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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
FMTCOCP
901
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$85K +$79.1K +1,525 New
M
902
MOTCO
Texas
$84K
FC
903
FORA Capital
Florida
$77K +$71.3K +1,374 New
BL
904
Balentine LLC
Georgia
$76K +$70.1K +1,352 New
EWP
905
Engrave Wealth Partners
Texas
$72K +$67.4K +1,300 New
LF
906
Lee Financial
Texas
$69K -$40.6K -782 -39%
WB
907
Webster Bank
Connecticut
$68K +$63.5K +1,224 New
SIA
908
SeaBridge Investment Advisors
New Jersey
$67K
SBL
909
Sargent Bickham Lagudis
Colorado
$66K +$54.5K +1,051 +848%
BWM
910
Baystate Wealth Management
Massachusetts
$65K +$571 +11 +1%
CAC
911
Certified Advisory Corp
Florida
$63K +$311 +6 +0.5%
MA
912
MCF Advisors
Kentucky
$62K -$20.4K -394 -26%
Credit Agricole
913
Credit Agricole
France
$61K -$53.4K -1,030 -48%
RFA
914
Reilly Financial Advisors
California
$61K +$20.8K +401 +58%
BAMG
915
Brand Asset Management Group
Missouri
$60K -$4.67K -90 -8%
EMFAT
916
Emerald Mutual Fund Advisers Trust
Pennsylvania
$58K +$53.4K +1,029 New
ACM
917
Allred Capital Management
Texas
$56.1K +$52K +1,002 New
AF
918
Arrow Financial
New York
$56K
AWM
919
Atticus Wealth Management
Florida
$56K +$51.9K +1,000 New
HI
920
Human Investing
Oregon
$56K +$51.9K +1,000 New
FWM
921
FSA Wealth Management
Massachusetts
$56K +$52.3K +1,008 New
GWMIA
922
Global Wealth Management Investment Advisory
Florida
$54K +$29.7K +573 +143%
GTAM
923
Global Trust Asset Management
Florida
$50K
RWB
924
RMR Wealth Builders
New Jersey
$49K +$45.3K +874 New
BCWM
925
Bartlett & Co Wealth Management
Ohio
$46.5K +$33.3K +641 +337%

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.