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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
Bessemer Group
26
Bessemer Group
New Jersey
$138M +$128M +2,464,141 +93,801%
UIM
27
USS Investment Management
United Kingdom
$131M +$43M +829,311 +55%
Sumitomo Mitsui Trust Group
28
Sumitomo Mitsui Trust Group
Japan
$128M +$118M +2,273,274 +10,282%
HCM
29
HMI Capital Management
California
$123M
GQG Partners
30
GQG Partners
Florida
$120M -$237M -4,572,082 -68%
D.E. Shaw & Co
31
D.E. Shaw & Co
New York
$116M +$809K +15,600 +0.8%
RJA
32
Raymond James & Associates
Florida
$114M +$9.13M +175,922 +9%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$114M +$54.2M +1,044,913 +106%
CIC
34
Chilton Investment Company
Connecticut
$113M +$5.07M +97,676 +5%
Westfield Capital Management
35
Westfield Capital Management
Massachusetts
$112M +$12.5M +241,409 +14%
AIM
36
Artemis Investment Management
United Kingdom
$110M +$102M +1,972,409 New
Mackenzie Financial
37
Mackenzie Financial
Ontario, Canada
$104M +$13.3M +257,086 +16%
EWM
38
Evercore Wealth Management
New York
$99M +$3.36M +64,726 +4%
WRF
39
Waddell & Reed Financial
Kansas
$93M -$44.2M -851,474 -34%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$83.8M +$6.66M +128,416 +9%
UBS AM
41
UBS AM
Illinois
$82.1M +$76.1M +1,467,301 +136,113%
DLA
42
Douglas Lane & Associates
New York
$81.5M +$4.05M +78,061 +6%
CS
43
Credit Suisse
Switzerland
$78.9M +$17.3M +333,635 +31%
Charles Schwab
44
Charles Schwab
California
$75M +$537K +10,354 +0.8%
HighTower Advisors
45
HighTower Advisors
Illinois
$72.7M +$405K +7,806 +0.6%
CAM
46
Cacti Asset Management
Georgia
$71.4M -$1.96M -37,875 -3%
Citigroup
47
Citigroup
New York
$69.3M -$73.2M -1,410,062 -53%
Goldman Sachs
48
Goldman Sachs
New York
$68.5M +$19.8M +380,735 +45%
MG
49
Markel Group
Virginia
$68.4M +$882K +17,000 +1%
Russell Investments Group
50
Russell Investments Group
United Kingdom
$60.1M -$32.7M -630,436 -37%

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.