Blackstone
408 hedge funds and large institutions have $10.7B invested in Blackstone in 2014 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 147 increasing their positions, 121 reducing their positions, and 19 closing their positions.
295% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 19
21% more repeat investments, than reductions
Existing positions increased: 147 | Existing positions reduced: 121
14% more funds holding
Funds holding: 359 → 408 (+49)
11% more capital invested
Capital invested by funds: $9.68B → $10.7B (+$1.03B)
0.57% more ownership
Funds ownership: 63.26% → 63.83% (+0.57%)
10% less funds holding in top 10
Funds holding in top 10: 30 → 27 (-3)
48% less call options, than puts
Call options by funds: $222M | Put options by funds: $427M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$143M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$96.8M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
+$64M |
| 4 |
CI Investments Inc
Toronto,
Ontario, Canada
|
+$61.8M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$44.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IG
ING Group
Amsterdam,
Netherlands
|
-$133M |
| 2 |
CA
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
|
-$73.1M |
| 3 |
Select Equity Group
New York
|
-$58.4M |
| 4 |
FAM
Fred Alger Management
New York
|
-$48.9M |
| 5 |
Barclays
London,
United Kingdom
|
-$44M |
BX Hedge Fund Activity: Q1 2014 in Review
408 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Blackstone (BX) for Q1 2014, worth a combined $10.7B — up 11% from $9.68B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new BX positions and 19 closed out — a net gain of 56 holders — while 147 added to existing stakes and 121 trimmed.
The largest buyer was Bank of America, adding an estimated $143M. The largest seller was ING Group, cutting an estimated $133M.
- 408 institutional investors held Blackstone (BX) as of Q1 2014, up from 359 in Q4 2013.
- Funds reported $10.7B of Blackstone stock for Q1 2014, up 11% quarter-over-quarter.
- 75 funds opened new Blackstone positions in Q1 2014 and 19 closed out, a net change of +56 holders.
- The largest Blackstone buyer in Q1 2014 was Bank of America, an estimated $143M added.
- The largest Blackstone seller in Q1 2014 was ING Group, an estimated $133M sold.
Based on aggregated 13F filings for Q1 2014.