Blackstone
1,151 hedge funds and large institutions have $27.2B invested in Blackstone in 2020 Q4 according to their latest regulatory filings, with 196 funds opening new positions, 437 increasing their positions, 332 reducing their positions, and 55 closing their positions.
256% more first-time investments, than exits
New positions opened: 196 | Existing positions closed: 55
32% more repeat investments, than reductions
Existing positions increased: 437 | Existing positions reduced: 332
29% more capital invested
Capital invested by funds: $21B → $27.2B (+$6.19B)
18% more funds holding in top 10
Funds holding in top 10: 38 → 45 (+7)
12% more funds holding
Funds holding: 1,025 → 1,151 (+126)
1.4% more ownership
Funds ownership: 60.35% → 61.75% (+1.4%)
47% less call options, than puts
Call options by funds: $524M | Put options by funds: $989M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
+$140M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$134M |
| 3 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$131M |
| 4 |
JP Morgan Chase
New York
|
+$128M |
| 5 |
DCP
D1 Capital Partners
New York
|
+$73.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
HMI Capital Management
San Francisco,
California
|
-$173M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$56M |
| 3 |
Capital International Investors
Los Angeles,
California
|
-$54.6M |
| 4 |
Millennium Management
New York
|
-$48.4M |
| 5 |
CPC
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
-$39.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HGWM
1201
Harvest Group Wealth Management
Waltham,
Massachusetts
| – | -$17.6K | -303 | Closed |
|
|
FFA
1202
Founders Financial Alliance
Raleigh,
North Carolina
| – | -$12K | -232 | Closed |
|
|
CCA
1203
Column Capital Advisors
Indianapolis,
Indiana
| – | -$9K | -170 | Closed |
|
1204
AssetMark Inc
Concord,
California
| – | -$7K | -130 | Closed |
|
|
CTB
1205
Country Trust Bank
Bloomington,
Illinois
| – | -$1K | -20 | Closed |
|
|
JPLA
1206
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| – | +$175 | +3 | New |
|
BX Hedge Fund Activity: Q4 2020 in Review
1,151 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Blackstone (BX) for Q4 2020, worth a combined $27.2B — up 29% from $21B a quarter earlier.
Buyers outnumbered sellers: 196 funds opened new BX positions and 55 closed out — a net gain of 141 holders — while 437 added to existing stakes and 332 trimmed.
The largest buyer was CIBC Private Wealth Group, adding an estimated $140M. The largest seller was HMI Capital Management, exiting entirely with an estimated $173M sold.
- 1,151 institutional investors held Blackstone (BX) as of Q4 2020, up from 1,025 in Q3 2020.
- Funds reported $27.2B of Blackstone stock for Q4 2020, up 29% quarter-over-quarter.
- 196 funds opened new Blackstone positions in Q4 2020 and 55 closed out, a net change of +141 holders.
- The largest Blackstone buyer in Q4 2020 was CIBC Private Wealth Group, an estimated $140M added.
- The largest Blackstone seller in Q4 2020 was HMI Capital Management, an estimated $173M sold.
Based on aggregated 13F filings for Q4 2020.