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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
GIM
176
Grassi Investment Management
California
$3M +$63.8K +1,600 +2%
PMG
177
ProVise Management Group
Florida
$2.88M -$32K -802 -1%
CBB
178
Citizens Business Bank
California
$2.84M +$39.9K +1,000 +2%
UIC
179
Uniplan Investment Counsel
Wisconsin
$2.82M -$112K -2,819 -4%
PTC
180
Private Trust Company
Ohio
$2.8M +$29.3K +735 +1%
EAMA
181
EFG Asset Management (Americas)
Florida
$2.79M +$2.51M +62,888 New
MNBTD
182
Moody National Bank Trust Division
Texas
$2.77M
NRS
183
Neville Rodie & Shaw
New York
$2.71M +$101K +2,520 +4%
MIAN
184
Mariner Independent Advisor Network
Kansas
$2.7M +$1.1M +27,512 +84%
TAM
185
Toscafund Asset Management
United Kingdom
$2.67M -$1.6M -40,000 -40%
Mariner
186
Mariner
Kansas
$2.65M +$597K +14,957 +34%
WPW
187
Waldron Private Wealth
Pennsylvania
$2.62M -$1.91K -48 -0.1%
JWM
188
Jupiter Wealth Management
Colorado
$2.6M
AIC
189
Aurora Investment Counsel
Georgia
$2.57M -$31.3K -786 -1%
CWM
190
Cornerstone Wealth Management
Missouri
$2.56M +$82.2K +2,062 +4%
DDPIC
191
Deroy & Devereaux Private Investment Counsel
Michigan
$2.54M -$3.87K -97 -0.2%
Northern Trust
192
Northern Trust
Illinois
$2.54M -$11.3M -282,328 -83%
MC
193
Maverick Capital
Texas
$2.52M -$7.39M -185,200 -77%
Canada Life
194
Canada Life
Manitoba, Canada
$2.51M +$462K +11,572 +26%
GKWIM
195
Gerber Kawasaki Wealth & Investment Management
California
$2.48M +$1.45M +36,436 +188%
SSI
196
Scott & Selber Inc
Texas
$2.45M +$2.2M +55,175 New
UCFA
197
United Capital Financial Advisors
Texas
$2.44M -$4.75M -119,054 -68%
HSBC Holdings
198
HSBC Holdings
United Kingdom
$2.4M -$1.66M -41,683 -40%
ACH
199
ArrowMark Colorado Holdings
Colorado
$2.4M
DIM
200
Delta Investment Management
California
$2.4M +$2.15M +53,970 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.