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Blackstone

840 hedge funds and large institutions have $17.2B invested in Blackstone in 2019 Q3 according to their latest regulatory filings, with 288 funds opening new positions, 184 increasing their positions, 240 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

251% more first-time investments, than exits

New positions opened: 288 | Existing positions closed: 82

32% more funds holding

Funds holding: 638840 (+202)

24% more capital invested

Capital invested by funds: $13.9B → $17.2B (+$3.34B)

18% more funds holding in top 10

Funds holding in top 10: 4047 (+7)

5.97% more ownership

Funds ownership: 47.35%53.32% (+6%)

20% less call options, than puts

Call options by funds: $675M | Put options by funds: $841M

23% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 240

Holders
840
Holders Change
+202
Holders Change %
+31.66%
% of All Funds
18.42%
Holding in Top 10
47
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+17.5%
% of All Funds
1.03%
New
288
Increased
184
Reduced
240
Closed
82
Calls
$675M
Puts
$841M
Net Calls
-$165M
Net Calls Change
-$151M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.73B +$1.73B +35,382,547 New
Capital World Investors
2
Capital World Investors
California
$1.5B -$7.25M -148,576 -0.5%
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$883M +$91.3M +1,871,396 +12%
Morgan Stanley
4
Morgan Stanley
New York
$781M -$691M -14,178,550 -47%
Bank of America
5
Bank of America
North Carolina
$773M +$260M +5,331,683 +51%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$748M +$706M +14,479,021 +1,712%
ECU
7
Egerton Capital (UK)
United Kingdom
$614M +$613M +12,578,405 New
Capital International Investors
8
Capital International Investors
California
$603M +$24.7M +507,438 +4%
BlackRock
9
BlackRock
New York
$592M +$582M +11,942,694 +6,910%
ClearBridge Investments
10
ClearBridge Investments
New York
$584M +$262M +5,380,981 +82%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$493M -$50.3M -1,030,940 -9%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$404M -$94.1M -1,929,766 -19%
Neuberger Berman Group
13
Neuberger Berman Group
New York
$355M +$74.4M +1,524,891 +27%
GQG Partners
14
GQG Partners
Florida
$328M +$328M +6,723,800 New
Fidelity Investments
15
Fidelity Investments
Massachusetts
$301M -$169M -3,472,122 -36%
JP Morgan Chase
16
JP Morgan Chase
New York
$253M -$831M -17,032,718 -77%
UBS Group
17
UBS Group
Switzerland
$245M -$385M -7,884,999 -61%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$235M +$235M +4,810,067 New
Swedbank
19
Swedbank
Sweden
$203M -$108M -2,210,500 -35%
CIBC Private Wealth Group
20
CIBC Private Wealth Group
Georgia
$200M +$193M +3,967,214 +2,994%
Wells Fargo
21
Wells Fargo
California
$173M -$16.9M -346,917 -9%
BMO
22
Beck Mack & Oliver
New York
$156M -$3.9M -80,041 -2%
1832 Asset Management
23
1832 Asset Management
Ontario, Canada
$153M +$149M +3,051,100 +203,407%
FCIM
24
Fairview Capital Investment Management
California
$148M -$42.8M -876,640 -22%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$141M -$441M -9,051,209 -76%

BX Hedge Fund Activity: Q3 2019 in Review

840 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Blackstone (BX) for Q3 2019, worth a combined $17.2B — up 24% from $13.9B a quarter earlier.

Buyers outnumbered sellers: 288 funds opened new BX positions and 82 closed out — a net gain of 206 holders — while 184 added to existing stakes and 240 trimmed.

The largest buyer was Vanguard Group, opening a new position worth an estimated $1.73B. The largest seller was JP Morgan Chase, cutting an estimated $831M.

  • 840 institutional investors held Blackstone (BX) as of Q3 2019, up from 638 in Q2 2019.
  • Funds reported $17.2B of Blackstone stock for Q3 2019, up 24% quarter-over-quarter.
  • 288 funds opened new Blackstone positions in Q3 2019 and 82 closed out, a net change of +206 holders.
  • The largest Blackstone buyer in Q3 2019 was Vanguard Group, an estimated $1.73B added.
  • The largest Blackstone seller in Q3 2019 was JP Morgan Chase, an estimated $831M sold.

Based on aggregated 13F filings for Q3 2019.