We are live on ! Find out more
BX icon

Blackstone

1,457 hedge funds and large institutions have $49.8B invested in Blackstone in 2021 Q3 according to their latest regulatory filings, with 190 funds opening new positions, 496 increasing their positions, 545 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more first-time investments, than exits

New positions opened: 190 | Existing positions closed: 55

22% more funds holding in top 10

Funds holding in top 10: 7389 (+16)

18% more capital invested

Capital invested by funds: $42.1B → $49.8B (+$7.69B)

9% more funds holding

Funds holding: 1,3411,457 (+116)

9% less repeat investments, than reductions

Existing positions increased: 496 | Existing positions reduced: 545

1.16% less ownership

Funds ownership: 63.59%62.43% (-1.2%)

22% less call options, than puts

Call options by funds: $987M | Put options by funds: $1.27B

Holders
1,457
Holders Change
+116
Holders Change %
+8.65%
% of All Funds
25.51%
Holding in Top 10
89
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+21.92%
% of All Funds
1.56%
New
190
Increased
496
Reduced
545
Closed
55
Calls
$987M
Puts
$1.27B
Net Calls
-$286M
Net Calls Change
-$181M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
1201
Barnett & Company
Tennessee
$261K -$58K -500 -18%
CP
1202
Camelot Portfolios
Ohio
$261K -$3.6K -31 -1%
WDC
1203
Woodward Diversified Capital
California
$261K +$348 +3 +0.1%
CCA
1204
Checchi Capital Advisers
California
$260K +$260K +2,238 New
CWM
1205
Calamos Wealth Management
Illinois
$259K -$253K -2,178 -49%
LPT
1206
Legacy Private Trust
Wisconsin
$259K
PFGIA
1207
Patriot Financial Group Insurance Agency
Massachusetts
$258K +$1.28K +11 +0.5%
BCWM
1208
Bartlett & Co Wealth Management
Ohio
$257K -$1.04K -9 -0.4%
BC
1209
Bartlett & Co
Ohio
$257K -$1.04K -9 -0.4%
GIA
1210
Guyasuta Investment Advisors
Pennsylvania
$256K
TFS
1211
Thoroughbred Financial Services
Tennessee
$256K
VDI
1212
Vaughan David Investments
Illinois
$256K
EP
1213
Eudaimonia Partners
Tennessee
$255K +$5.8K +50 +2%
LWCFA
1214
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$254K +$181K +1,559 +249%
WC
1215
Whitney & Co
New York
$253K -$4.99K -43 -2%
HCA
1216
Harbour Capital Advisors
Virginia
$253K
MFG
1217
MidWestOne Financial Group
Iowa
$253K
PIA
1218
Perennial Investment Advisors
California
$252K
OWA
1219
Outlook Wealth Advisors
Texas
$252K +$7.54K +65 +3%
NFG
1220
Nadler Financial Group
Illinois
$252K +$251K +2,165 New
CSPIA
1221
Cary Street Partners Investment Advisory
Virginia
$251K +$29K +250 +13%
LNWWM
1222
Laird Norton Wetherby Wealth Management
California
$250K +$696 +6 +0.3%
PPW
1223
Parcion Private Wealth
Washington
$250K +$235K +2,028 New
FFA
1224
First Foundation Advisors
California
$250K +$249K +2,147 New
FAM
1225
Flaharty Asset Management
Florida
$249K +$248K +2,138 New

BX Hedge Fund Activity: Q3 2021 in Review

1,457 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Blackstone (BX) for Q3 2021, worth a combined $49.8B — up 18% from $42.1B a quarter earlier.

Buyers outnumbered sellers: 190 funds opened new BX positions and 55 closed out — a net gain of 135 holders — while 496 added to existing stakes and 545 trimmed.

The largest buyer was Norges Bank, adding an estimated $670M. The largest seller was Wellington Management Group, cutting an estimated $821M.

  • 1,457 institutional investors held Blackstone (BX) as of Q3 2021, up from 1,341 in Q2 2021.
  • Funds reported $49.8B of Blackstone stock for Q3 2021, up 18% quarter-over-quarter.
  • 190 funds opened new Blackstone positions in Q3 2021 and 55 closed out, a net change of +135 holders.
  • The largest Blackstone buyer in Q3 2021 was Norges Bank, an estimated $670M added.
  • The largest Blackstone seller in Q3 2021 was Wellington Management Group, an estimated $821M sold.

Based on aggregated 13F filings for Q3 2021.