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Blackstone

669 hedge funds and large institutions have $10.5B invested in Blackstone in 2018 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 234 increasing their positions, 222 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more call options, than puts

Call options by funds: $543M | Put options by funds: $417M

5% more repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 222

2% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 56

0% more capital invested

Capital invested by funds: $10.5B → $10.5B (+$6.39M)

0% less funds holding

Funds holding: 672669 (-3)

0.69% less ownership

Funds ownership: 49.81%49.13% (-0.69%)

4% less funds holding in top 10

Funds holding in top 10: 2625 (-1)

Holders
669
Holders Change
-3
Holders Change %
-0.45%
% of All Funds
15.32%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.57%
New
57
Increased
234
Reduced
222
Closed
56
Calls
$543M
Puts
$417M
Net Calls
+$126M
Net Calls Change
+$77M
Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
151
Chicago Partners Investment Group
Illinois
$4.53M -$111K -3,489 -2%
MC
152
Maverick Capital
Texas
$4.5M +$4.45M +139,730 New
AG
153
Advisor Group
Arizona
$4.44M -$339K -10,654 -7%
BDWM
154
Brewin Dolphin Wealth Management
Ireland
$4.38M +$493K +15,500 +13%
AA
155
Ancora Advisors
Ohio
$4.35M -$592K -18,592 -12%
TYCC
156
Texas Yale Capital Corp
Florida
$4.31M
RIL
157
Rothschild Investment LLC
Illinois
$4.3M +$32K +1,005 +0.8%
Allianz Asset Management
158
Allianz Asset Management
Germany
$4.18M +$1.43M +45,000 +53%
ACM
159
Advisors Capital Management
New Jersey
$4.03M -$215K -6,747 -5%
Creative Planning
160
Creative Planning
Kansas
$3.91M -$2.02M -63,601 -34%
BI
161
Bramshill Investments
Florida
$3.88M +$98.8K +3,106 +3%
NCM
162
Narwhal Capital Management
Georgia
$3.87M -$531K -16,675 -12%
MPA
163
Marvin & Palmer Associates
Delaware
$3.79M -$565K -17,755 -13%
11A
164
10-15 Associates
New York
$3.78M +$162K +5,077 +5%
MC
165
Moors & Cabot
Massachusetts
$3.76M +$118K +3,723 +3%
JSA
166
Jacobson & Schmitt Advisors
Wisconsin
$3.72M -$398K -12,491 -10%
MVP
167
Miller Value Partners
Florida
$3.54M
MAM
168
Mark Asset Management
New York
$3.45M +$148K +4,658 +30%
Bank of New York Mellon
169
Bank of New York Mellon
New York
$3.34M -$525K -16,490 -14%
DIP
170
DT Investment Partners
Pennsylvania
$3.33M +$228K +7,171 +7%
RGI
171
River Global Investors
United Kingdom
$3.27M +$199K +6,267 +7%
CTC
172
Chai Trust Company
Illinois
$3.22M
IR
173
IAT Reinsurance
New York
$3.22M
SC
174
Scotia Capital
Ontario, Canada
$3.17M -$3.34K -105 -0.1%
SDIC
175
South Dakota Investment Council
South Dakota
$3.15M

BX Hedge Fund Activity: Q2 2018 in Review

669 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Blackstone (BX) for Q2 2018, worth a combined $10.5B — up 0.06% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new BX positions and 56 closed out — a net gain of 1 holder — while 234 added to existing stakes and 222 trimmed.

The largest buyer was UBS Group, adding an estimated $182M. The largest seller was Fidelity Investments, cutting an estimated $308M.

  • 669 institutional investors held Blackstone (BX) as of Q2 2018, down from 672 in Q1 2018.
  • Funds reported $10.5B of Blackstone stock for Q2 2018, up 0.06% quarter-over-quarter.
  • 57 funds opened new Blackstone positions in Q2 2018 and 56 closed out, a net change of +1 holder.
  • The largest Blackstone buyer in Q2 2018 was UBS Group, an estimated $182M added.
  • The largest Blackstone seller in Q2 2018 was Fidelity Investments, an estimated $308M sold.

Based on aggregated 13F filings for Q2 2018.