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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
JMPWA
51
JP Morgan Private Wealth Advisors
California
$60M +$2.42M +46,706 +5%
Select Equity Group
52
Select Equity Group
New York
$59.5M -$19.4M -373,518 -26%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$58.5M +$40.2M +775,211 +286%
WJWM
54
Williams Jones Wealth Management
New York
$53.7M +$1.04M +20,113 +2%
AAMU
55
Amundi Asset Management US
Massachusetts
$53.2M +$4.59M +88,484 +10%
State of Wisconsin Investment Board
56
State of Wisconsin Investment Board
Wisconsin
$48.3M +$18M +346,680 +67%
Stifel Financial
57
Stifel Financial
Missouri
$47.3M +$2.85M +54,993 +7%
CAG
58
Crestwood Advisors Group
Massachusetts
$45.5M -$14.3K -275 -0%
ESBC
59
E.S. Barr & Co
Kentucky
$44.5M -$1.09M -20,960 -3%
Kovitz Investment Group Partners
60
Kovitz Investment Group Partners
Illinois
$43.1M -$4.87M -93,949 -11%
Brown Advisory
61
Brown Advisory
Maryland
$40.7M +$7.68M +148,064 +26%
Manulife (Manufacturers Life Insurance)
62
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$39.1M +$1.54M +29,740 +4%
William Blair & Company
63
William Blair & Company
Illinois
$38.6M +$3.15M +60,677 +10%
Aberdeen Group
64
Aberdeen Group
United Kingdom
$38.5M +$35.7M +688,019 New
CPC
65
Cookson Peirce & Co
Pennsylvania
$38.3M +$16.2M +312,430 +84%
HSBC Holdings
66
HSBC Holdings
United Kingdom
$37.6M +$9.13M +176,076 +35%
JAM
67
Jupiter Asset Management
United Kingdom
$37.1M +$2.9M +55,850 +9%
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$35.8M +$2.47M +47,548 +8%
AAM
69
Aureus Asset Management
Massachusetts
$34.9M +$1.68M +32,313 +5%
WPEP
70
Walnut Private Equity Partners
Nebraska
$34.9M +$233K +4,500 +0.7%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
71
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$33.6M +$31.1M +600,000 New
Canada Pension Plan Investment Board
72
Canada Pension Plan Investment Board
Ontario, Canada
$33.4M -$4.67M -90,000 -13%
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$32.9M -$683K -13,167 -2%
PGH
74
Partners Group Holding
Switzerland
$31.3M +$2.86M +55,091 +11%
AIM
75
Alphinity Investment Management
Australia
$31.1M +$11M +211,268 +61%

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.