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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
LWAC
626
Laurel Wealth Advisors (California)
California
$539K -$117K -2,261 -19%
AAP
627
Arax Advisory Partners
Colorado
$531K +$1.82K +35 +0.4%
VFA
628
Valeo Financial Advisors
Indiana
$531K +$199K +3,830 +68%
CSIC
629
Clifford Swan Investment Counsel
California
$529K
AAM
630
Ameraudi Asset Management
New York
$529K +$490K +9,449 New
PTP
631
Platform Technology Partners
New York
$529K +$491K +9,459 New
PRC
632
Pearl River Capital
Michigan
$529K +$491K +9,461 New
QT
633
Quantamental Technologies
New York
$529K +$491K +9,461 New
JCM
634
Jag Capital Management
Missouri
$528K -$571 -11 -0.1%
DAS
635
Dynamic Advisor Solutions
Arizona
$527K +$52.9K +1,019 +12%
V
636
Veritable
Delaware
$523K
MSAM
637
Moloney Securities Asset Management
Missouri
$522K -$69.8K -1,345 -13%
SWMG
638
Strategic Wealth Management Group
Maryland
$522K +$4.41K +85 +0.9%
OAM
639
Oppenheimer Asset Management
New York
$521K +$22.1K +426 +5%
ANRIA
640
American National Registered Investment Advisor
Texas
$520K
FFWA
641
FRG Family Wealth Advisors
Washington
$518K +$156 +3 +0%
MIM
642
Moseley Investment Management
Florida
$516K -$24.9K -479 -5%
LCC
643
Lincoln Capital Corp
Rhode Island
$510K +$22.9K +442 +5%
HH
644
Hilltop Holdings
Texas
$510K +$23K +443 +5%
FAIM
645
Financial Advocates Investment Management
Washington
$510K +$61.3K +1,182 +15%
CONA
646
Capital One National Association
New York
$509K +$472K +9,093 New
FIB
647
First Interstate Bank
Montana
$507K +$470K +9,060 New
PAWC
648
P.A.W. Capital
Connecticut
$503K -$182K -3,500 -28%
FBC
649
Fairfield, Bush & Co
Connecticut
$503K
Edgewood Management
650
Edgewood Management
Connecticut
$503K +$467K +9,000 New

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.