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Blackstone

359 hedge funds and large institutions have $9.79B invested in Blackstone in 2013 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 118 increasing their positions, 114 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 28

25% more capital invested

Capital invested by funds: $7.82B → $9.79B (+$1.97B)

18% more call options, than puts

Call options by funds: $488M | Put options by funds: $414M

15% more funds holding in top 10

Funds holding in top 10: 2630 (+4)

8% more funds holding

Funds holding: 333359 (+26)

4% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 114

4.26% less ownership

Funds ownership: 68.72%64.46% (-4.3%)

Holders
359
Holders Change
+26
Holders Change %
+7.81%
% of All Funds
10.42%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.87%
New
57
Increased
118
Reduced
114
Closed
28
Calls
$488M
Puts
$414M
Net Calls
+$74.5M
Net Calls Change
-$14.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$1.1B -$120M -4,392,638 -11%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.07B +$138M +5,075,827 +17%
JHIU
3
Janus Henderson Investors US
Colorado
$810M +$183M +6,724,805 +35%
WRF
4
Waddell & Reed Financial
Kansas
$487M -$729K -26,729 -0.2%
IG
5
ING Group
Netherlands
$467M -$222M -8,154,567 -35%
Bank of America
6
Bank of America
North Carolina
$435M -$8.23M -301,999 -2%
Ameriprise
7
Ameriprise
Minnesota
$338M +$2.12M +77,587 +0.7%
Deutsche Bank
8
Deutsche Bank
Germany
$282M -$11.9M -435,675 -5%
Citigroup
9
Citigroup
New York
$270M +$11M +403,511 +5%
FAM
10
Fred Alger Management
New York
$167M -$19.3M -706,440 -12%
IIS
11
Ignis Investment Services
United Kingdom
$165M +$14.5M +533,306 New
Toronto Dominion Bank
12
Toronto Dominion Bank
Ontario, Canada
$148M -$10.3M -376,060 -7%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$136M +$8.19M +300,317 +7%
TIM
14
Thornburg Investment Management
New Mexico
$135M +$4.58M +167,876 +4%
Select Equity Group
15
Select Equity Group
New York
$131M +$23.2M +850,365 +25%
U
16
UBS
Switzerland
$129M -$21.1M -774,076 -16%
AII
17
AGF Investments Inc
Ontario, Canada
$127M +$71.9M +2,636,662 +179%
EIP
18
Epoch Investment Partners
New York
$123M -$57.9M -2,124,530 -35%
JP Morgan Chase
19
JP Morgan Chase
New York
$122M -$21.2M -778,617 -16%
EVM
20
Eaton Vance Management
Massachusetts
$117M +$104M +3,799,451 New
Calamos Advisors
21
Calamos Advisors
Illinois
$116M +$14.1M +516,878 +16%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$96.6M +$37.3M +1,368,563 +78%
TCIM
23
TIAA CREF Investment Management
New York
$92.7M -$1.36M -49,797 -2%
VOYA Investment Management
24
VOYA Investment Management
Georgia
$91.1M +$1.28M +47,048 +2%
WBC
25
Westpac Banking Corp
Australia
$86.1M -$16.5M -603,873 -18%

BX Hedge Fund Activity: Q4 2013 in Review

359 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Blackstone (BX) for Q4 2013, worth a combined $9.79B — up 25% from $7.82B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new BX positions and 28 closed out — a net gain of 29 holders — while 118 added to existing stakes and 114 trimmed.

The largest buyer was Janus Henderson Investors US, adding an estimated $183M. The largest seller was ING Group, cutting an estimated $222M.

  • 359 institutional investors held Blackstone (BX) as of Q4 2013, up from 333 in Q3 2013.
  • Funds reported $9.79B of Blackstone stock for Q4 2013, up 25% quarter-over-quarter.
  • 57 funds opened new Blackstone positions in Q4 2013 and 28 closed out, a net change of +29 holders.
  • The largest Blackstone buyer in Q4 2013 was Janus Henderson Investors US, an estimated $183M added.
  • The largest Blackstone seller in Q4 2013 was ING Group, an estimated $222M sold.

Based on aggregated 13F filings for Q4 2013.