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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
DI
426
DFPG Investments
Utah
$1.45M +$99K +1,909 +8%
RFN
427
RDA Financial Network
Iowa
$1.45M -$11.6K -224 -1%
JWCA
428
J.W. Cole Advisors
Florida
$1.45M +$1.34M +25,884 New
AWM
429
Affinity Wealth Management
Delaware
$1.44M +$381K +7,351 +40%
SWM
430
SeaCrest Wealth Management
New York
$1.44M -$73.7K -1,421 -5%
SMG
431
Spectrum Management Group
Indiana
$1.43M +$1.33M +25,570 New
FMB
432
Field & Main Bank
Kentucky
$1.42M +$16.9K +325 +1%
APA
433
American Portfolios Advisors
New York
$1.41M +$115K +2,210 +10%
Macquarie Group
434
Macquarie Group
Australia
$1.4M +$586K +11,286 +82%
GWM
435
Geneos Wealth Management
Colorado
$1.38M -$1.19K -23 -0.1%
BWM
436
BigSur Wealth Management
Florida
$1.36M
RCA
437
Ranch Capital Advisors
Florida
$1.35M +$185K +3,559 +17%
NGA
438
Naples Global Advisors
Florida
$1.35M -$5.19K -100 -0.4%
VNA
439
Valley National Advisers
Pennsylvania
$1.34M +$35.5K +685 +3%
FA
440
FCG Advisors
New Jersey
$1.34M +$811K +15,630 +189%
EF
441
Empowered Funds
Pennsylvania
$1.33M +$1.24M +23,861 New
MA
442
MUFG Americas
New York
$1.33M +$85K +1,639 +7%
MIC
443
Means Investment Company
Maine
$1.33M -$52 -1 -0%
BAM
444
Belpointe Asset Management
Nevada
$1.32M -$166K -3,203 -12%
SCA
445
Snowden Capital Advisors
New York
$1.3M -$83.9K -1,618 -7%
PM
446
Penbrook Management
New York
$1.29M
PCAP
447
Pratt Collard Advisory Partners
New York
$1.28M +$63.1K +1,216 +6%
CIA
448
Compass Ion Advisors
Pennsylvania
$1.28M +$1.19M +22,894 New
KWM
449
Kingsview Wealth Management
Oregon
$1.28M +$471K +9,076 +66%
CG
450
Caprock Group
Idaho
$1.27M -$20.8K -400 -2%

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.