Blackstone
731 hedge funds and large institutions have $10.9B invested in Blackstone in 2019 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 253 increasing their positions, 230 reducing their positions, and 55 closing their positions.
62% more first-time investments, than exits
New positions opened: 89 | Existing positions closed: 55
27% more call options, than puts
Call options by funds: $475M | Put options by funds: $373M
11% more capital invested
Capital invested by funds: $9.82B → $10.9B (+$1.1B)
10% more repeat investments, than reductions
Existing positions increased: 253 | Existing positions reduced: 230
3% more funds holding
Funds holding: 707 → 731 (+24)
2.73% less ownership
Funds ownership: 49.93% → 47.21% (-2.7%)
9% less funds holding in top 10
Funds holding in top 10: 32 → 29 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$235M |
| 2 |
Morgan Stanley
New York
|
+$145M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$84.4M |
| 4 |
N
Natixis
Paris,
France
|
+$76.2M |
| 5 |
JP Morgan Chase
New York
|
+$50.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$621M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$150M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$105M |
| 4 |
Citigroup
New York
|
-$91M |
| 5 |
VIP
Vantage Investment Partners
Kansas City,
Missouri
|
-$61.5M |
BX Hedge Fund Activity: Q1 2019 in Review
731 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Blackstone (BX) for Q1 2019, worth a combined $10.9B — up 11% from $9.82B a quarter earlier.
Buyers outnumbered sellers: 89 funds opened new BX positions and 55 closed out — a net gain of 34 holders — while 253 added to existing stakes and 230 trimmed.
The largest buyer was Bank of Montreal, adding an estimated $235M. The largest seller was Bank of America, cutting an estimated $621M.
- 731 institutional investors held Blackstone (BX) as of Q1 2019, up from 707 in Q4 2018.
- Funds reported $10.9B of Blackstone stock for Q1 2019, up 11% quarter-over-quarter.
- 89 funds opened new Blackstone positions in Q1 2019 and 55 closed out, a net change of +34 holders.
- The largest Blackstone buyer in Q1 2019 was Bank of Montreal, an estimated $235M added.
- The largest Blackstone seller in Q1 2019 was Bank of America, an estimated $621M sold.
Based on aggregated 13F filings for Q1 2019.