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Blackstone

1,001 hedge funds and large institutions have $20.9B invested in Blackstone in 2019 Q4 according to their latest regulatory filings, with 238 funds opening new positions, 335 increasing their positions, 279 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

284% more first-time investments, than exits

New positions opened: 238 | Existing positions closed: 62

21% more capital invested

Capital invested by funds: $17.2B → $20.9B (+$3.66B)

20% more repeat investments, than reductions

Existing positions increased: 335 | Existing positions reduced: 279

19% more funds holding

Funds holding: 8401,001 (+161)

11% more funds holding in top 10

Funds holding in top 10: 4752 (+5)

3.37% more ownership

Funds ownership: 53.32%56.69% (+3.4%)

34% less call options, than puts

Call options by funds: $693M | Put options by funds: $1.05B

Holders
1,001
Holders Change
+161
Holders Change %
+19.17%
% of All Funds
19.72%
Holding in Top 10
52
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10.64%
% of All Funds
1.02%
New
238
Increased
335
Reduced
279
Closed
62
Calls
$693M
Puts
$1.05B
Net Calls
-$355M
Net Calls Change
-$190M
Name Holding Trade Value Shares
Change
Change in
Stake
CBTWT
226
Community Bank & Trust (Waco, Texas)
Texas
$4.79M +$58.6K +1,129 +1%
FAAS
227
First Allied Advisory Services
California
$4.76M -$145K -2,803 -3%
FDCDDQ
228
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.74M -$885K -17,056 -17%
BG
229
Bahl & Gaynor
Ohio
$4.74M -$364K -7,020 -8%
GKWIM
230
Gerber Kawasaki Wealth & Investment Management
California
$4.72M +$756K +14,575 +21%
GWM
231
Greenwich Wealth Management
Connecticut
$4.71M
TC
232
Telemus Capital
Michigan
$4.69M -$15K -289 -0.3%
EAMA
233
EFG Asset Management (Americas)
Florida
$4.68M +$450K +8,678 +12%
AIM
234
Achmea Investment Management
Netherlands
$4.67M +$4.34M +83,568 New
IAA
235
Independent Advisor Alliance
North Carolina
$4.66M -$674 -13 -0%
TAM
236
Tocqueville Asset Management
New York
$4.65M -$175K -3,370 -4%
NIM
237
Northeast Investment Management
Massachusetts
$4.63M +$201K +3,878 +5%
M&T Bank
238
M&T Bank
New York
$4.59M -$37.2K -717 -0.9%
EIP
239
Ellis Investment Partners
Pennsylvania
$4.55M +$35.3K +681 +0.8%
FWM
240
Focused Wealth Management
New York
$4.54M +$131K +2,533 +3%
PA
241
Pinnacle Associates
New York
$4.45M -$26.3K -507 -0.6%
SG Americas Securities
242
SG Americas Securities
New York
$4.45M +$1.45M +28,003 +54%
BHB
243
Bank Hapoalim BM
Israel
$4.39M +$594K +11,451 +17%
SFP
244
Shepherd Financial Partners
Massachusetts
$4.38M -$97.7K -1,884 -2%
SC
245
Scotia Capital
Ontario, Canada
$4.31M +$44.2K +852 +1%
CCM
246
Compton Capital Management
Rhode Island
$4.3M +$10.4K +200 +0.3%
MCP
247
Mirador Capital Partners
California
$4.3M +$106K +2,051 +3%
SCM
248
SOL Capital Management
Maryland
$4.25M -$368K -7,100 -9%
GC
249
GFG Capital
Florida
$4.25M +$3.94M +75,956 New
H
250
HoyleCohen
California
$4.21M -$4.05K -78 -0.1%

BX Hedge Fund Activity: Q4 2019 in Review

1,001 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Blackstone (BX) for Q4 2019, worth a combined $20.9B — up 21% from $17.2B a quarter earlier.

Buyers outnumbered sellers: 238 funds opened new BX positions and 62 closed out — a net gain of 176 holders — while 335 added to existing stakes and 279 trimmed.

The largest buyer was State Street, adding an estimated $302M. The largest seller was Egerton Capital (UK), cutting an estimated $299M.

  • 1,001 institutional investors held Blackstone (BX) as of Q4 2019, up from 840 in Q3 2019.
  • Funds reported $20.9B of Blackstone stock for Q4 2019, up 21% quarter-over-quarter.
  • 238 funds opened new Blackstone positions in Q4 2019 and 62 closed out, a net change of +176 holders.
  • The largest Blackstone buyer in Q4 2019 was State Street, an estimated $302M added.
  • The largest Blackstone seller in Q4 2019 was Egerton Capital (UK), an estimated $299M sold.

Based on aggregated 13F filings for Q4 2019.