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Blackstone
BX

333 hedge funds and large institutions have $7.82B invested in Blackstone in 2013 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 126 increasing their positions, 88 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 19

43% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 88

38% more call options, than puts

Call options by funds: $323M | Put options by funds: $234M

37% more funds holding in top 10

Funds holding in top 10: 19 → 26 (+7)

29% more capital invested

Capital invested by funds: $6.08B → $7.82B (+$1.75B)

10% more funds holding

Funds holding: 302 → 333 (+31)

4.07% more ownership

Funds ownership: 64.64% → 68.72% (+4.1%)

Holders
333
Holders Change
+31
Holders Change %
+10.26%
% of All Funds
10.8%
Holding in Top 10
26
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+36.84%
% of All Funds
0.84%
New
53
Increased
126
Reduced
88
Closed
19
Calls
$323M
Puts
$234M
Net Calls
+$88.9M
Net Calls Change
-$20M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$318M
2
IG
ING Group
Netherlands
+$217M
3
Bank of America
Bank of America
North Carolina
+$200M
4
JP Morgan Chase
JP Morgan Chase
New York
+$65.9M
5
HT
HAP Trading
New York
+$52.9M

Top Sellers

Rank Fund Capital Flow
1
CS
Credit Suisse
Switzerland
-$284M
2
WRF
Waddell & Reed Financial
Kansas
-$113M
3
TGA
Trilogy Global Advisors
Florida
-$85.2M
4
Citigroup
Citigroup
New York
-$39.3M
5
U
UBS
Switzerland
-$37M
Name Holding Trade Value Shares
Change 		Change in
Stake
DnB Asset Management
126
DnB Asset Management
Norway
$3.35M -$113K -5,095 -4%
HJMC
127
Hellman Jordan Management Company
Massachusetts
$3.32M -$2.94K -132 -0.1%
CIG
128
Consolidated Investment Group
Colorado
$3.15M – – –
RA
129
Rational Advisors
New York
$3.04M -$49.9K -2,242 -2%
UCFA
130
United Capital Financial Advisors
Texas
$3M +$810K +36,378 +42%
SCM
131
Silver Capital Management
New York
$2.97M -$184K -8,264 -6%
PSI
132
Pinnacle Summer Investments
Virginia
$2.93M +$568K +25,522 +27%
PWP
133
Private Wealth Partners
California
$2.83M – – –
AIU
134
Algebris Investments (UK)
United Kingdom
$2.83M +$1.44M +64,502 +126%
OC
135
Oppenheimer & Co
New York
$2.77M -$457K -20,537 -15%
1832 Asset Management
136
1832 Asset Management
Ontario, Canada
$2.7M – – –
GT
137
Glenmede Trust
Pennsylvania
$2.56M +$52.2K +2,344 +2%
SCM
138
SOL Capital Management
Maryland
$2.53M -$11.3K -509 -0.5%
DekaBank Deutsche Girozentrale
139
DekaBank Deutsche Girozentrale
Germany
$2.51M +$2.28M +102,613 New
SONJCPFA
140
State of New Jersey Common Pension Fund A
New Jersey
$2.49M +$2.27M +101,900 New
BWFA
141
Baltimore-Washington Financial Advisors
Maryland
$2.48M +$2.26M +101,375 New
WSCM
142
Wellington Shields Capital Management
New York
$2.44M – – –
CAM
143
Cacti Asset Management
Georgia
$2.42M -$193K -8,662 -8%
WA
144
WFG Advisors
Texas
$2.4M +$308K +13,851 +16%
SIA
145
SeaBridge Investment Advisors
New Jersey
$2.39M +$115K +5,156 +6%
NEI
146
Northwest & Ethical Investments
Ontario, Canada
$2.34M +$449K +20,176 +27%
GBA
147
Garrison Bradford & Associates
New York
$2.25M – – –
MCM
148
Mazama Capital Management
Oregon
$2.24M +$461K +20,698 +29%
CIBC World Market
149
CIBC World Market
Ontario, Canada
$2.05M +$1.87M +84,023 New
CCM
150
Compton Capital Management
Rhode Island
$2.05M -$4.52K -203 -0.2%
4 5
6
7 8

BX Hedge Fund Activity: Q3 2013 in Review

333 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Blackstone (BX) for Q3 2013, worth a combined $7.82B — up 29% from $6.08B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new BX positions and 19 closed out — a net gain of 34 holders — while 126 added to existing stakes and 88 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $318M. The largest seller was Credit Suisse, cutting an estimated $284M.

  • 333 institutional investors held Blackstone (BX) as of Q3 2013, up from 302 in Q2 2013.
  • Funds reported $7.82B of Blackstone stock for Q3 2013, up 29% quarter-over-quarter.
  • 53 funds opened new Blackstone positions in Q3 2013 and 19 closed out, a net change of +34 holders.
  • The largest Blackstone buyer in Q3 2013 was Morgan Stanley, an estimated $318M added.
  • The largest Blackstone seller in Q3 2013 was Credit Suisse, an estimated $284M sold.

Based on aggregated 13F filings for Q3 2013.