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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
IC
401
IEQ Capital
California
$1.68M +$1.55M +29,951 New
Public Employees Retirement Association of Colorado
402
Public Employees Retirement Association of Colorado
Colorado
$1.66M +$1.54M +29,725 New
State Board of Administration of Florida Retirement System
403
State Board of Administration of Florida Retirement System
Florida
$1.66M +$1.54M +29,660 New
CI
404
Cooper Investors
Australia
$1.65M +$1.49M +28,700 +3,942%
GW
405
GW & Wade
Massachusetts
$1.64M -$28.5K -549 -2%
RJT
406
Raymond James Trust
Florida
$1.62M +$42K +810 +3%
ZCA
407
Zeke Capital Advisors
Pennsylvania
$1.62M -$140K -2,695 -9%
SWM
408
Sculati Wealth Management
Michigan
$1.61M +$1.49M +28,764 New
BCM
409
Bourgeon Capital Management
Connecticut
$1.59M -$40.5K -780 -3%
RCM
410
Requisite Capital Management
Texas
$1.58M -$35.3K -680 -2%
UR
411
USCA RIA
Texas
$1.58M -$34.8K -670 -2%
DSC
412
Duncker Streett & Co
Missouri
$1.56M +$934K +18,000 +181%
Nordea Investment Management
413
Nordea Investment Management
Sweden
$1.56M +$1.44M +27,708 New
RFC
414
Regions Financial Corp
Alabama
$1.55M +$1.44M +27,778 New
ACP
415
Aviance Capital Partners
Florida
$1.55M +$137K +2,646 +11%
BRWA
416
B. Riley Wealth Advisors
Florida
$1.54M +$80.9K +1,559 +6%
MCM
417
MAI Capital Management
Ohio
$1.54M +$909K +17,525 +175%
CMANY
418
Capital Management Associates (New York)
New York
$1.54M -$79.9K -1,540 -5%
SIAP
419
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.51M -$128K -2,470 -8%
LCS
420
Levin Capital Strategies
New York
$1.51M -$88.5K -1,705 -6%
Lido Advisors
421
Lido Advisors
California
$1.5M +$493K +9,510 +55%
AFM
422
Abbot Financial Management
Massachusetts
$1.49M -$15.6K -300 -1%
CTA
423
Colonial Trust Advisors
South Carolina
$1.49M +$140K +2,693 +11%
SAS
424
Stelac Advisory Services
New York
$1.48M -$723K -13,929 -34%
OIA
425
Optimum Investment Advisors
Illinois
$1.46M +$7.78K +150 +0.6%

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.