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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
1276
Howland Capital Management
Massachusetts
$336K -$78.7K -590 -18%
CL
1277
Choreo LLC
Illinois
$336K -$4.8K -36 -1%
AFS
1278
Aft Forsyth & Sober
Florida
$336K +$347K +2,600 New
AWM
1279
Accurate Wealth Management
Florida
$335K
CA
1280
Carson Advisory
Georgia
$334K +$344K +2,583 New
DWM
1281
Doyle Wealth Management
Florida
$333K -$12K -90 -3%
EWM
1282
Executive Wealth Management
Michigan
$332K +$2K +15 +0.6%
BWL
1283
Bogart Wealth LLC
Virginia
$330K
NCM
1284
Next Capital Management
New York
$329K -$331K -2,483 -49%
PA
1285
Procyon Advisors
Connecticut
$327K -$121K -907 -26%
ACI
1286
Alpha Cubed Investments
California
$326K -$31.5K -236 -9%
SFG
1287
StrategIQ Financial Group
Indiana
$325K
DLG
1288
Daniel L. Goodwin
$324K
DFA
1289
Delta Financial Advisors
Louisiana
$323K
HAIM
1290
Hunter Associates Investment Management
Pennsylvania
$323K
LPWM
1291
Lake Point Wealth Management
Texas
$323K
SC
1292
Searle & Co
Connecticut
$323K
EB
1293
Eastern Bank
Massachusetts
$323K +$333K +2,500 New
FWM
1294
Forefront Wealth Management
Pennsylvania
$320K +$329K +2,471 New
LC
1295
Lindbrook Capital
California
$320K +$330K +2,475 New
YMRC
1296
Yorktown Management & Research Company
Virginia
$319K -$103K -775 -24%
PFGIA
1297
Patriot Financial Group Insurance Agency
Massachusetts
$319K +$32.4K +243 +11%
SPP
1298
Single Point Partners
Massachusetts
$318K -$2.67K -20 -0.8%
SAA
1299
Southeast Asset Advisors
Georgia
$318K
SIC
1300
Shoker Investment Counsel
Ohio
$318K +$133 +1 +0%

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.