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Blackstone

1,655 hedge funds and large institutions have $56.4B invested in Blackstone in 2021 Q4 according to their latest regulatory filings, with 290 funds opening new positions, 572 increasing their positions, 537 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

314% more first-time investments, than exits

New positions opened: 290 | Existing positions closed: 70

24% more funds holding in top 10

Funds holding in top 10: 89110 (+21)

14% more funds holding

Funds holding: 1,4571,655 (+198)

13% more capital invested

Capital invested by funds: $49.8B → $56.4B (+$6.59B)

1.42% more ownership

Funds ownership: 62.43%63.86% (+1.4%)

7% more repeat investments, than reductions

Existing positions increased: 572 | Existing positions reduced: 537

22% less call options, than puts

Call options by funds: $929M | Put options by funds: $1.2B

Holders
1,655
Holders Change
+198
Holders Change %
+13.59%
% of All Funds
25.47%
Holding in Top 10
110
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+23.6%
% of All Funds
1.69%
New
290
Increased
572
Reduced
537
Closed
70
Calls
$929M
Puts
$1.2B
Net Calls
-$267M
Net Calls Change
+$18.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
1001
Mark Sheptoff Financial Planning
Connecticut
$754K
OMC
1002
Overbrook Management Corp
New York
$749K
JCM
1003
Jacobi Capital Management
Pennsylvania
$747K +$269K +2,019 +54%
FNT
1004
First National Trust
Pennsylvania
$745K +$484K +3,632 +171%
SWA
1005
Sax Wealth Advisors
New Jersey
$742K +$17.9K +134 +2%
MTC
1006
McDaniel Terry & Co
Texas
$742K +$155K +1,161 +25%
GFS
1007
GYL Financial Synergies
Connecticut
$738K +$8.67K +65 +1%
VCWA
1008
Vanguard Capital Wealth Advisors
Colorado
$737K -$26.7K -200 -3%
CSIC
1009
Clifford Swan Investment Counsel
California
$734K -$6.67K -50 -0.9%
RMDI
1010
R.M. Davis Inc
Maine
$734K
WMS
1011
Wealth Management Solutions
Pennsylvania
$733K +$755K +5,665 New
KA
1012
Kozak & Associates
Colorado
$732K +$24.7K +185 +3%
SP
1013
Symmetry Partners
Connecticut
$731K
AP
1014
Advisor Partners
California
$730K -$2.93K -22 -0.4%
BWA
1015
BDO Wealth Advisors
Florida
$729K +$18.9K +142 +3%
NB
1016
Nicolet Bankshares
Wisconsin
$727K +$282K +2,116 +60%
Financial Engines Advisors
1017
Financial Engines Advisors
California
$721K +$13.1K +98 +2%
QCIG
1018
Quad-Cities Investment Group
Iowa
$717K -$32.9K -247 -4%
PIA
1019
Powell Investment Advisors
Florida
$714K
PJSIMP
1020
P.J. Schmidt Investment Management (PJS)
Wisconsin
$713K
Group One Trading
1021
Group One Trading
Illinois
$713K +$735K +5,510 New
MIM
1022
Merrion Investment Management
New Jersey
$711K
DY
1023
Dowling & Yahnke
California
$710K +$183K +1,371 +33%
WB
1024
WesBanco Bank
West Virginia
$708K +$8.8K +66 +1%
FFS
1025
Founders Financial Securities
Maryland
$707K -$281K -2,107 -28%

BX Hedge Fund Activity: Q4 2021 in Review

1,655 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Blackstone (BX) for Q4 2021, worth a combined $56.4B — up 13% from $49.8B a quarter earlier.

Buyers outnumbered sellers: 290 funds opened new BX positions and 70 closed out — a net gain of 220 holders — while 572 added to existing stakes and 537 trimmed.

The largest buyer was BlackRock, adding an estimated $807M. The largest seller was GQG Partners, cutting an estimated $402M.

  • 1,655 institutional investors held Blackstone (BX) as of Q4 2021, up from 1,457 in Q3 2021.
  • Funds reported $56.4B of Blackstone stock for Q4 2021, up 13% quarter-over-quarter.
  • 290 funds opened new Blackstone positions in Q4 2021 and 70 closed out, a net change of +220 holders.
  • The largest Blackstone buyer in Q4 2021 was BlackRock, an estimated $807M added.
  • The largest Blackstone seller in Q4 2021 was GQG Partners, an estimated $402M sold.

Based on aggregated 13F filings for Q4 2021.