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Blackstone

840 hedge funds and large institutions have $17.2B invested in Blackstone in 2019 Q3 according to their latest regulatory filings, with 288 funds opening new positions, 184 increasing their positions, 240 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

251% more first-time investments, than exits

New positions opened: 288 | Existing positions closed: 82

32% more funds holding

Funds holding: 638840 (+202)

24% more capital invested

Capital invested by funds: $13.9B → $17.2B (+$3.34B)

18% more funds holding in top 10

Funds holding in top 10: 4047 (+7)

5.97% more ownership

Funds ownership: 47.35%53.32% (+6%)

20% less call options, than puts

Call options by funds: $675M | Put options by funds: $841M

23% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 240

Holders
840
Holders Change
+202
Holders Change %
+31.66%
% of All Funds
18.42%
Holding in Top 10
47
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+17.5%
% of All Funds
1.03%
New
288
Increased
184
Reduced
240
Closed
82
Calls
$675M
Puts
$841M
Net Calls
-$165M
Net Calls Change
-$151M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
151
RiverPark Advisors
New York
$6.99M -$843K -17,290 -11%
TYCC
152
Texas Yale Capital Corp
Florida
$6.89M +$31.7K +650 +0.5%
GAM
153
Griffin Asset Management
New York
$6.88M -$6.63K -136 -0.1%
LSA
154
L & S Advisors
California
$6.76M -$16.3K -334 -0.2%
NRS
155
Neville Rodie & Shaw
New York
$6.74M +$3.76M +77,055 +126%
LIM
156
Leavell Investment Management
Alabama
$6.7M +$1.33M +27,327 +25%
UCFA
157
United Capital Financial Advisors
Texas
$6.64M +$3.95M +81,077 +148%
RIG
158
Renaissance Investment Group
Massachusetts
$6.54M -$160K -3,288 -2%
SDIC
159
South Dakota Investment Council
South Dakota
$6.47M +$1.68M +34,520 +35%
Creative Planning
160
Creative Planning
Kansas
$6.14M +$988K +20,251 +19%
US Bancorp
161
US Bancorp
Minnesota
$6.08M -$536K -10,994 -8%
DnB Asset Management
162
DnB Asset Management
Norway
$5.89M -$243K -4,985 -4%
ACI
163
AMP Capital Investors
Australia
$5.86M +$5.69M +116,670 New
JSA
164
Jacobson & Schmitt Advisors
Wisconsin
$5.79M +$5.78M +118,606 New
MC
165
Moors & Cabot
Massachusetts
$5.59M +$167K +3,416 +3%
CC
166
Cannell & Co
New York
$5.51M +$5.5M +112,775 New
DCM
167
Dupont Capital Management
Delaware
$5.48M +$358K +7,333 +7%
Nomura Asset Management
168
Nomura Asset Management
Japan
$5.46M +$5.45M +111,792 New
AA
169
Ancora Advisors
Ohio
$5.34M -$727K -14,899 -12%
ACM
170
Alpha Capital Management
Texas
$5.3M +$5.29M +108,556 New
DIP
171
DT Investment Partners
Pennsylvania
$5.29M -$317K -6,504 -6%
JWM
172
Jupiter Wealth Management
Colorado
$5.23M +$2.42M +49,545 +86%
PPA
173
Parametric Portfolio Associates
Washington
$5.21M -$19.3M -396,304 -79%
WP
174
WealthPLAN Partners
Nebraska
$5.2M -$1.76K -36 -0%
SFM
175
Soros Fund Management
New York
$5.13M +$5.12M +105,074 New

BX Hedge Fund Activity: Q3 2019 in Review

840 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Blackstone (BX) for Q3 2019, worth a combined $17.2B — up 24% from $13.9B a quarter earlier.

Buyers outnumbered sellers: 288 funds opened new BX positions and 82 closed out — a net gain of 206 holders — while 184 added to existing stakes and 240 trimmed.

The largest buyer was Vanguard Group, opening a new position worth an estimated $1.73B. The largest seller was JP Morgan Chase, cutting an estimated $831M.

  • 840 institutional investors held Blackstone (BX) as of Q3 2019, up from 638 in Q2 2019.
  • Funds reported $17.2B of Blackstone stock for Q3 2019, up 24% quarter-over-quarter.
  • 288 funds opened new Blackstone positions in Q3 2019 and 82 closed out, a net change of +206 holders.
  • The largest Blackstone buyer in Q3 2019 was Vanguard Group, an estimated $1.73B added.
  • The largest Blackstone seller in Q3 2019 was JP Morgan Chase, an estimated $831M sold.

Based on aggregated 13F filings for Q3 2019.