Institutional ticker directory tracking stock mentions, long/short ideas, and high-conviction pitches extracted from quarterly hedge fund letters.
| Ticker | Company | Sector | Industry | Pitches | Stance |
|---|---|---|---|---|---|
| Fund / Manager | Thesis Excerpt | Stance | Period / Date | Action |
|---|---|---|---|---|
Edgewood Management Alan Breed | “Blackstone showed 25% year-over-year distributable earnings per share growth in the most recent quarter. Portfolio weighting is 1.7% as of June 30, 2026. Edgewood estimates 2026 distributable EPS of $6.56 (18x P/E) and 2027 distributable EPS of $7.67 (15x P/E), representing 17% growth in 2025-2026 and 17% growth in 2026-2027, with a 5-year estimated growth rate of 15%. Distributable earnings grew 25% year-over-year with $69B inflows. CEO described results as 'outstanding.'” | NEUTRAL | Q2 2026 Jul 30, 2026 | View Pitch |
Touchstone Balanced Fund Western & Southern Financial Group / Touchstone Investments | “Equity changes included exiting SS&C Technologies Holdings, Inc. (Industrials sector) and Goldman Sachs Group, Inc. (Financials sector) while initiating positions in QXO, Inc. (Industrials sector), SAP SE (IT sector), Blackstone, Inc. (Financials sector), and Cencora, Inc. (Health Care sector).” | NEUTRAL | Q2 2026 Jul 30, 2026 | View Pitch |
Baron Real Estate Fund Jeff Kolitch | “Shares of Blackstone Inc. continued to be volatile and were a drag on performance in the second quarter as mounting redemption pressures at Blackstone's Private Credit vehicle (BCRED) and sector-wide liquidity fears overwhelmed an otherwise constructive fundamental backdrop. The first quarter saw elevated redemption requests at approximately 8% of NAV followed by 10% in the second quarter, requiring Blackstone to cap withdrawals at the standard 5% limit for the first time. Broader sector sentiment was further pressured when other alternative asset managers announced withdrawal restrictions, reigniting broad private market liquidity fears and dragging the entire sector lower. Blackstone Inc. is the world's largest alternative asset manager with over $1.3 trillion in assets under management and the largest real estate manager in the world according to management. As we noted in our first quarter letter, while we consolidated our positions in the alternative asset manager space, Blackstone remained high on our list to revisit. Given severe multiple compression across the sector with all alternative managers being painted with a broad brush and extreme investor negativity, we took advantage of the volatility to reinitiate a position in the company at what we deemed to be highly compelling valuation levels. While the liquidity narrative dominates headlines, underlying fundamentals continue to be strong. We retain long-term conviction in Blackstone due to its premier brand, global franchise, loyal customers, exceptional balance sheet, and an excellent management team. At current share price levels, we believe the company is well positioned to benefit as the liquidity narrative fades and realization activity accelerates.” | NEUTRAL | Q2 2026 Jul 23, 2026 | View Pitch |
Montaka Global Investments Andrew Macken | “The world's leading alternative asset managers, such as Blackstone and KKR, also declined in 2025 – likely driven by a myriad of negative headlines around private credit. In November, KKR CEO, Scott Nuttall, remarked that “the noise is bad, and the facts are good1”. We agree and assess that many investors are underappreciating the cyclical upswing potential for alternative assets. M&A is starting to come back strongly, and asset realisations will follow, which will drive further growth in asset recycling and capital raising. BSD Analysis: Blackstone enters 2026 identifying one of the "most attractive entry points" in recent years for real estate, as values have bottomed and construction supply has collapsed by over 60%. The firm is currently the world's largest data center investor, with a $110 billion asset portfolio and another $125 billion in the development pipeline. Management is bullish on the " digitalization megatrend," betting that data centers are the picks and shovels of the AI revolution. For 2026, Blackstone is recycling capital into logistics and rental housing, sectors that are positioned for sustained rent growth due to structural supply constraints and falling interest rates.” | BULL | Q4 2025 Dec 1, 2025 | View Pitch |
Montaka Global Investments Andrew Macken | “Blackstone stands as a premier alternative asset manager well-positioned to benefit from long-term capital inflows into private markets. Despite short-term price consolidation, the stock trades below its prior peak, presenting attractive long-term valuation metrics. Montaka maintains a significant conviction allocation alongside KKR.” | BULL | Q2 2024 Jun 30, 2024 | View Pitch |
Each excerpt above is the manager's commentary on this ticker specifically. The full letter has the rest of their portfolio thinking, risk discussion, and broader institutional context.
