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Blackstone

1,001 hedge funds and large institutions have $20.9B invested in Blackstone in 2019 Q4 according to their latest regulatory filings, with 238 funds opening new positions, 335 increasing their positions, 279 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

284% more first-time investments, than exits

New positions opened: 238 | Existing positions closed: 62

21% more capital invested

Capital invested by funds: $17.2B → $20.9B (+$3.66B)

20% more repeat investments, than reductions

Existing positions increased: 335 | Existing positions reduced: 279

19% more funds holding

Funds holding: 8401,001 (+161)

11% more funds holding in top 10

Funds holding in top 10: 4752 (+5)

3.37% more ownership

Funds ownership: 53.32%56.69% (+3.4%)

34% less call options, than puts

Call options by funds: $693M | Put options by funds: $1.05B

Holders
1,001
Holders Change
+161
Holders Change %
+19.17%
% of All Funds
19.72%
Holding in Top 10
52
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10.64%
% of All Funds
1.02%
New
238
Increased
335
Reduced
279
Closed
62
Calls
$693M
Puts
$1.05B
Net Calls
-$355M
Net Calls Change
-$190M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
101
T. Rowe Price Associates
Maryland
$19.1M +$1.58M +30,503 +10%
AHC
102
Adell Harriman & Carpenter
Texas
$18.6M +$325K +6,259 +2%
SIM
103
Sadoff Investment Management
Wisconsin
$18.3M +$137K +2,650 +0.8%
Asset Management One
104
Asset Management One
Japan
$18.2M +$16.9M +325,071 New
DWM
105
Destination Wealth Management
California
$18.1M +$11.6K +224 +0.1%
BSA
106
Braun Stacey Associates
New York
$17.8M +$16.5M +318,998 New
GJCM
107
Grand Jean Capital Management
California
$17.8M
CAI
108
Capital Advisors Inc
Oklahoma
$17.5M +$16.2M +312,984 New
AI
109
Ariel Investments
Illinois
$17.2M -$8.19M -157,849 -34%
PCA
110
Private Capital Advisors
Connecticut
$17M -$75.2K -1,450 -0.5%
HCL
111
Heard Capital LLC
Illinois
$16.5M +$15.3M +294,813 New
JCM
112
Janney Capital Management
Pennsylvania
$16.2M +$14.7M +283,767 +4,935%
CFM
113
Coronation Fund Managers
South Africa
$16M -$14.8M -286,105 -50%
BWFA
114
Baltimore-Washington Financial Advisors
Maryland
$15.1M +$93.5K +1,803 +0.7%
MLL
115
Moody Lynn & Lieberson
Massachusetts
$14.6M +$8.46M +163,163 +166%
PMAM
116
Picton Mahoney Asset Management
Ontario, Canada
$14.6M -$410K -7,900 -3%
CLOS
117
Compagnie Lombard Odier SCmA
Switzerland
$14.6M +$13.5M +260,195 New
HCM
118
Hilton Capital Management
New York
$14.2M +$510K +9,839 +4%
PAMU
119
Pictet Asset Management (UK)
United Kingdom
$14.1M +$13.1M +252,246 New
Rockefeller Capital Management
120
Rockefeller Capital Management
New York
$13.8M +$9.89M +190,708 +343%
Cambridge Investment Research Advisors
121
Cambridge Investment Research Advisors
Iowa
$13.3M +$909K +17,530 +8%
FAF
122
Fjarde Ap-fonden
Sweden
$13.2M +$12.2M +236,100 New
SSA
123
South Street Advisors
New York
$12.8M +$11.9M +229,520 New
SW
124
SVB Wealth
Massachusetts
$12.8M +$11.9M +228,950 New
UIC
125
Uniplan Investment Counsel
Wisconsin
$12.8M -$556K -10,724 -4%

BX Hedge Fund Activity: Q4 2019 in Review

1,001 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Blackstone (BX) for Q4 2019, worth a combined $20.9B — up 21% from $17.2B a quarter earlier.

Buyers outnumbered sellers: 238 funds opened new BX positions and 62 closed out — a net gain of 176 holders — while 335 added to existing stakes and 279 trimmed.

The largest buyer was State Street, adding an estimated $302M. The largest seller was Egerton Capital (UK), cutting an estimated $299M.

  • 1,001 institutional investors held Blackstone (BX) as of Q4 2019, up from 840 in Q3 2019.
  • Funds reported $20.9B of Blackstone stock for Q4 2019, up 21% quarter-over-quarter.
  • 238 funds opened new Blackstone positions in Q4 2019 and 62 closed out, a net change of +176 holders.
  • The largest Blackstone buyer in Q4 2019 was State Street, an estimated $302M added.
  • The largest Blackstone seller in Q4 2019 was Egerton Capital (UK), an estimated $299M sold.

Based on aggregated 13F filings for Q4 2019.