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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
JA
776
JOYN Advisors
Georgia
$280K -$120K -2,315 -32%
LB
777
Legacy Bridge
Iowa
$280K
BRG
778
Bay Rivers Group
Virginia
$279K +$259K +4,988 New
HCM
779
Howland Capital Management
Massachusetts
$278K -$5.19K -100 -2%
Cerity Partners
780
Cerity Partners
New York
$277K +$28.5K +550 +12%
GEA
781
Glen Eagle Advisors
New Jersey
$276K -$15.6K -300 -6%
PIA
782
Powell Investment Advisors
Florida
$275K +$255K +4,911 New
AA
783
AlphaMark Advisors
Kentucky
$274K
1W
784
1776 Wealth
Georgia
$274K +$254K +4,900 New
PG
785
Pendal Group
Australia
$274K +$519 +10 +0.2%
CWP
786
Capital Wealth Planning
Florida
$273K -$15.6K -300 -6%
PFGIA
787
Patriot Financial Group Insurance Agency
Massachusetts
$270K -$31K -597 -11%
VWA
788
Visionary Wealth Advisors
Illinois
$269K +$250K +4,813 New
PWM
789
Perigon Wealth Management
California
$268K
BDF
790
Balasa Dinverno & Foltz
$264K
WF
791
Welch & Forbes
Massachusetts
$263K
WA
792
WealthTrust Axiom
Pennsylvania
$262K
KC
793
Kingfisher Capital
North Carolina
$259K +$1.66K +32 +0.7%
VC
794
Veracity Capital
Georgia
$258K +$239K +4,612 New
SCM
795
Southport Capital Management
Tennessee
$257K
FFG
796
Fortem Financial Group
California
$257K +$239K +4,600 New
MMG
797
Monetary Management Group
Missouri
$256K -$250K -4,819 -51%
AWM
798
Altium Wealth Management
New York
$256K +$9.44K +182 +4%
ISL
799
Ingalls & Snyder LLC
New York
$255K +$236K +4,555 New
GT
800
Glenview Trust
Kentucky
$254K

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.