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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
AA
126
Ancora Advisors
Ohio
$5.52M -$702K -17,612 -12%
DADC
127
D.A. Davidson & Co
Montana
$5.24M -$111K -2,776 -2%
DIP
128
DT Investment Partners
Pennsylvania
$5.1M -$8.49K -213 -0.2%
MC
129
Moors & Cabot
Massachusetts
$4.93M +$131K +3,274 +3%
LIM
130
Leavell Investment Management
Alabama
$4.88M +$1.26M +31,625 +40%
FWM
131
Focused Wealth Management
New York
$4.82M +$787K +19,724 +22%
TAM
132
Tocqueville Asset Management
New York
$4.82M -$121K -3,035 -3%
ACPU
133
Arrowgrass Capital Partners (US)
Delaware
$4.8M +$4.31M +108,169 New
NCM
134
Narwhal Capital Management
Georgia
$4.74M
WP
135
WealthPLAN Partners
Nebraska
$4.73M +$77.7K +1,949 +2%
NEI
136
Northwest & Ethical Investments
Ontario, Canada
$4.73M -$45.1K -1,131 -1%
Creative Planning
137
Creative Planning
Kansas
$4.69M -$1.24M -31,155 -23%
DCM
138
Dupont Capital Management
Delaware
$4.66M +$4.18M +104,823 New
11A
139
10-15 Associates
New York
$4.63M -$115K -2,881 -3%
ACM
140
Adalta Capital Management
New York
$4.52M -$328K -8,227 -7%
KACA
141
Kayne Anderson Capital Advisors
California
$4.47M
CTC
142
Chai Trust Company
Illinois
$4.44M
IR
143
IAT Reinsurance
New York
$4.44M
CAM
144
Cozad Asset Management
Illinois
$4.36M -$629K -15,770 -14%
SDIC
145
South Dakota Investment Council
South Dakota
$4.35M
PGAM
146
Princeton Global Asset Management
New Jersey
$4.28M +$186K +4,672 +5%
EIP
147
Easterly Investment Partners
Massachusetts
$4.27M -$4.47M -112,119 -54%
GBA
148
Garrison Bradford & Associates
New York
$4.21M +$1.4M +35,100 +59%
M&T Bank
149
M&T Bank
New York
$4.19M -$734K -18,394 -16%
FAAS
150
First Allied Advisory Services
California
$4.1M +$92.4K +2,316 +3%

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.