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Blackstone

608 hedge funds and large institutions have $10B invested in Blackstone in 2017 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 248 increasing their positions, 157 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 39

58% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 157

19% more funds holding in top 10

Funds holding in top 10: 2732 (+5)

13% more capital invested

Capital invested by funds: $8.87B → $10B (+$1.14B)

9% more funds holding

Funds holding: 560608 (+48)

4% more call options, than puts

Call options by funds: $506M | Put options by funds: $484M

1.6% less ownership

Funds ownership: 50.9%49.3% (-1.6%)

Holders
608
Holders Change
+48
Holders Change %
+8.57%
% of All Funds
15.16%
Holding in Top 10
32
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+18.52%
% of All Funds
0.8%
New
93
Increased
248
Reduced
157
Closed
39
Calls
$506M
Puts
$484M
Net Calls
+$21.4M
Net Calls Change
+$145M
Name Holding Trade Value Shares
Change
Change in
Stake
OLA
151
Oliver Luxxe Assets
New Jersey
$5.21M +$17.2K +548 +0.4%
BAM
152
Barrett Asset Management
New York
$5.2M -$116K -3,700 -2%
DnB Asset Management
153
DnB Asset Management
Norway
$5.18M +$94.1K +3,000 +2%
CIG
154
Consolidated Investment Group
Colorado
$5.14M +$872K +27,800 +22%
JSA
155
Jacobson & Schmitt Advisors
Wisconsin
$4.95M +$31.8K +1,014 +0.7%
ACM
156
Advisors Capital Management
New Jersey
$4.89M +$296K +9,444 +7%
PMAM
157
Picton Mahoney Asset Management
Ontario, Canada
$4.83M -$659K -21,000 -13%
BI
158
Bramshill Investments
Florida
$4.83M +$4.54M +144,864 New
VKH
159
Virtu KCG Holdings
New York
$4.78M -$141K -4,506 -3%
SFP
160
Shepherd Financial Partners
Massachusetts
$4.76M -$52.6K -1,676 -1%
Cambridge Investment Research Advisors
161
Cambridge Investment Research Advisors
Iowa
$4.7M +$720K +22,949 +19%
JMPWA
162
JP Morgan Private Wealth Advisors
California
$4.59M +$1.62M +51,522 +60%
CAG
163
Crestwood Advisors Group
Massachusetts
$4.43M -$3.14K -100 -0.1%
RIL
164
Rothschild Investment LLC
Illinois
$4.4M +$198K +6,312 +5%
ZCA
165
Zeke Capital Advisors
Pennsylvania
$4.36M
AG
166
Advisor Group
Arizona
$4.33M +$926K +29,527 +29%
TAM
167
Tealwood Asset Management
Minnesota
$4.31M -$56.9K -1,814 -1%
TYCC
168
Texas Yale Capital Corp
Florida
$4.19M -$223K -7,116 -5%
ED
169
Exane Derivatives
France
$4.18M -$3.97M -126,439 -50%
11A
170
10-15 Associates
New York
$4.06M +$20.1K +640 +0.5%
ACM
171
Adalta Capital Management
New York
$4.06M +$59.3K +1,890 +2%
EIA
172
Edgemoor Investment Advisors
Maryland
$3.9M +$1.69M +53,799 +85%
AL
173
Airain Ltd
Guernsey
$3.89M +$3.37M +107,294 +1,144%
MML Investors Services
174
MML Investors Services
Massachusetts
$3.87M -$23.4K -746 -0.6%
Wolverine Trading
175
Wolverine Trading
Illinois
$3.77M +$1.71M +54,656 +93%

BX Hedge Fund Activity: Q2 2017 in Review

608 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Blackstone (BX) for Q2 2017, worth a combined $10B — up 13% from $8.87B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new BX positions and 39 closed out — a net gain of 54 holders — while 248 added to existing stakes and 157 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $233M. The largest seller was ING Group, exiting entirely with an estimated $293M sold.

  • 608 institutional investors held Blackstone (BX) as of Q2 2017, up from 560 in Q1 2017.
  • Funds reported $10B of Blackstone stock for Q2 2017, up 13% quarter-over-quarter.
  • 93 funds opened new Blackstone positions in Q2 2017 and 39 closed out, a net change of +54 holders.
  • The largest Blackstone buyer in Q2 2017 was Janus Henderson Group, an estimated $233M added.
  • The largest Blackstone seller in Q2 2017 was ING Group, an estimated $293M sold.

Based on aggregated 13F filings for Q2 2017.