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Blackstone

638 hedge funds and large institutions have $13.9B invested in Blackstone in 2019 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 197 increasing their positions, 215 reducing their positions, and 162 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more funds holding in top 10

Funds holding in top 10: 2940 (+11)

27% more capital invested

Capital invested by funds: $10.9B → $13.9B (+$2.98B)

0.14% more ownership

Funds ownership: 47.21%47.35% (+0.14%)

2% less call options, than puts

Call options by funds: $650M | Put options by funds: $664M

8% less repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 215

13% less funds holding

Funds holding: 731638 (-93)

50% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 162

Holders
638
Holders Change
-93
Holders Change %
-12.72%
% of All Funds
13.86%
Holding in Top 10
40
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+37.93%
% of All Funds
0.87%
New
81
Increased
197
Reduced
215
Closed
162
Calls
$650M
Puts
$664M
Net Calls
-$14.7M
Net Calls Change
-$117M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$1.37B +$87.3M +2,188,083 +8%
Morgan Stanley
2
Morgan Stanley
New York
$1.34B -$109M -2,731,804 -8%
JP Morgan Chase
3
JP Morgan Chase
New York
$985M +$243M +6,100,366 +38%
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$720M +$362M +9,085,152 +127%
UBS Group
5
UBS Group
Switzerland
$573M +$253M +6,334,827 +96%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$530M -$367M -9,190,324 -44%
Capital International Investors
7
Capital International Investors
California
$526M +$472M +11,840,440 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$494M +$25.8M +646,788 +6%
Bank of America
9
Bank of America
North Carolina
$466M +$107M +2,691,262 +34%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$453M -$112M -2,804,102 -22%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$428M -$89.6M -2,247,858 -19%
Goldman Sachs
12
Goldman Sachs
New York
$416M +$24.3M +609,569 +7%
N
13
Natixis
France
$361M -$10.5M -263,075 -3%
CS
14
Credit Suisse
Switzerland
$300M -$43.5M -1,089,684 -14%
ClearBridge Investments
15
ClearBridge Investments
New York
$292M +$2.74M +68,810 +1%
Swedbank
16
Swedbank
Sweden
$283M +$54.4M +1,363,970 +27%
Neuberger Berman Group
17
Neuberger Berman Group
New York
$255M +$76.9M +1,929,103 +51%
N
18
Nuveen
North Carolina
$235M +$211M +5,280,871 New
WRF
19
Waddell & Reed Financial
Kansas
$181M +$13.8M +346,457 +9%
Barclays
20
Barclays
United Kingdom
$180M -$41.1M -1,031,425 -20%
FCIM
21
Fairview Capital Investment Management
California
$173M +$202K +5,075 +0.1%
Wells Fargo
22
Wells Fargo
California
$173M +$21.8M +546,418 +16%
BMO
23
Beck Mack & Oliver
New York
$146M -$2.94M -73,833 -2%
HCM
24
HMI Capital Management
California
$124M -$18.3M -457,711 -14%
Select Equity Group
25
Select Equity Group
New York
$109M -$95.9M -2,403,441 -50%

BX Hedge Fund Activity: Q2 2019 in Review

638 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Blackstone (BX) for Q2 2019, worth a combined $13.9B — up 27% from $10.9B a quarter earlier.

Sellers outnumbered buyers: 162 funds closed out of BX and 81 opened new positions — a net loss of 81 holders — while 215 trimmed existing stakes and 197 added.

The largest buyer was Capital International Investors, opening a new position worth an estimated $472M. The largest seller was Bank of Montreal, cutting an estimated $367M.

  • 638 institutional investors held Blackstone (BX) as of Q2 2019, down from 731 in Q1 2019.
  • Funds reported $13.9B of Blackstone stock for Q2 2019, up 27% quarter-over-quarter.
  • 81 funds opened new Blackstone positions in Q2 2019 and 162 closed out, a net change of -81 holders.
  • The largest Blackstone buyer in Q2 2019 was Capital International Investors, an estimated $472M added.
  • The largest Blackstone seller in Q2 2019 was Bank of Montreal, an estimated $367M sold.

Based on aggregated 13F filings for Q2 2019.