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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
GTAM
1326
Global Trust Asset Management
Florida
$116K -$33K -284 -22%
ICM
1327
Islay Capital Management
Texas
$116K
FGAM
1328
Financial Gravity Asset Management
Texas
$116K +$116 +1 New
MWC
1329
MBM Wealth Consultants
Missouri
$116K +$40.6K +350 +54%
HI
1330
Hoey Investments
Pennsylvania
$116K +$116K +1,000 New
SOW
1331
State of Wyoming
Wyoming
$114K +$81.6K +703 +252%
CAL
1332
Capital Analysts LLC
Pennsylvania
$113K +$9.05K +78 +9%
AP
1333
Arlington Partners
Alabama
$105K
GLLW
1334
Graves Light Lenhart Wealth
Virginia
$105K
POIA
1335
Pin Oak Investment Advisors
Texas
$103K
MMG
1336
Monetary Management Group
Missouri
$102K
EWM
1337
Endurance Wealth Management
Rhode Island
$98K
TF
1338
TimeScale Financial
Massachusetts
$95K
ME
1339
McIlrath & Eck
Washington
$94K
EW
1340
Evoke Wealth
California
$93K +$43.5K +375 +88%
FHA
1341
First Horizon Advisors
Tennessee
$93K +$62.2K +536 +199%
SFPG
1342
Stonebridge Financial Planning Group
Florida
$90K
WB
1343
Webster Bank
Connecticut
$90K +$49.3K +425 +123%
CFN
1344
Cordasco Financial Network
Florida
$89K +$580 +5 +0.7%
DFCM
1345
Dark Forest Capital Management
Puerto Rico
$87K +$87K +750 New
CHC
1346
City Holding Co
West Virginia
$80K
SBL
1347
Sargent Bickham Lagudis
Colorado
$78K +$12K +103 +18%
CAGAS
1348
Capital Advisory Group Advisory Services
Minnesota
$77K +$42.4K +365 +122%
LWA
1349
Lenox Wealth Advisors
New York
$73K +$5.8K +50 +9%
TC
1350
Tacita Capital
Ontario, Canada
$69K

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.