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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
EWM
1251
Evermay Wealth Management
Virginia
$233K -$5.11K -44 -2%
WRM
1252
Weybosset Research & Management
Rhode Island
$233K +$232K +1,999 New
MAM
1253
Madison Asset Management
Wisconsin
$233K +$232K +2,000 New
PC
1254
Port Capital
Illinois
$233K +$232K +2,000 New
SFG
1255
Sather Financial Group
Texas
$233K +$232K +2,000 New
PFM
1256
Peak Financial Management
Massachusetts
$233K +$232K +2,002 New
WIC
1257
Whitegate Investment Counselors
New Hampshire
$232K +$231K +1,990 New
FWCM
1258
Ferguson Wellman Capital Management
Oregon
$229K +$229K +1,970 New
SYBT
1259
Stock Yards Bank & Trust
Kentucky
$226K +$225K +1,940 New
DDC
1260
DF Dent & Co
Maryland
$225K +$224K +1,934 New
CS
1261
Comerica Securities
Michigan
$224K +$223K +1,922 New
HFA
1262
High Falls Advisors
New York
$224K +$223K +1,922 New
BFO
1263
Biltmore Family Office
North Carolina
$224K +$224K +1,927 New
CCWA
1264
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$224K +$224K +1,928 New
PFC
1265
Phocas Financial Corp
California
$224K +$224K +1,928 New
WPP
1266
Whalerock Point Partners
Rhode Island
$224K +$224K +1,928 New
JFA
1267
JNBA Financial Advisors
Minnesota
$223K
MCM
1268
Mainstay Capital Management
Michigan
$222K -$43.4K -374 -16%
CIAS
1269
Capital Investment Advisory Services
North Carolina
$221K -$244K -2,100 -52%
SCA
1270
Stonebridge Capital Advisors
Minnesota
$221K -$224K -1,933 -50%
MSL
1271
Mackay Shields LLC
New York
$221K +$220K +1,900 New
MCM
1272
Monument Capital Management
Virginia
$220K +$219K +1,890 New
PP
1273
Professional Planning
California
$218K +$218K +1,876 New
PO
1274
Private Ocean
California
$217K +$5.45K +47 +3%
PNC
1275
Park National Corp
Ohio
$216K +$215K +1,855 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.