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Blackstone

333 hedge funds and large institutions have $7.82B invested in Blackstone in 2013 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 126 increasing their positions, 88 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 19

43% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 88

38% more call options, than puts

Call options by funds: $323M | Put options by funds: $234M

37% more funds holding in top 10

Funds holding in top 10: 1926 (+7)

29% more capital invested

Capital invested by funds: $6.08B → $7.82B (+$1.75B)

10% more funds holding

Funds holding: 302333 (+31)

4.07% more ownership

Funds ownership: 64.64%68.72% (+4.1%)

Holders
333
Holders Change
+31
Holders Change %
+10.26%
% of All Funds
10.8%
Holding in Top 10
26
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+36.84%
% of All Funds
0.84%
New
53
Increased
126
Reduced
88
Closed
19
Calls
$323M
Puts
$234M
Net Calls
+$88.9M
Net Calls Change
-$20M
Name Holding Trade Value Shares
Change
Change in
Stake
ESBC
176
E.S. Barr & Co
Kentucky
$1.36M
AI
177
Atria Investments
North Carolina
$1.35M +$803K +36,066 +189%
HC
178
Hawkins Capital
Texas
$1.34M
PCM
179
Prelude Capital Management
New York
$1.33M +$410K +18,444 +51%
ACM
180
Argonaut Capital Management
New York
$1.32M +$303K +13,599 +34%
NCM
181
Narwhal Capital Management
Georgia
$1.3M -$54.4K -2,445 -4%
RIG
182
Roosevelt Investment Group
New York
$1.29M
EEG
183
E.E. Geduld
$1.25M
MWP
184
MYCIO Wealth Partners
Pennsylvania
$1.25M
JG
185
Jefferies Group
New York
$1.23M -$808K -36,309 -42%
SC
186
Scotia Capital
Ontario, Canada
$1.23M +$102K +4,570 +10%
BAM
187
Barrett Asset Management
New York
$1.22M +$604K +27,156 +118%
YMRC
188
Yorktown Management & Research Company
Virginia
$1.21M +$1.1M +49,523 New
GF
189
Gabelli Funds
New York
$1.2M
MFS
190
MSI Financial Services
Massachusetts
$1.14M +$525K +23,583 +103%
PI
191
Placemark Investments
Illinois
$1.1M +$717K +32,223 +255%
MCM
192
McKinley Capital Management
Alaska
$1.07M -$6.16K -277 -0.6%
IAS
193
IMA Advisory Services
Colorado
$1.02M +$66.5K +2,986 +8%
Janney Montgomery Scott
194
Janney Montgomery Scott
Pennsylvania
$995K +$397K +17,844 +78%
AIG
195
American International Group
New York
$989K -$2.32M -104,088 -72%
PGFC
196
Peapack-Gladstone Financial Corp
New Jersey
$938K +$284K +12,778 +50%
HPBT
197
High Point Bank & Trust
North Carolina
$933K
DP
198
Dearborn Partners
Illinois
$931K -$52.5K -2,357 -6%
EA
199
Emerald Advisers
Pennsylvania
$898K -$809K -36,369 -50%
11A
200
10-15 Associates
New York
$888K +$87K +3,911 +12%

BX Hedge Fund Activity: Q3 2013 in Review

333 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Blackstone (BX) for Q3 2013, worth a combined $7.82B — up 29% from $6.08B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new BX positions and 19 closed out — a net gain of 34 holders — while 126 added to existing stakes and 88 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $318M. The largest seller was Credit Suisse, cutting an estimated $284M.

  • 333 institutional investors held Blackstone (BX) as of Q3 2013, up from 302 in Q2 2013.
  • Funds reported $7.82B of Blackstone stock for Q3 2013, up 29% quarter-over-quarter.
  • 53 funds opened new Blackstone positions in Q3 2013 and 19 closed out, a net change of +34 holders.
  • The largest Blackstone buyer in Q3 2013 was Morgan Stanley, an estimated $318M added.
  • The largest Blackstone seller in Q3 2013 was Credit Suisse, an estimated $284M sold.

Based on aggregated 13F filings for Q3 2013.