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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
OWA
1026
Octavia Wealth Advisors
Ohio
$707K +$5.2K +39 +0.7%
VCS
1027
Vaughan & Co Securities
New Jersey
$705K -$437K -3,279 -38%
IDBONY
1028
Israel Discount Bank of New York
New York
$705K +$34.3K +257 +5%
NP
1029
NorthRock Partners
Minnesota
$702K -$23.3K -175 -3%
PGIM
1030
Pacific Global Investment Management
California
$698K +$177K +1,330 +33%
COF
1031
Capital One Financial
Virginia
$697K
TCWM
1032
Total Clarity Wealth Management
Illinois
$695K +$26.7K +200 +4%
MWM
1033
Minot Wealth Management
Massachusetts
$695K +$303K +2,275 +73%
PRC
1034
Pearl River Capital
Michigan
$695K +$716K +5,369 New
HIMC
1035
Heritage Investors Management Corp
Maryland
$693K +$240K +1,800 +51%
VCAM
1036
Van Cleef Asset Management
Ohio
$692K +$400 +3 +0.1%
VWA
1037
Visionary Wealth Advisors
Illinois
$692K +$9.2K +69 +1%
S
1038
Seeyond
France
$686K -$571K -4,280 -45%
TC
1039
Titleist Capital
Texas
$686K +$707K +5,301 New
JWM
1040
Jupiter Wealth Management
Colorado
$682K -$197K -1,475 -22%
Thrivent Financial for Lutherans
1041
Thrivent Financial for Lutherans
Minnesota
$682K -$24.5K -184 -3%
RWP
1042
RWA Wealth Partners
Massachusetts
$681K +$47.5K +356 +7%
MCWS
1043
McKinley Carter Wealth Services
West Virginia
$675K +$1.33K +10 +0.2%
QCM
1044
Quest Capital Management
Texas
$674K +$263K +1,970 +61%
LS
1045
Livforsakringsbolaget Skandia
Sweden
$673K -$387K -2,900 -36%
PFA
1046
Peak Financial Advisors
Colorado
$672K +$693K +5,195 New
UFA
1047
US Financial Advisors
Massachusetts
$671K
GA
1048
Gateway Advisory
New Jersey
$664K +$445K +3,340 +187%
EM
1049
Excalibur Management
Massachusetts
$662K -$118K -886 -15%
PCTC
1050
Perkins Coie Trust Company
Washington
$661K

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.