Blackstone
1,209 hedge funds and large institutions have $31B invested in Blackstone in 2021 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 474 increasing their positions, 397 reducing their positions, and 69 closing their positions.
97% more first-time investments, than exits
New positions opened: 136 | Existing positions closed: 69
20% more funds holding in top 10
Funds holding in top 10: 45 → 54 (+9)
19% more repeat investments, than reductions
Existing positions increased: 474 | Existing positions reduced: 397
14% more capital invested
Capital invested by funds: $27.2B → $31B (+$3.83B)
5% more funds holding
Funds holding: 1,151 → 1,209 (+58)
0.85% less ownership
Funds ownership: 61.75% → 60.89% (-0.85%)
14% less call options, than puts
Call options by funds: $402M | Put options by funds: $466M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$311M |
| 2 |
BlackRock
New York
|
+$217M |
| 3 |
GQG Partners
Ft. Lauderdale,
Florida
|
+$169M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$106M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$83.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$361M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
-$319M |
| 3 |
ClearBridge Investments
New York
|
-$128M |
| 4 |
D.E. Shaw & Co
New York
|
-$97.5M |
| 5 |
Morgan Stanley
New York
|
-$85M |
BX Hedge Fund Activity: Q1 2021 in Review
1,209 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Blackstone (BX) for Q1 2021, worth a combined $31B — up 14% from $27.2B a quarter earlier.
Buyers outnumbered sellers: 136 funds opened new BX positions and 69 closed out — a net gain of 67 holders — while 474 added to existing stakes and 397 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $311M. The largest seller was Wellington Management Group, cutting an estimated $361M.
- 1,209 institutional investors held Blackstone (BX) as of Q1 2021, up from 1,151 in Q4 2020.
- Funds reported $31B of Blackstone stock for Q1 2021, up 14% quarter-over-quarter.
- 136 funds opened new Blackstone positions in Q1 2021 and 69 closed out, a net change of +67 holders.
- The largest Blackstone buyer in Q1 2021 was JP Morgan Chase, an estimated $311M added.
- The largest Blackstone seller in Q1 2021 was Wellington Management Group, an estimated $361M sold.
Based on aggregated 13F filings for Q1 2021.