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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
JMH
201
J.M. Hartwell
New York
$846K +$771K +34,646 New
HFS
202
HL Financial Services
Kentucky
$838K -$77K -3,458 -9%
PNC Financial Services Group
203
PNC Financial Services Group
Pennsylvania
$830K +$104K +4,682 +16%
TH
204
Timber Hill
Connecticut
$829K +$755K +33,944 New
SAM
205
Silvercrest Asset Management
New York
$816K -$19.2M -863,399 -96%
WRM
206
Westport Resources Management
Connecticut
$769K +$9.06K +407 +1%
ZCA
207
Zeke Capital Advisors
Pennsylvania
$762K
Lazard Asset Management
208
Lazard Asset Management
New York
$759K +$692K +31,080 New
CBU
209
CIBC Bank USA
Illinois
$741K -$1.18M -53,090 -64%
TIC
210
Trees Investment Counsel
Illinois
$693K +$631K +28,361 New
GI
211
GAMCO Investors
Connecticut
$689K
NG
212
NatWest Group
United Kingdom
$676K -$86K -3,863 -12%
LTFS
213
Ladenburg Thalmann Financial Services
Florida
$666K +$135K +6,060 +27%
OIA
214
Optimum Investment Advisors
Illinois
$649K +$591K +26,570 New
HCM
215
Highlander Capital Management
New Jersey
$648K
CCM
216
Cadence Capital Management
Massachusetts
$609K
RG
217
Rathbones Group
United Kingdom
$588K +$82.2K +3,694 +18%
FAAS
218
First Allied Advisory Services
California
$572K +$163K +7,333 +45%
Brown Advisory
219
Brown Advisory
Maryland
$561K +$22 +1 +0%
KeyBank National Association
220
KeyBank National Association
Ohio
$538K -$7.95K -357 -2%
DCM
221
Driehaus Capital Management
Illinois
$537K -$130K -5,832 -21%
AL
222
Agran Libbie
California
$537K
Carson Wealth (CWM LLC)
223
Carson Wealth (CWM LLC)
Nebraska
$522K +$475K +21,353 New
NCCM
224
Nine Chapters Capital Management
New Jersey
$520K -$1M -45,040 -68%
AWCI
225
Alpine Woods Capital Investors
New York
$498K

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.