Blackstone
522 hedge funds and large institutions have $7.66B invested in Blackstone in 2016 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 203 increasing their positions, 175 reducing their positions, and 55 closing their positions.
16% more repeat investments, than reductions
Existing positions increased: 203 | Existing positions reduced: 175
13% more funds holding in top 10
Funds holding in top 10: 16 → 18 (+2)
9% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 55
0% less funds holding
Funds holding: 524 → 522 (-2)
2.54% less ownership
Funds ownership: 50.83% → 48.29% (-2.5%)
7% less capital invested
Capital invested by funds: $8.26B → $7.66B (-$601M)
43% less call options, than puts
Call options by funds: $230M | Put options by funds: $402M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Select Equity Group
New York
|
+$118M |
| 2 |
Morgan Stanley
New York
|
+$84.9M |
| 3 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
+$53.8M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$50.3M |
| 5 |
Goldman Sachs
New York
|
+$48.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$235M |
| 2 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$144M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$134M |
| 4 |
JP Morgan Chase
New York
|
-$66M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
-$61.8M |
BX Hedge Fund Activity: Q1 2016 in Review
522 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Blackstone (BX) for Q1 2016, worth a combined $7.66B — down 7.3% from $8.26B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new BX positions and 55 closed out — a net gain of 5 holders — while 203 added to existing stakes and 175 trimmed.
The largest buyer was Select Equity Group, adding an estimated $118M. The largest seller was Fidelity Investments, cutting an estimated $235M.
- 522 institutional investors held Blackstone (BX) as of Q1 2016, down from 524 in Q4 2015.
- Funds reported $7.66B of Blackstone stock for Q1 2016, down 7.3% quarter-over-quarter.
- 60 funds opened new Blackstone positions in Q1 2016 and 55 closed out, a net change of +5 holders.
- The largest Blackstone buyer in Q1 2016 was Select Equity Group, an estimated $118M added.
- The largest Blackstone seller in Q1 2016 was Fidelity Investments, an estimated $235M sold.
Based on aggregated 13F filings for Q1 2016.