Blackstone
517 hedge funds and large institutions have $12.3B invested in Blackstone in 2015 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 198 increasing their positions, 133 reducing their positions, and 30 closing their positions.
197% more first-time investments, than exits
New positions opened: 89 | Existing positions closed: 30
49% more repeat investments, than reductions
Existing positions increased: 198 | Existing positions reduced: 133
31% more funds holding in top 10
Funds holding in top 10: 32 → 42 (+10)
19% more capital invested
Capital invested by funds: $10.4B → $12.3B (+$1.93B)
11% more funds holding
Funds holding: 466 → 517 (+51)
1.95% more ownership
Funds ownership: 60.11% → 62.06% (+2%)
47% less call options, than puts
Call options by funds: $285M | Put options by funds: $536M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$137M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$110M |
| 3 |
IG
ING Group
Amsterdam,
Netherlands
|
+$108M |
| 4 |
Morgan Stanley
New York
|
+$91.2M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$83.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$121M |
| 2 |
HT
HAP Trading
New York
|
-$66M |
| 3 |
Calamos Advisors
Naperville,
Illinois
|
-$60.7M |
| 4 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$60.4M |
| 5 |
Citigroup
New York
|
-$53.1M |
BX Hedge Fund Activity: Q1 2015 in Review
517 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Blackstone (BX) for Q1 2015, worth a combined $12.3B — up 19% from $10.4B a quarter earlier.
Buyers outnumbered sellers: 89 funds opened new BX positions and 30 closed out — a net gain of 59 holders — while 198 added to existing stakes and 133 trimmed.
The largest buyer was Wellington Management Group, opening a new position worth an estimated $137M. The largest seller was UBS Group, cutting an estimated $121M.
- 517 institutional investors held Blackstone (BX) as of Q1 2015, up from 466 in Q4 2014.
- Funds reported $12.3B of Blackstone stock for Q1 2015, up 19% quarter-over-quarter.
- 89 funds opened new Blackstone positions in Q1 2015 and 30 closed out, a net change of +59 holders.
- The largest Blackstone buyer in Q1 2015 was Wellington Management Group, an estimated $137M added.
- The largest Blackstone seller in Q1 2015 was UBS Group, an estimated $121M sold.
Based on aggregated 13F filings for Q1 2015.