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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
PK
876
Pflug Koory
Nebraska
$152K
SCA
877
Stonebridge Capital Advisors
Minnesota
$150K -$2.59K -50 -2%
OSAM
878
O'Shaughnessy Asset Management
Connecticut
$144K +$130K +2,500 +3,012%
BWL
879
Bogart Wealth LLC
Virginia
$143K +$80.5K +1,551 +155%
CTC
880
Central Trust Company
Missouri
$142K
LPWM
881
Lake Point Wealth Management
Texas
$142K +$132K +2,537 New
TF
882
Tompkins Financial
New York
$140K +$130K +2,500 New
OC
883
Oakworth Capital
Alabama
$138K
PO
884
Private Ocean
California
$135K -$17.4K -336 -12%
PFBT
885
Parkside Financial Bank & Trust
Missouri
$135K
AP
886
Arlington Partners
Alabama
$132K +$122K +2,360 New
PA
887
Procyon Advisors
Connecticut
$130K +$120K +2,322 New
GDP
888
Great Diamond Partners
Maine
$128K +$119K +2,302 New
ICM
889
Islay Capital Management
Texas
$112K +$104K +2,000 New
QI
890
QS Investors
New York
$112K +$104K +2,000 New
AJ
891
Ashburton (Jersey)
Jersey
$109K -$3.84K -74 -4%
WCG
892
Weaver Consulting Group
California
$107K +$12.7K +245 +13%
JFA
893
JNBA Financial Advisors
Minnesota
$106K
IFAM
894
Institutional & Family Asset Management
Colorado
$104K +$882 +17 +0.9%
SFG
895
Sowa Financial Group
Rhode Island
$98K +$90.8K +1,750 New
WAP
896
Wealthcare Advisory Partners
Pennsylvania
$96K -$12K -231 -12%
CFN
897
Cordasco Financial Network
Florida
$96K +$830 +16 +0.9%
MCM
898
Manchester Capital Management
Vermont
$91K
RCG
899
Ruggie Capital Group
Florida
$90K -$161K -3,100 -66%
S
900
SignatureFD
Georgia
$86K -$5.45K -105 -6%

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.