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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
SCM
1026
Suvretta Capital Management
New York
-$777K -15,900 Closed
SA
1027
Sicart Associates
New York
-$737K -15,100 Closed
AAM
1028
Augustine Asset Management
Florida
-$659K -13,503 Closed
SWA
1029
Stratos Wealth Advisors
Ohio
-$612K -12,533 Closed
XS
1030
XR Securities
Illinois
-$512K -9,866 Closed
DWA
1031
Douglass Winthrop Advisors
New York
-$479K -9,800 Closed
DFA
1032
Delta Financial Advisors
Louisiana
-$472K -9,657 Closed
TCM
1033
Tuttle Capital Management
Connecticut
-$467K -9,378 Closed
WAM
1034
World Asset Management
Michigan
-$308K -6,308 Closed
LA
1035
LVW Advisors
New York
-$308K -6,300 Closed
HSA
1036
HBK Sorce Advisory
Pennsylvania
-$299K -6,124 Closed
IF
1037
IRON Financial
Illinois
-$290K -5,935 Closed
TRCT
1038
Tower Research Capital (TRC)
New York
-$276K -5,659 Closed
BWA
1039
BDO Wealth Advisors
Florida
-$250K -5,115 Closed
ATIA
1040
American Trust Investment Advisors
New Hampshire
-$249K -5,105 Closed
NDSI
1041
Newman Dignan & Sheerar Inc
Rhode Island
-$249K -5,097 Closed
FFA
1042
First Foundation Advisors
California
-$244K -5,000 Closed
BIA
1043
BHK Investment Advisors
Alabama
-$234K -4,800 Closed
CIC
1044
Cutler Investment Counsel
Oregon
-$220K -4,500 Closed
QCIG
1045
Quad-Cities Investment Group
Iowa
-$177K -3,615 Closed
CAGAS
1046
Capital Advisory Group Advisory Services
Minnesota
-$138K -2,815 Closed
ATFA
1047
All Terrain Financial Advisors
Minnesota
-$118K -2,405 Closed
PFO
1048
Pathstone Family Office
New Jersey
-$105K -2,174 Closed
WWM
1049
Willingdon Wealth Management
North Carolina
-$98K -2,000 Closed
PCM
1050
Princeton Capital Management
New Jersey
-$68K -1,393 Closed

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.