We are live on ! Find out more
BX icon

Blackstone

539 hedge funds and large institutions have $12.4B invested in Blackstone in 2015 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 225 increasing their positions, 163 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 31

38% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 163

4% more funds holding

Funds holding: 517539 (+22)

1% more capital invested

Capital invested by funds: $12.3B → $12.4B (+$128M)

0% more funds holding in top 10

Funds holding in top 10: 4242 (0)

5.24% less ownership

Funds ownership: 62.06%56.82% (-5.2%)

50% less call options, than puts

Call options by funds: $365M | Put options by funds: $732M

Holders
539
Holders Change
+22
Holders Change %
+4.26%
% of All Funds
14.52%
Holding in Top 10
42
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.13%
New
58
Increased
225
Reduced
163
Closed
31
Calls
$365M
Puts
$732M
Net Calls
-$367M
Net Calls Change
-$116M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.06B -$228M -5,542,979 -10%
Morgan Stanley
2
Morgan Stanley
New York
$1.22B -$1.97M -47,989 -0.2%
JHIU
3
Janus Henderson Investors US
Colorado
$1.12B -$120M -2,921,205 -9%
FAM
4
Fred Alger Management
New York
$477M +$49.2M +1,196,322 +11%
Swedbank
5
Swedbank
Sweden
$460M +$26.8M +651,467 +6%
Bank of America
6
Bank of America
North Carolina
$369M -$99.4M -2,420,018 -21%
ClearBridge Investments
7
ClearBridge Investments
New York
$297M +$3.59M +87,307 +1%
Citigroup
8
Citigroup
New York
$294M +$45.4M +1,105,419 +18%
IG
9
ING Group
Netherlands
$270M -$154M -3,736,821 -36%
UBS Group
10
UBS Group
Switzerland
$264M +$27.2M +661,616 +11%
Ameriprise
11
Ameriprise
Minnesota
$255M -$15.3M -372,275 -6%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$250M +$4.36M +106,097 +2%
Goldman Sachs
13
Goldman Sachs
New York
$215M +$102M +2,470,532 +85%
Deutsche Bank
14
Deutsche Bank
Germany
$193M -$75.4M -1,834,476 -28%
TIM
15
Thornburg Investment Management
New Mexico
$187M -$5.14M -125,105 -3%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$180M +$27.7M +674,021 +18%
WBC
17
Westpac Banking Corp
Australia
$153M +$9.36M +227,789 +6%
Neuberger Berman Group
18
Neuberger Berman Group
New York
$150M -$1.99M -48,499 -1%
FPP
19
Findlay Park Partners
United Kingdom
$141M +$8.37M +203,800 +6%
SG Americas Securities
20
SG Americas Securities
New York
$139M -$7.23M -175,971 -5%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$122M +$38.2M +929,980 +44%
VOYA Investment Management
22
VOYA Investment Management
Georgia
$116M -$11M -268,624 -8%
AII
23
AGF Investments Inc
Ontario, Canada
$110M -$4.49M -109,269 -4%
BMO
24
Beck Mack & Oliver
New York
$102M -$1.06M -25,803 -1%
GA
25
Geneva Advisors
Illinois
$95.7M +$8.34M +203,104 +9%

BX Hedge Fund Activity: Q2 2015 in Review

539 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Blackstone (BX) for Q2 2015, worth a combined $12.4B — up 1% from $12.3B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new BX positions and 31 closed out — a net gain of 27 holders — while 225 added to existing stakes and 163 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $102M. The largest seller was Fidelity Investments, cutting an estimated $228M.

  • 539 institutional investors held Blackstone (BX) as of Q2 2015, up from 517 in Q1 2015.
  • Funds reported $12.4B of Blackstone stock for Q2 2015, up 1% quarter-over-quarter.
  • 58 funds opened new Blackstone positions in Q2 2015 and 31 closed out, a net change of +27 holders.
  • The largest Blackstone buyer in Q2 2015 was Goldman Sachs, an estimated $102M added.
  • The largest Blackstone seller in Q2 2015 was Fidelity Investments, an estimated $228M sold.

Based on aggregated 13F filings for Q2 2015.