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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
BFC
926
Bedel Financial Consulting
Indiana
$45K
IRC
927
Investors Research Corp
Georgia
$45K
TF
928
TimeScale Financial
Massachusetts
$43K
OPS
929
Orion Portfolio Solutions
Nebraska
$42K +$39K +751 New
AWMS
930
Advocacy Wealth Management Services
Georgia
$39K
SIS
931
Sound Income Strategies
Florida
$36K +$156 +3 +0.5%
LWCFA
932
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$35K
LWA
933
Lenox Wealth Advisors
New York
$32K
TC
934
Trust Company
Kansas
$32K +$29.8K +575 New
FP
935
Financial Perspectives
Minnesota
$31.3K +$29.1K +560 New
DAM
936
Delta Asset Management
Tennessee
$31K -$17.2K -331 -38%
CCMW
937
Cypress Capital Management (Wyoming)
Wyoming
$31K
BWA
938
Burt Wealth Advisors
Maryland
$30K
PCG
939
Private Capital Group
Connecticut
$29K +$21.9K +422 +370%
FFC
940
First Financial Corp
Indiana
$28K -$5.19K -100 -17%
CAL
941
Capital Advisors Ltd
Ohio
$28K
CHA
942
Carmichael Hill & Associates
Maryland
$28K +$26K +502 New
HWM
943
Howard Wealth Management
Connecticut
$27K +$25.9K +500 New
AF
944
Allworth Financial
California
$26K +$19K +367 +360%
TCOV
945
Trust Company of Vermont
Vermont
$24K
VCM
946
Vigilant Capital Management
Maine
$24K
WAS
947
Winch Advisory Services
Wisconsin
$24K +$4.62K +89 +26%
EP
948
Eudaimonia Partners
Tennessee
$24K +$22.1K +426 New
FHA
949
First Horizon Advisors
Tennessee
$23K +$52 +1 +0.2%
PA
950
PSI Advisors
Florida
$23K +$22K +425 New

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.