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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
ProShare Advisors
251
ProShare Advisors
Maryland
$4.17M -$146K -2,822 -4%
SPIA
252
Steward Partners Investment Advisory
New York
$4.13M +$104K +2,000 +3%
CTA
253
Chesley Taft & Associates
Illinois
$4.13M +$427K +8,225 +13%
EVM
254
Eaton Vance Management
Massachusetts
$4.11M +$643K +12,386 +20%
AFWM
255
AMJ Financial Wealth Management
Virginia
$4.02M +$3.73M +71,940 New
NFC
256
Northeast Financial Consultants
Connecticut
$4.01M +$102K +1,961 +3%
NAM
257
Nissay Asset Management
Japan
$3.96M +$3.68M +70,851 New
BCM
258
Bluefin Capital Management
New York
$3.96M +$1.78M +34,331 +94%
BIMC
259
Benson Investment Management Company
Virginia
$3.93M
OPTFSNA
260
Old Point Trust & Financial Services N A
Virginia
$3.87M +$188K +3,621 +6%
JFA
261
Johanson Financial Advisors
California
$3.73M +$10.8M +208,687 New
Mirae Asset Global Investments
262
Mirae Asset Global Investments
South Korea
$3.63M +$1.43M +27,558 +74%
AAF
263
Andra AP-fonden
Sweden
$3.62M +$3.36M +64,700 New
PHS
264
Pekin Hardy Strauss
Illinois
$3.6M -$213K -4,100 -6%
CBA
265
Coastal Bridge Advisors
Connecticut
$3.6M -$132K -2,547 -4%
DC
266
Davenport & Co
Virginia
$3.59M +$3.33M +64,149 New
CBB
267
Citizens Business Bank
California
$3.58M
Franklin Resources
268
Franklin Resources
California
$3.53M +$278K +5,350 +9%
PMG
269
ProVise Management Group
Florida
$3.52M -$35K -675 -1%
BIC
270
Beach Investment Counsel
Pennsylvania
$3.52M -$909K -17,525 -22%
PTC
271
Private Trust Company
Ohio
$3.52M -$9.44K -182 -0.3%
MNBTD
272
Moody National Bank Trust Division
Texas
$3.49M +$3.24M +62,455 New
MCM
273
McKinley Capital Management
Alaska
$3.48M +$1.41M +27,210 +78%
Jane Street
274
Jane Street
New York
$3.45M +$109K +2,095 +4%
CF
275
CNA Financial
Illinois
$3.45M -$1.58M -30,400 -33%

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.