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Blackstone

1,655 hedge funds and large institutions have $56.4B invested in Blackstone in 2021 Q4 according to their latest regulatory filings, with 290 funds opening new positions, 572 increasing their positions, 537 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

314% more first-time investments, than exits

New positions opened: 290 | Existing positions closed: 70

24% more funds holding in top 10

Funds holding in top 10: 89110 (+21)

14% more funds holding

Funds holding: 1,4571,655 (+198)

13% more capital invested

Capital invested by funds: $49.8B → $56.4B (+$6.59B)

1.42% more ownership

Funds ownership: 62.43%63.86% (+1.4%)

7% more repeat investments, than reductions

Existing positions increased: 572 | Existing positions reduced: 537

22% less call options, than puts

Call options by funds: $929M | Put options by funds: $1.2B

Holders
1,655
Holders Change
+198
Holders Change %
+13.59%
% of All Funds
25.47%
Holding in Top 10
110
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+23.6%
% of All Funds
1.69%
New
290
Increased
572
Reduced
537
Closed
70
Calls
$929M
Puts
$1.2B
Net Calls
-$267M
Net Calls Change
+$18.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
726
Ameritas Advisory Services
Nebraska
$1.82M +$1.88M +14,103 New
STA
727
Summit Trail Advisors
New York
$1.81M +$17.1K +128 +0.9%
LWAC
728
Laurel Wealth Advisors (California)
California
$1.79M +$1.07M +8,056 +139%
BTWM
729
Baker Tilly Wealth Management
Wisconsin
$1.79M -$209K -1,564 -10%
CFA
730
Carroll Financial Associates
North Carolina
$1.78M +$31.1K +233 +2%
AWA
731
Arete Wealth Advisors
Illinois
$1.78M +$198K +1,487 +12%
SIA
732
Schechter Investment Advisors
Michigan
$1.78M +$1.83M +13,751 New
WPC
733
Waters Parkerson & Co
Louisiana
$1.75M
DZ Bank
734
DZ Bank
Germany
$1.75M +$480K +3,600 +36%
Luther King Capital Management (LKCM)
735
Luther King Capital Management (LKCM)
Texas
$1.75M +$93.9K +704 +6%
BAM
736
Brave Asset Management
New Jersey
$1.73M
GWM
737
Geneos Wealth Management
Colorado
$1.72M -$140K -1,050 -7%
AF
738
Allworth Financial
California
$1.72M +$858K +6,435 +94%
FG
739
Fiduciary Group
Georgia
$1.72M +$10K +75 +0.6%
AMC
740
Asset Management Corp
Illinois
$1.71M +$69.1K +518 +4%
NVIM
741
New Vernon Investment Management
Illinois
$1.71M
AWM
742
Accel Wealth Management
Iowa
$1.7M +$90.8K +681 +5%
WKSWA
743
White Knight Strategic Wealth Advisors
New Jersey
$1.69M +$1.74M +13,076 New
MFA
744
Mayflower Financial Advisors
Massachusetts
$1.69M +$17.9K +134 +1%
RWM
745
Ritholtz Wealth Management
New York
$1.69M +$56.5K +424 +3%
RIG
746
Roosevelt Investment Group
New York
$1.68M +$1.73M +13,000 New
AT
747
Arden Trust
Delaware
$1.67M -$375K -2,816 -18%
MW
748
Marcum Wealth
Ohio
$1.67M +$107K +800 +7%
RFN
749
RDA Financial Network
Iowa
$1.66M -$236K -1,769 -12%
MIM
750
Moseley Investment Management
Florida
$1.66M -$24K -180 -1%

BX Hedge Fund Activity: Q4 2021 in Review

1,655 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Blackstone (BX) for Q4 2021, worth a combined $56.4B — up 13% from $49.8B a quarter earlier.

Buyers outnumbered sellers: 290 funds opened new BX positions and 70 closed out — a net gain of 220 holders — while 572 added to existing stakes and 537 trimmed.

The largest buyer was BlackRock, adding an estimated $807M. The largest seller was GQG Partners, cutting an estimated $402M.

  • 1,655 institutional investors held Blackstone (BX) as of Q4 2021, up from 1,457 in Q3 2021.
  • Funds reported $56.4B of Blackstone stock for Q4 2021, up 13% quarter-over-quarter.
  • 290 funds opened new Blackstone positions in Q4 2021 and 70 closed out, a net change of +220 holders.
  • The largest Blackstone buyer in Q4 2021 was BlackRock, an estimated $807M added.
  • The largest Blackstone seller in Q4 2021 was GQG Partners, an estimated $402M sold.

Based on aggregated 13F filings for Q4 2021.