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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
CFA
1176
Compass Financial Advisors
Indiana
$459K +$473K +3,547 New
MSFS
1177
Main Street Financial Solutions
Pennsylvania
$456K +$105K +790 +29%
FFA
1178
First Foundation Advisors
California
$455K +$183K +1,370 +64%
SFBLI
1179
Southern Farm Bureau Life Insurance
Mississippi
$453K
RG
1180
Retirement Group
California
$451K -$10.7K -80 -2%
PFBT
1181
Parkside Financial Bank & Trust
Missouri
$451K +$121K +911 +35%
TWA
1182
TCI Wealth Advisors
Arizona
$449K +$17.2K +129 +4%
CANY
1183
Caxton Associates (New York)
New York
$448K -$660K -4,949 -59%
GWM
1184
Gray Wealth Management
Maine
$447K
NFG
1185
Nations Financial Group
Iowa
$447K +$50.5K +379 +12%
RWB
1186
RMR Wealth Builders
New Jersey
$445K -$776K -5,821 -63%
RWA
1187
Redmont Wealth Advisors
Illinois
$445K +$459K +3,440 New
MA
1188
MJP Associates
Connecticut
$444K +$14.3K +107 +3%
PFA
1189
Paradigm Financial Advisors
Missouri
$443K +$129K +970 +40%
MSAM
1190
Moloney Securities Asset Management
Missouri
$442K -$493K -3,697 -52%
IF
1191
IRON Financial
Illinois
$442K +$667 +5 +0.1%
VA
1192
Valmark Advisers
Ohio
$441K +$6K +45 +1%
FMC
1193
First Merchants Corp
Indiana
$439K -$26.7K -200 -6%
LA
1194
Latitude Advisors
Florida
$439K -$400 -3 -0.1%
PWA
1195
Phoenix Wealth Advisors
North Carolina
$439K
MBT
1196
Montecito Bank & Trust
California
$436K +$30.7K +230 +7%
PWAG
1197
Polaris Wealth Advisory Group
California
$434K +$2.4K +18 +0.5%
HA
1198
Hofer & Associates
California
$429K +$442K +3,312 New
FA
1199
Faithward Advisors
Pennsylvania
$428K +$667 +5 +0.2%
GC
1200
Gruss & Co
Florida
$427K

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.