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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
HCM
1201
Hollencrest Capital Management
California
$427K +$19.9K +149 +5%
OHWP
1202
Oak Harbor Wealth Partners
North Carolina
$426K +$439K +3,289 New
PPWM
1203
Paragon Private Wealth Management
Kentucky
$426K +$439K +3,290 New
MAG
1204
Mayfair Advisory Group
Alabama
$425K
PRS
1205
Pinkerton Retirement Specialists
Idaho
$422K -$6.85M -51,396 -94%
SG
1206
Stonnington Group
California
$422K -$293K -2,200 -39%
HWA
1207
HCR Wealth Advisors
California
$421K +$1.87K +14 +0.4%
ZF
1208
Zhang Financial
Michigan
$421K +$434K +3,255 New
ACA
1209
Affinity Capital Advisors
California
$419K
WSFS
1210
Wilmington Savings Fund Society
Delaware
$417K +$118K +888 +38%
5L
1211
55I LLC
Massachusetts
$416K +$20K +150 +5%
SIC
1212
Sigma Investment Counselors
Michigan
$415K
AC
1213
Apogem Capital
New York
$414K -$66.1K -496 -13%
SW
1214
SlateStone Wealth
Florida
$414K +$427K +3,200 New
SAS
1215
Stelac Advisory Services
New York
$412K -$887K -6,651 -68%
C
1216
CEDRUS
Colorado
$412K +$425K +3,184 New
ESCM
1217
Echo Street Capital Management
New York
$410K -$15.3K -115 -4%
CFIA
1218
Cantor Fitzgerald Investment Advisors
New York
$405K
JDR
1219
Jay D. Rosenbaum
$405K +$417K +3,130 New
CCA
1220
Clearwater Capital Advisors
Illinois
$404K
RRCM
1221
Rappaport Reiches Capital Management
Illinois
$401K
AA
1222
AlphaMark Advisors
Kentucky
$401K
HFS
1223
Howard Financial Services
Texas
$398K +$133 +1 +0%
SFM
1224
Signet Financial Management
New Jersey
$398K +$9.87K +74 +2%
WI
1225
WrapManager Inc
California
$397K -$39.9K -299 -9%

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.