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Blackstone

669 hedge funds and large institutions have $10.5B invested in Blackstone in 2018 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 234 increasing their positions, 222 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more call options, than puts

Call options by funds: $543M | Put options by funds: $417M

5% more repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 222

2% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 56

0% more capital invested

Capital invested by funds: $10.5B → $10.5B (+$6.39M)

0% less funds holding

Funds holding: 672669 (-3)

0.69% less ownership

Funds ownership: 49.81%49.13% (-0.69%)

4% less funds holding in top 10

Funds holding in top 10: 2625 (-1)

Holders
669
Holders Change
-3
Holders Change %
-0.45%
% of All Funds
15.32%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.57%
New
57
Increased
234
Reduced
222
Closed
56
Calls
$543M
Puts
$417M
Net Calls
+$126M
Net Calls Change
+$77M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$993M -$4.45M -139,881 -0.5%
Bank of America
2
Bank of America
North Carolina
$807M +$55.3M +1,737,453 +7%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$688M -$308M -9,691,980 -31%
Capital World Investors
4
Capital World Investors
California
$572M +$134M +4,201,814 +31%
JP Morgan Chase
5
JP Morgan Chase
New York
$567M +$79.4M +2,495,232 +16%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$448M -$6.13M -192,562 -1%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$331M +$21.4M +673,034 +7%
UBS Group
8
UBS Group
Switzerland
$323M +$182M +5,734,615 +133%
Janus Henderson Group
9
Janus Henderson Group
United Kingdom
$267M +$7.41M +232,747 +3%
Goldman Sachs
10
Goldman Sachs
New York
$250M -$84.4M -2,652,224 -25%
ClearBridge Investments
11
ClearBridge Investments
New York
$213M -$545K -17,126 -0.3%
WRF
12
Waddell & Reed Financial
Kansas
$179M -$54.2M -1,701,899 -23%
Neuberger Berman Group
13
Neuberger Berman Group
New York
$179M -$5.67M -178,172 -3%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$178M -$165M -5,185,845 -48%
Select Equity Group
15
Select Equity Group
New York
$177M +$30.3M +950,738 +21%
Swedbank
16
Swedbank
Sweden
$158M -$18M -564,966 -10%
Deutsche Bank
17
Deutsche Bank
Germany
$132M +$76.2M +2,395,200 +140%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$123M -$12.4M -388,317 -9%
AAMU
19
Amundi Asset Management US
Massachusetts
$112M -$2.12M -66,655 -2%
BMO
20
Beck Mack & Oliver
New York
$110M +$1.18M +36,924 +1%
BGIM
21
Brandywine Global Investment Management
Pennsylvania
$108M -$3.87M -121,500 -3%
N
22
Natixis
France
$105M -$1.23M -38,600 -1%
CS
23
Credit Suisse
Switzerland
$101M +$85.6M +2,688,584 +592%
Citigroup
24
Citigroup
New York
$101M +$39M +1,226,630 +64%
AIM
25
Artemis Investment Management
United Kingdom
$96.3M +$40.9M +1,284,413 +75%

BX Hedge Fund Activity: Q2 2018 in Review

669 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Blackstone (BX) for Q2 2018, worth a combined $10.5B — up 0.06% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new BX positions and 56 closed out — a net gain of 1 holder — while 234 added to existing stakes and 222 trimmed.

The largest buyer was UBS Group, adding an estimated $182M. The largest seller was Fidelity Investments, cutting an estimated $308M.

  • 669 institutional investors held Blackstone (BX) as of Q2 2018, down from 672 in Q1 2018.
  • Funds reported $10.5B of Blackstone stock for Q2 2018, up 0.06% quarter-over-quarter.
  • 57 funds opened new Blackstone positions in Q2 2018 and 56 closed out, a net change of +1 holder.
  • The largest Blackstone buyer in Q2 2018 was UBS Group, an estimated $182M added.
  • The largest Blackstone seller in Q2 2018 was Fidelity Investments, an estimated $308M sold.

Based on aggregated 13F filings for Q2 2018.