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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
Morgan Stanley
1
Morgan Stanley
New York
$978M +$318M +14,309,880 +56%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$719M -$23.3M -1,048,495 -3%
IG
3
ING Group
Netherlands
$568M +$217M +9,760,596 +72%
JHIU
4
Janus Henderson Investors US
Colorado
$476M +$35.5M +1,594,286 +9%
WRF
5
Waddell & Reed Financial
Kansas
$386M -$113M -5,098,016 -24%
Bank of America
6
Bank of America
North Carolina
$351M +$200M +8,972,451 +166%
Ameriprise
7
Ameriprise
Minnesota
$265M +$21.1M +947,363 +10%
Deutsche Bank
8
Deutsche Bank
Germany
$233M +$17.8M +798,360 +9%
Citigroup
9
Citigroup
New York
$203M -$39.3M -1,764,813 -18%
FAM
10
Fred Alger Management
New York
$149M +$17.2M +772,802 +14%
EIP
11
Epoch Investment Partners
New York
$149M +$40.2M +1,807,762 +42%
Toronto Dominion Bank
12
Toronto Dominion Bank
Ontario, Canada
$126M +$2.69M +121,057 +2%
U
13
UBS
Switzerland
$121M -$37M -1,664,121 -25%
Goldman Sachs
14
Goldman Sachs
New York
$119M -$5.85M -262,908 -5%
JP Morgan Chase
15
JP Morgan Chase
New York
$116M +$65.9M +2,962,641 +167%
TIM
16
Thornburg Investment Management
New Mexico
$103M -$2.4M -107,708 -2%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$100M +$12.8M +574,880 +16%
BNP Paribas Financial Markets
18
BNP Paribas Financial Markets
France
$90.6M +$1.07M +47,882 +1%
HT
19
HAP Trading
New York
$85.5M +$52.9M +2,377,099 +212%
Select Equity Group
20
Select Equity Group
New York
$83.1M +$14.4M +647,105 +23%
WBC
21
Westpac Banking Corp
Australia
$82.8M -$13.9M -623,918 -16%
Calamos Advisors
22
Calamos Advisors
Illinois
$78.9M +$1.62M +72,748 +2%
TCIM
23
TIAA CREF Investment Management
New York
$74.4M -$25.6M -1,148,672 -27%
VOYA Investment Management
24
VOYA Investment Management
Georgia
$70.8M +$26.3M +1,183,995 +69%
FMI
25
Factory Mutual Insurance
Massachusetts
$69.4M +$1.81M +81,520 +3%

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.