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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
CIC
676
Chase Investment Counsel
Virginia
$451K -$31.1K -600 -7%
S
677
Seeyond
France
$451K +$418K +8,059 New
SAM
678
Secure Asset Management
Michigan
$449K +$417K +8,031 New
SFSIG
679
San Francisco Sentry Investment Group
California
$446K +$93.4K +1,800 +29%
SM
680
Sciencast Management
New Jersey
$446K +$410K +7,900 New
GC
681
Guggenheim Capital
Illinois
$440K +$408K +7,870 New
IWC
682
Integrated Wealth Concepts
Massachusetts
$438K +$406K +7,826 New
OMC
683
Overbrook Management Corp
New York
$436K +$30.1K +580 +8%
MSFP
684
Mark Sheptoff Financial Planning
Connecticut
$431K
MYLI
685
Meiji Yasuda Life Insurance
Japan
$431K +$399K +7,700 New
FCA
686
FinTrust Capital Advisors
South Carolina
$430K -$5.03K -97 -1%
VCP
687
Verus Capital Partners
Arizona
$428K +$397K +7,644 New
DWM
688
Dakota Wealth Management
Florida
$426K +$4.15K +80 +1%
CPA
689
Cowen Prime Advisors
New York
$425K +$31.1K +600 +9%
HC
690
Henshaw Capital
Massachusetts
$422K
CA
691
Commerzbank Aktiengesellschaft
Germany
$421K -$13.5M -260,387 -97%
BSW
692
Buckingham Strategic Wealth
Missouri
$419K +$31.5K +608 +9%
AC
693
Addison Capital
Pennsylvania
$415K +$1.09K +21 +0.3%
AWM
694
AE Wealth Management
Kansas
$412K +$79.2K +1,526 +26%
HWA
695
Heritage Wealth Advisors
Virginia
$410K +$317K +6,102 +499%
GIA
696
Gladstone Institutional Advisory
Florida
$409K -$56.6K -1,091 -13%
SFG
697
Sather Financial Group
Texas
$403K +$373K +7,196 New
LC
698
Loews Corp
New York
$401K -$152K -2,925 -29%
BP
699
BBR Partners
New York
$400K -$69.5K -1,339 -16%
OWD
700
Osborn Williams & Donohoe
Ohio
$392K -$5.19K -100 -1%

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.