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Blackstone
BX

707 hedge funds and large institutions have $9.82B invested in Blackstone in 2018 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 250 increasing their positions, 202 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 250 | Existing positions reduced: 202

19% more funds holding in top 10

Funds holding in top 10: 27 → 32 (+5)

18% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 80

1% more funds holding

Funds holding: 701 → 707 (+6)

0.73% more ownership

Funds ownership: 49.21% → 49.93% (+0.73%)

5% less call options, than puts

Call options by funds: $453M | Put options by funds: $478M

22% less capital invested

Capital invested by funds: $12.6B → $9.82B (-$2.75B)

Holders
707
Holders Change
+6
Holders Change %
+0.86%
% of All Funds
15.75%
Holding in Top 10
32
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+18.52%
% of All Funds
0.71%
New
94
Increased
250
Reduced
202
Closed
80
Calls
$453M
Puts
$478M
Net Calls
-$24.3M
Net Calls Change
-$235M

Top Buyers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
+$348M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$172M
3
Barclays
Barclays
United Kingdom
+$117M
4
Goldman Sachs
Goldman Sachs
New York
+$78.7M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$75.1M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$197M
2
Morgan Stanley
Morgan Stanley
New York
-$85.4M
3
FAM
Fred Alger Management
New York
-$84.8M
4
Capital International Investors
Capital International Investors
California
-$82.7M
5
AIM
Artemis Investment Management
United Kingdom
-$77.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
KACA
176
Kayne Anderson Capital Advisors
California
$3M +$245K +7,400 +8%
CTC
177
Chai Trust Company
Illinois
$2.98M – – –
IR
178
IAT Reinsurance
New York
$2.98M – – –
GPC
179
Glacier Peak Capital
Washington
$2.96M +$3.28M +99,341 New
ACG
180
Allen Capital Group
Nebraska
$2.96M +$1.26M +38,104 +74%
SCP
181
Stamos Capital Partners
California
$2.95M +$3.28M +99,100 New
SEI Investments
182
SEI Investments
Pennsylvania
$2.94M – – –
HA
183
H2O AM
United Kingdom
$2.94M +$3.23M +97,700 New
SDIC
184
South Dakota Investment Council
South Dakota
$2.92M – – –
M&T Bank
185
M&T Bank
New York
$2.9M +$234K +7,081 +8%
DADC
186
D.A. Davidson & Co
Montana
$2.85M +$483K +14,616 +18%
MGFS
187
Miller Green Financial Services
Texas
$2.85M +$516K +15,600 +20%
FWM
188
Focused Wealth Management
New York
$2.83M +$291K +8,816 +10%
SCM
189
SOL Capital Management
Maryland
$2.8M +$61.1K +1,850 +2%
GCM
190
Gator Capital Management
Florida
$2.76M – – –
GC
191
Gruss & Co
Florida
$2.76M – – –
POIA
192
Pin Oak Investment Advisors
Texas
$2.75M +$352K +10,650 +13%
BG
193
Bahl & Gaynor
Ohio
$2.71M +$129K +3,900 +4%
BIC
194
Beach Investment Counsel
Pennsylvania
$2.71M – – –
FAAS
195
First Allied Advisory Services
California
$2.69M +$96.3K +2,915 +3%
CSA
196
Cottage Street Advisors
Massachusetts
$2.68M +$88.6K +2,681 +3%
MAM
197
Mark Asset Management
New York
$2.65M +$204K +6,165 +60%
PGAM
198
Princeton Global Asset Management
New Jersey
$2.6M +$2.88M +87,121 New
CBTWT
199
Community Bank & Trust (Waco, Texas)
Texas
$2.51M -$235K -7,115 -8%
GWM
200
Greenwich Wealth Management
Connecticut
$2.51M – – –
6 7
8
9 10

BX Hedge Fund Activity: Q4 2018 in Review

707 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Blackstone (BX) for Q4 2018, worth a combined $9.82B — down 22% from $12.6B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new BX positions and 80 closed out — a net gain of 14 holders — while 250 added to existing stakes and 202 trimmed.

The largest buyer was Capital World Investors, adding an estimated $348M. The largest seller was JP Morgan Chase, cutting an estimated $197M.

  • 707 institutional investors held Blackstone (BX) as of Q4 2018, up from 701 in Q3 2018.
  • Funds reported $9.82B of Blackstone stock for Q4 2018, down 22% quarter-over-quarter.
  • 94 funds opened new Blackstone positions in Q4 2018 and 80 closed out, a net change of +14 holders.
  • The largest Blackstone buyer in Q4 2018 was Capital World Investors, an estimated $348M added.
  • The largest Blackstone seller in Q4 2018 was JP Morgan Chase, an estimated $197M sold.

Based on aggregated 13F filings for Q4 2018.