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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
VCM
1301
Vigilant Capital Management
Maine
$198K
MCM
1302
Manchester Capital Management
Vermont
$188K
FPFS
1303
First Personal Financial Services
North Carolina
$187K -$22K -190 -11%
TF
1304
Tompkins Financial
New York
$175K +$174K +1,500 New
RIM
1305
Rockbridge Investment Management
New York
$171K +$348 +3 +0.2%
CWC
1306
Carolinas Wealth Consulting
North Carolina
$169K -$26.2K -226 -13%
HBT
1307
Hills Bank & Trust
Iowa
$166K +$166K +1,430 New
DOA
1308
D'Orazio & Associates
Virginia
$164K +$28.9K +249 +21%
HWA
1309
HHM Wealth Advisors
Tennessee
$163K
DAM
1310
Delta Asset Management
Tennessee
$158K -$21K -181 -12%
JFGIW
1311
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$155K +$155K +1,336 New
CPWM
1312
Cypress Point Wealth Management
Texas
$150K
FBT
1313
First Bank & Trust
South Dakota
$149K +$6.96K +60 +5%
EBA
1314
Eagle Bay Advisors
New York
$146K +$67.8K +584 +88%
HWMA
1315
Heritage Wealth Management (Arizona)
Arizona
$144K
MA
1316
MCF Advisors
Kentucky
$142K +$83.4K +719 +144%
FA
1317
Fortis Advisors
Pennsylvania
$140K
LS
1318
Leelyn Smith
Illinois
$136K -$2.9K -25 -2%
LF
1319
Lee Financial
Texas
$131K +$27.6K +238 +27%
SM
1320
SG3 Management
Puerto Rico
$128K -$279K -2,400 -69%
PG
1321
Proffitt & Goodson
Tennessee
$126K -$100K -862 -44%
WWM
1322
Wolff Wiese Magana
California
$120K -$28.1K -242 -19%
AF
1323
Arrow Financial
New York
$117K
CWA
1324
Clearview Wealth Advisors
Oregon
$117K +$812 +7 +0.7%
ADL
1325
Asset Dedication LLC
California
$117K +$37.7K +325 +46%

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.