Blackstone
1,025 hedge funds and large institutions have $21B invested in Blackstone in 2020 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 403 increasing their positions, 339 reducing their positions, and 81 closing their positions.
19% more repeat investments, than reductions
Existing positions increased: 403 | Existing positions reduced: 339
12% more first-time investments, than exits
New positions opened: 91 | Existing positions closed: 81
0.8% more ownership
Funds ownership: 59.55% → 60.35% (+0.8%)
0% more funds holding
Funds holding: 1,022 → 1,025 (+3)
7% less capital invested
Capital invested by funds: $22.6B → $21B (-$1.59B)
16% less call options, than puts
Call options by funds: $490M | Put options by funds: $582M
31% less funds holding in top 10
Funds holding in top 10: 55 → 38 (-17)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$254M |
| 2 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
+$211M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$126M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
+$101M |
| 5 |
MC
Maverick Capital
Dallas,
Texas
|
+$87.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$291M |
| 2 |
ECU
Egerton Capital (UK)
London,
United Kingdom
|
-$123M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$97.3M |
| 4 |
Westfield Capital Management
Boston,
Massachusetts
|
-$54.8M |
| 5 |
CIC
Chilton Investment Company
Stamford,
Connecticut
|
-$54.2M |
BX Hedge Fund Activity: Q3 2020 in Review
1,025 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Blackstone (BX) for Q3 2020, worth a combined $21B — down 7% from $22.6B a quarter earlier.
Buyers outnumbered sellers: 91 funds opened new BX positions and 81 closed out — a net gain of 10 holders — while 403 added to existing stakes and 339 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $254M. The largest seller was Capital World Investors, cutting an estimated $291M.
- 1,025 institutional investors held Blackstone (BX) as of Q3 2020, up from 1,022 in Q2 2020.
- Funds reported $21B of Blackstone stock for Q3 2020, down 7% quarter-over-quarter.
- 91 funds opened new Blackstone positions in Q3 2020 and 81 closed out, a net change of +10 holders.
- The largest Blackstone buyer in Q3 2020 was Wellington Management Group, an estimated $254M added.
- The largest Blackstone seller in Q3 2020 was Capital World Investors, an estimated $291M sold.
Based on aggregated 13F filings for Q3 2020.