BX β€” BLACKSTONE GROUP L P COM UNIT LTD

Ownership history in HighTower Advisors, LLC  Β·  88 quarters on record

This page tracks every 13F SEC filing in which HighTower Advisors, LLC reported a position in BLACKSTONE GROUP L P COM UNIT LTD (BX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.81% (2011 Q1)
πŸ“Š Avg. % of fund
0.2%
πŸ“… First filed
2009 Q1
πŸ“… Last filed
2025 Q4
⏱ Quarters held
88

Position Intelligence

HighTower Advisors, LLC Γ— BX AI Analytics

πŸ“ˆ HighTower Advisors, LLC outperformed the S&P 500 by +3.2% annually on this BX position. Timing score: 51% (44/87 decisions correct). Average cost basis: $96.06. Maximum drawdown during holding period: –40.0%.

πŸ“ˆ Position Alpha vs SPY
+3.2%
annualised excess return

βœ… Outperformed SPY on this position by 3.2% ann.
22 quarters analyzed

⏱️ Timing Score
51%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
44 of 87 add/trim decisions correct

πŸ’° Entry Quality
$96.06
+58.6% vs current ($152.37)

Best entry: $3.01 (2009 Q1)  Β·  Worst: $167.40 (2025 Q3)

πŸ›‘οΈ Drawdown Resilience
–40.0%
max drawdown while held

πŸ’ͺ Held through 4 major drawdowns (>20%). Diamond-hands conviction.

πŸ’ͺ Fund Conviction
64%
buy-side decisions

56 adds Β· 32 trims. Bought during 15 of 19 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.29% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    BX price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,692,851 +1,618,051 +2163.2% 0.29% $260.9M $152.37
2025 Q3 REDUCED 74,800 -1,653,010 -95.7% 0.00% $540K $167.40
2025 Q3 ADDED 1,727,810 +1,662,910 +2562.3% 0.34% $295.2M $167.40
2025 Q2 REDUCED 64,900 -1,639,270 -96.2% 0.00% $101K $145.67
2025 Q2 ADDED 1,704,170 +1,602,870 +1582.3% 0.32% $254.9M $145.67
2025 Q1 ADDED 101,300 +100,900 +25225.0% 0.00% $977K $135.18
2025 Q1 REDUCED 400 -1,565,893 -100.0% 0.00% $366 $135.18
2025 Q1 ADDED 1,566,293 +1,560,793 +28378.1% 0.30% $218.9M $135.18
2024 Q4 REDUCED 5,500 -1,524,499 -99.6% 0.00% $55 $165.33
2024 Q4 REDUCED 1,529,999 -1,297 -0.1% 0.36% $263.8M $165.33
78 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding BX

As of 2025 Q4 β€” sorted by position size

John & Kathleen Schreiber Foundation 3Y 83.65% WALNUT PRIVATE EQUITY PARTNERS, LLC 3Y 7Y 31.64% Highlander Partners, L.P. 3Y 13.5% Visualize Group LP 11.56% ACCOUNT MANAGEMENT LLC 3Y 7Y 11.21% GARRISON BRADFORD & ASSOCIATES INC 3Y 7Y 10.58% Cryder Capital Partners LLP 3Y 7Y 9.93% Enstar Group LTD 3Y 9.8% GUARDIAN INVESTMENT MANAGEMENT 3Y 7Y 9.54% SurgoCap Partners LP 8.85%
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