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Blackstone

1,457 hedge funds and large institutions have $49.8B invested in Blackstone in 2021 Q3 according to their latest regulatory filings, with 190 funds opening new positions, 496 increasing their positions, 545 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more first-time investments, than exits

New positions opened: 190 | Existing positions closed: 55

22% more funds holding in top 10

Funds holding in top 10: 7389 (+16)

18% more capital invested

Capital invested by funds: $42.1B → $49.8B (+$7.69B)

9% more funds holding

Funds holding: 1,3411,457 (+116)

9% less repeat investments, than reductions

Existing positions increased: 496 | Existing positions reduced: 545

1.16% less ownership

Funds ownership: 63.59%62.43% (-1.2%)

22% less call options, than puts

Call options by funds: $987M | Put options by funds: $1.27B

Holders
1,457
Holders Change
+116
Holders Change %
+8.65%
% of All Funds
25.51%
Holding in Top 10
89
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+21.92%
% of All Funds
1.56%
New
190
Increased
496
Reduced
545
Closed
55
Calls
$987M
Puts
$1.27B
Net Calls
-$286M
Net Calls Change
-$181M
Name Holding Trade Value Shares
Change
Change in
Stake
CAG
76
Crestwood Advisors Group
Massachusetts
$85.5M -$3.85M -33,144 -4%
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$84.2M +$37.6M +324,188 +85%
EVM
78
Eaton Vance Management
Massachusetts
$84M +$46.9M +404,174 +124%
FCIM
79
Fairview Capital Investment Management
California
$82.7M -$1.82M -15,663 -2%
BHC
80
Bowen Hanes & Co
Florida
$78.8M -$6.63M -57,105 -8%
Janney Montgomery Scott
81
Janney Montgomery Scott
Pennsylvania
$78.3M +$500K +4,311 +0.6%
AII
82
AGF Investments Inc
Ontario, Canada
$74.4M -$1.54M -13,310 -2%
WPEP
83
Walnut Private Equity Partners
Nebraska
$73.2M
Balyasny Asset Management
84
Balyasny Asset Management
Illinois
$73.1M +$34.3M +295,681 +89%
WJWM
85
Williams Jones Wealth Management
New York
$71.7M -$2.64M -22,732 -4%
ESBC
86
E.S. Barr & Co
Kentucky
$70.9M -$10.2M -88,315 -13%
First Trust Advisors
87
First Trust Advisors
Illinois
$70.8M +$19.1M +164,694 +37%
Invesco
88
Invesco
Georgia
$70.4M -$12M -103,298 -15%
ACM
89
Advisors Capital Management
New Jersey
$70.3M -$1.82M -15,661 -3%
VRS
90
Virginia Retirement Systems
Virginia
$69.9M -$16.5M -142,000 -19%
Fayez Sarofim & Co
91
Fayez Sarofim & Co
Texas
$69.7M +$22K +190 +0%
FPCG
92
Fort Pitt Capital Group
Pennsylvania
$69.5M -$13.6M -116,984 -16%
RJFSA
93
Raymond James Financial Services Advisors
Florida
$69.3M +$9.82M +84,611 +17%
TM
94
Tiger Management
New York
$68.8M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
95
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$68.6M +$10.2M +88,208 +18%
RhumbLine Advisers
96
RhumbLine Advisers
Massachusetts
$68.4M -$4.58M -39,455 -6%
Commonwealth Equity Services
97
Commonwealth Equity Services
Massachusetts
$66.7M +$3.57M +30,758 +6%
Aberdeen Group
98
Aberdeen Group
United Kingdom
$65.4M -$17.6M -151,762 -21%
SW
99
SVB Wealth
Massachusetts
$65.1M +$1.29M +11,159 +2%
Canada Pension Plan Investment Board
100
Canada Pension Plan Investment Board
Ontario, Canada
$64.6M +$214K +1,843 +0.3%

BX Hedge Fund Activity: Q3 2021 in Review

1,457 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Blackstone (BX) for Q3 2021, worth a combined $49.8B — up 18% from $42.1B a quarter earlier.

Buyers outnumbered sellers: 190 funds opened new BX positions and 55 closed out — a net gain of 135 holders — while 496 added to existing stakes and 545 trimmed.

The largest buyer was Norges Bank, adding an estimated $670M. The largest seller was Wellington Management Group, cutting an estimated $821M.

  • 1,457 institutional investors held Blackstone (BX) as of Q3 2021, up from 1,341 in Q2 2021.
  • Funds reported $49.8B of Blackstone stock for Q3 2021, up 18% quarter-over-quarter.
  • 190 funds opened new Blackstone positions in Q3 2021 and 55 closed out, a net change of +135 holders.
  • The largest Blackstone buyer in Q3 2021 was Norges Bank, an estimated $670M added.
  • The largest Blackstone seller in Q3 2021 was Wellington Management Group, an estimated $821M sold.

Based on aggregated 13F filings for Q3 2021.