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Blackstone
BX

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: 840 → 1,001 (+161)

11% more funds holding in top 10

Funds holding in top 10: 47 → 52 (+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

Top Buyers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
+$302M
2
BlackRock
BlackRock
New York
+$292M
3
Bessemer Group
Bessemer Group
New Jersey
+$128M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$118M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$118M

Top Sellers

Rank Fund Capital Flow
1
ECU
Egerton Capital (UK)
United Kingdom
-$299M
2
GQG Partners
GQG Partners
Florida
-$237M
3
Swedbank
Swedbank
Sweden
-$211M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$139M
5
Citigroup
Citigroup
New York
-$73.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
WA1
801
Wimmer Associates 1
California
$254K +$236K +4,545 New
FFS
802
Founders Financial Securities
Maryland
$253K +$235K +4,522 New
ADL
803
Asset Dedication LLC
California
$252K – – –
GWM
804
Graybill Wealth Management
Illinois
$252K – – –
QPWM
805
Quadrant Private Wealth Management
Pennsylvania
$252K – – –
ACA
806
Atlas Capital Advisors
Wyoming
$252K – – –
OPA
807
Old Port Advisors
Maine
$251K +$233K +4,495 New
1IA
808
1834 Investment Advisors
Wisconsin
$249K -$5.19K -100 -2%
BIAS
809
Beacon Investment Advisory Services
New Jersey
$245K – – –
AWM
810
Absher Wealth Management
North Carolina
$241K +$203K +3,913 New
LS
811
Livforsakringsbolaget Skandia
Sweden
$241K +$223K +4,300 New
MCWS
812
McKinley Carter Wealth Services
West Virginia
$239K – – –
CT
813
Cambridge Trust
Massachusetts
$237K -$5.19K -100 -2%
APP
814
Avantax Planning Partners
Iowa
$237K +$220K +4,241 New
WAAG
815
Wealth Alliance Advisory Group
Kansas
$236K +$218K +4,210 New
PP
816
Paloma Partners
Connecticut
$235K +$218K +4,200 New
FDS
817
First Dallas Securities
Texas
$234K +$217K +4,175 New
FNBT
818
FineMark National Bank & Trust
Florida
$234K +$217K +4,176 New
ERIM
819
Eagle Ridge Investment Management
Connecticut
$233K – – –
HR
820
Hayden Royal
North Carolina
$232K +$194K +3,747 New
GAM
821
Guinness Asset Management
United Kingdom
$232K – – –
CSPIA
822
Cary Street Partners Investment Advisory
Virginia
$231K +$214K +4,125 New
FMC
823
First Merchants Corp
Indiana
$230K – – –
PWLP
824
Prio Wealth Limited Partnership
Massachusetts
$229K – – –
RWA
825
Ropes Wealth Advisors
Massachusetts
$229K – – –
31 32
33
34 35

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.