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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
WP
551
Wedgewood Partners
Missouri
$727K
EWA
552
EP Wealth Advisors
California
$726K +$674K +12,984 New
FG
553
Fiduciary Group
Georgia
$723K +$20K +385 +3%
FUBT
554
First United Bank & Trust
Maryland
$722K +$251K +4,845 +60%
HCM
555
Hodges Capital Management
Texas
$722K +$670K +12,907 New
FHC
556
First Heartland Consultants
Missouri
$714K +$663K +12,770 New
Nisa Investment Advisors
557
Nisa Investment Advisors
Missouri
$709K +$658K +12,677 New
PCM
558
Palisade Capital Management
New Jersey
$703K -$1.97K -38 -0.3%
DAC
559
Dividend Assets Capital
South Carolina
$702K
DW
560
Domani Wealth
Pennsylvania
$701K
MRCM
561
M&R Capital Management
New Jersey
$697K +$15.6K +300 +2%
CAAS
562
Capital Asset Advisory Services
Michigan
$686K +$292K +5,627 +114%
Luther King Capital Management (LKCM)
563
Luther King Capital Management (LKCM)
Texas
$682K
RA
564
Rational Advisors
New York
$682K +$632K +12,189 New
SWA
565
SFMG Wealth Advisors
Texas
$679K
MYAM
566
Meiji Yasuda Asset Management
Japan
$678K +$629K +12,120 New
CFGS
567
Concourse Financial Group Securities
Alabama
$677K +$335K +6,457 +115%
DCM
568
Dimension Capital Management
Florida
$676K +$2.23K +43 +0.4%
JIC
569
Joel Isaacson & Co
New York
$674K -$2.07M -39,918 -77%
AR
570
Advisory Research
Illinois
$670K -$407K -7,840 -40%
FPS
571
Fieldpoint Private Securities
Connecticut
$666K -$182K -3,508 -23%
CAM
572
Cresset Asset Management
Illinois
$659K -$35.4K -682 -5%
RMDI
573
R.M. Davis Inc
Maine
$657K +$127K +2,442 +26%
SWM
574
Segment Wealth Management
Texas
$656K +$80.4K +1,549 +15%
CB
575
Commerce Bank
Missouri
$651K -$4.98K -96 -0.8%

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.