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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
DILIC
701
Dai-ichi Life Insurance Company
Japan
$392K +$364K +7,015 New
GP
702
Girard Partners
Pennsylvania
$388K -$1.87K -36 -0.5%
NL
703
NWAM LLC
Washington
$381K -$7K -135 -2%
TA
704
TCG Advisors
Texas
$380K +$41.5K +800 +13%
MPCG
705
Matrix Private Capital Group
New York
$377K +$350K +6,746 New
KPCM
706
Kings Point Capital Management
New York
$375K +$282K +5,429 +425%
PWM
707
PBMares Wealth Management
Virginia
$372K +$345K +6,649 New
Schroder Investment Management Group
708
Schroder Investment Management Group
United Kingdom
$371K +$345K +6,641 New
GVAG
709
Great Valley Advisor Group
Delaware
$370K -$302K -5,830 -47%
IC
710
Intersect Capital
California
$369K -$363 -7 -0.1%
CRC
711
Curi RMB Capital
Illinois
$369K
RMC
712
Resources Management Corp
Connecticut
$369K +$195K +3,755 +132%
CA
713
Clearstead Advisors
Ohio
$369K +$343K +6,602 New
AIC
714
Ameritas Investment Company
Nebraska
$366K -$202K -3,886 -37%
BEI
715
Benjamin Edwards Inc
Missouri
$364K +$4.88K +94 +1%
SCM
716
Sterneck Capital Management
Missouri
$362K
SIC
717
Shoker Investment Counsel
Ohio
$361K -$32.5K -626 -9%
NP
718
NorthRock Partners
Minnesota
$359K +$102K +1,957 +44%
RE
719
RBC Europe
United Kingdom
$359K -$5.19K -100 -2%
HNB
720
Huntington National Bank
Ohio
$357K +$1.82K +35 +0.6%
RPC
721
Rossmore Private Capital
Connecticut
$353K
SDAM
722
Shulman DeMeo Asset Management
New York
$352K +$14.3K +275 +5%
ISWM
723
Independent Solutions Wealth Management
New York
$352K +$326K +6,289 New
FPGK
724
Financial Partners Group (Kansas)
Kansas
$350K -$9.8K -189 -3%
CWM
725
Centric Wealth Management
Illinois
$350K +$2.96K +57 +0.9%

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.