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Blackstone

608 hedge funds and large institutions have $10B invested in Blackstone in 2017 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 248 increasing their positions, 157 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 39

58% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 157

19% more funds holding in top 10

Funds holding in top 10: 2732 (+5)

13% more capital invested

Capital invested by funds: $8.87B → $10B (+$1.14B)

9% more funds holding

Funds holding: 560608 (+48)

4% more call options, than puts

Call options by funds: $506M | Put options by funds: $484M

1.6% less ownership

Funds ownership: 50.9%49.3% (-1.6%)

Holders
608
Holders Change
+48
Holders Change %
+8.57%
% of All Funds
15.16%
Holding in Top 10
32
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+18.52%
% of All Funds
0.8%
New
93
Increased
248
Reduced
157
Closed
39
Calls
$506M
Puts
$484M
Net Calls
+$21.4M
Net Calls Change
+$145M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.36B +$43.5M +1,387,363 +4%
Morgan Stanley
2
Morgan Stanley
New York
$1.21B +$107M +3,411,120 +10%
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$444M +$10.9M +349,052 +3%
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$383M +$187M +5,951,587 +108%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$285M +$12M +382,191 +5%
Goldman Sachs
6
Goldman Sachs
New York
$284M +$60.3M +1,922,428 +29%
Janus Henderson Group
7
Janus Henderson Group
United Kingdom
$269M +$233M +7,413,287 +1,142%
ClearBridge Investments
8
ClearBridge Investments
New York
$260M +$42.7M +1,361,697 +21%
Bank of America
9
Bank of America
North Carolina
$242M +$28.4M +904,306 +14%
FAM
10
Fred Alger Management
New York
$210M +$38M +1,211,146 +24%
Deutsche Bank
11
Deutsche Bank
Germany
$180M +$44M +1,402,415 +35%
UBS Group
12
UBS Group
Switzerland
$178M +$7.15M +227,898 +4%
WRF
13
Waddell & Reed Financial
Kansas
$178M +$32.8M +1,044,105 +24%
Swedbank
14
Swedbank
Sweden
$158M -$14.4M -459,754 -9%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$156M -$79.5M -2,534,487 -35%
Capital World Investors
16
Capital World Investors
California
$133M +$62.9M +2,004,000 +101%
BGIM
17
Brandywine Global Investment Management
Pennsylvania
$129M +$393K +12,543 +0.3%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$121M
Citigroup
19
Citigroup
New York
$120M -$39.9M -1,271,164 -26%
Wells Fargo
20
Wells Fargo
California
$117M +$12.2M +390,421 +13%
BMO
21
Beck Mack & Oliver
New York
$113M +$1.36M +43,316 +1%
Renaissance Technologies
22
Renaissance Technologies
New York
$98M +$35.8M +1,139,800 +63%
Parallax Volatility Advisers
23
Parallax Volatility Advisers
California
$97.5M +$11.9M +378,622 +15%
Russell Investments Group
24
Russell Investments Group
United Kingdom
$84.9M +$13.9M +443,302 +21%
Credit Agricole
25
Credit Agricole
France
$82.1M +$14.2M +451,400 +22%

BX Hedge Fund Activity: Q2 2017 in Review

608 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Blackstone (BX) for Q2 2017, worth a combined $10B — up 13% from $8.87B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new BX positions and 39 closed out — a net gain of 54 holders — while 248 added to existing stakes and 157 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $233M. The largest seller was ING Group, exiting entirely with an estimated $293M sold.

  • 608 institutional investors held Blackstone (BX) as of Q2 2017, up from 560 in Q1 2017.
  • Funds reported $10B of Blackstone stock for Q2 2017, up 13% quarter-over-quarter.
  • 93 funds opened new Blackstone positions in Q2 2017 and 39 closed out, a net change of +54 holders.
  • The largest Blackstone buyer in Q2 2017 was Janus Henderson Group, an estimated $233M added.
  • The largest Blackstone seller in Q2 2017 was ING Group, an estimated $293M sold.

Based on aggregated 13F filings for Q2 2017.