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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
CF
151
CNA Financial
Illinois
$4.09M +$3.67M +92,000 New
ACG
152
Allen Capital Group
Nebraska
$4.08M -$7.02K -176 -0.2%
BG
153
Bahl & Gaynor
Ohio
$4.04M
SSG
154
Summit Securities Group
New York
$4.02M +$3.61M +90,400 New
SCM
155
SOL Capital Management
Maryland
$3.85M -$269K -6,750 -7%
SC
156
Scotia Capital
Ontario, Canada
$3.82M +$408K +10,236 +14%
PA
157
Pinnacle Associates
New York
$3.82M +$236K +5,922 +7%
CBTWT
158
Community Bank & Trust (Waco, Texas)
Texas
$3.78M -$69K -1,731 -2%
TC
159
Telemus Capital
Michigan
$3.77M +$2.67M +66,975 +380%
OIA
160
OneDigital Investment Advisors
Kansas
$3.74M +$3.33M +83,550 +11,834%
GWM
161
Greenwich Wealth Management
Connecticut
$3.74M
SFP
162
Shepherd Financial Partners
Massachusetts
$3.7M +$638 +16 +0%
POIA
163
Pin Oak Investment Advisors
Texas
$3.62M -$393K -9,860 -11%
IAA
164
Independent Advisor Alliance
North Carolina
$3.6M +$263K +6,595 +9%
BIC
165
Beach Investment Counsel
Pennsylvania
$3.57M
BFS
166
Bradley Foster & Sargent
Connecticut
$3.41M +$2.61M +65,500 +581%
CCM
167
Compton Capital Management
Rhode Island
$3.41M +$5.98K +150 +0.2%
MCP
168
Mirador Capital Partners
California
$3.39M -$53.6K -1,345 -2%
CSA
169
Cottage Street Advisors
Massachusetts
$3.35M +$9.85K +247 +0.3%
NIM
170
Northeast Investment Management
Massachusetts
$3.29M +$106K +2,659 +4%
TSS
171
Thomas Story & Son
Indiana
$3.15M
BTS
172
BB&T Securities
Virginia
$3.12M -$1.31M -32,819 -32%
CBA
173
Coastal Bridge Advisors
Connecticut
$3.06M
FIM
174
Frontier Investment Management
Texas
$3.06M +$33.2K +832 +1%
BCM
175
Bluefin Capital Management
New York
$3.04M +$2.73M +68,500 New

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.