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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
EA
851
Emerald Advisers
Pennsylvania
$209K +$194K +3,741 New
AP
852
Advisor Partners
California
$208K +$185K +3,564 New
LF
853
LifeSteps Financial
California
$208K +$193K +3,713 New
WFG
854
Wills Financial Group
Virginia
$208K +$193K +3,720 New
WIP
855
Wellesley Investment Partners
Massachusetts
$207K -$25.9K -500 -12%
DA
856
Doliver Advisors
Texas
$207K +$192K +3,707 New
DWM
857
Doyle Wealth Management
Florida
$205K -$46.7K -900 -20%
SAM
858
Stansberry Asset Management
Texas
$205K +$191K +3,673 New
LBD
859
Landsberg Bennett & Dubbaneh
Florida
$204K +$189K +3,649 New
VCA
860
Verdence Capital Advisors
Maryland
$204K +$189K +3,650 New
BFWA
861
Benchmark Financial Wealth Advisors
Florida
$203K +$188K +3,626 New
CFA
862
Capstone Financial Advisors
Illinois
$203K +$189K +3,638 New
XF
863
XML Financial
Maryland
$202K +$187K +3,612 New
CIA
864
Choate Investment Advisors
Massachusetts
$201K +$187K +3,600 New
MAM
865
Morse Asset Management
Connecticut
$201K +$187K +3,600 New
SL
866
Salomon & Ludwin
Virginia
$199K
CWP
867
CFM Wealth Partners
Texas
$187K +$161K +3,103 New
Walleye Capital
868
Walleye Capital
New York
$186K -$102K -1,957 -37%
AIM
869
Anchor Investment Management
South Carolina
$179K
LIA
870
LS Investment Advisors
Michigan
$177K +$164K +3,161 New
TPCW
871
TD Private Client Wealth
New York
$174K +$161K +3,107 New
EWM
872
Edge Wealth Management
New York
$173K
TWA
873
TCI Wealth Advisors
Arizona
$171K +$125K +2,400 +369%
GWS
874
Glassman Wealth Services
Virginia
$170K +$104 +2 +0.1%
BBHC
875
Brown Brothers Harriman & Co
New York
$160K

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.