Blackstone
466 hedge funds and large institutions have $10.8B invested in Blackstone in 2014 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 174 increasing their positions, 135 reducing their positions, and 41 closing their positions.
115% more first-time investments, than exits
New positions opened: 88 | Existing positions closed: 41
29% more repeat investments, than reductions
Existing positions increased: 174 | Existing positions reduced: 135
19% more funds holding in top 10
Funds holding in top 10: 27 → 32 (+5)
9% more funds holding
Funds holding: 426 → 466 (+40)
0.88% more ownership
Funds ownership: 59.23% → 60.11% (+0.88%)
16% less capital invested
Capital invested by funds: $12.8B → $10.8B (-$2.02B)
63% less call options, than puts
Call options by funds: $319M | Put options by funds: $871M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$279M |
| 2 |
SG Americas Securities
New York
|
+$93.4M |
| 3 |
ClearBridge Investments
New York
|
+$48.6M |
| 4 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$43.5M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$37.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
-$141M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$90.1M |
| 3 |
IG
ING Group
Amsterdam,
Netherlands
|
-$83M |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
-$77.1M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$67.5M |
BX Hedge Fund Activity: Q4 2014 in Review
466 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Blackstone (BX) for Q4 2014, worth a combined $10.8B — down 16% from $12.8B a quarter earlier.
Buyers outnumbered sellers: 88 funds opened new BX positions and 41 closed out — a net gain of 47 holders — while 174 added to existing stakes and 135 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $279M. The largest seller was Toronto Dominion Bank, cutting an estimated $141M.
- 466 institutional investors held Blackstone (BX) as of Q4 2014, up from 426 in Q3 2014.
- Funds reported $10.8B of Blackstone stock for Q4 2014, down 16% quarter-over-quarter.
- 88 funds opened new Blackstone positions in Q4 2014 and 41 closed out, a net change of +47 holders.
- The largest Blackstone buyer in Q4 2014 was Fidelity Investments, an estimated $279M added.
- The largest Blackstone seller in Q4 2014 was Toronto Dominion Bank, an estimated $141M sold.
Based on aggregated 13F filings for Q4 2014.