$15.7M +$15.7M +322,457 New
GJCM
100
Grand Jean Capital Management
California
$15.5M -$3.7M -75,904 -19%

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.