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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
Envestnet Asset Management
176
Envestnet Asset Management
Illinois
$5.12M +$5.11M +104,857 New
Baird Financial Group
177
Baird Financial Group
Wisconsin
$5.05M +$3.6M +73,877 +250%
ACM
178
Adalta Capital Management
New York
$5.02M +$50.5K +1,035 +1%
FDCDDQ
179
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.97M -$1.2M -24,598 -19%
FPCG
180
Fort Pitt Capital Group
Pennsylvania
$4.92M +$4.91M +100,655 New
Daiwa Securities Group
181
Daiwa Securities Group
Japan
$4.89M +$4.89M +100,195 New
CTC
182
Chai Trust Company
Illinois
$4.88M
IR
183
IAT Reinsurance
New York
$4.88M
NEI
184
Northwest & Ethical Investments
Ontario, Canada
$4.86M -$340K -6,974 -7%
MLL
185
Moody Lynn & Lieberson
Massachusetts
$4.81M +$4.15M +85,143 +638%
HWCM
186
Hudson Way Capital Management
Texas
$4.8M +$4.8M +98,323 New
PGAM
187
Princeton Global Asset Management
New Jersey
$4.74M +$192K +3,934 +4%
GBA
188
Garrison Bradford & Associates
New York
$4.66M +$39K +800 +0.8%
HPC
189
HM Payson & Co
Maine
$4.57M +$4.56M +93,600 New
BFS
190
Bradley Foster & Sargent
Connecticut
$4.54M +$787K +16,135 +21%
CF
191
CNA Financial
Illinois
$4.49M
BG
192
Bahl & Gaynor
Ohio
$4.48M +$41.5K +850 +0.9%
OIA
193
OneDigital Investment Advisors
Kansas
$4.47M +$355K +7,269 +9%
CAM
194
Cozad Asset Management
Illinois
$4.41M -$383K -7,860 -8%
SS
195
Sunbelt Securities
Texas
$4.41M +$4.4M +90,224 New
ACM
196
Advisors Capital Management
New Jersey
$4.33M +$4.33M +88,748 New
KACA
197
Kayne Anderson Capital Advisors
California
$4.31M -$600K -12,300 -12%
FAAS
198
First Allied Advisory Services
California
$4.3M -$211K -4,333 -5%
ACG
199
Allen Capital Group
Nebraska
$4.24M -$40.3K -826 -0.9%
HT
200
HAP Trading
New York
$4.23M +$4.22M +86,630 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.