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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
M
1401
MOTCO
Texas
$22K -$28.8K -248 -57%
VCM
1402
Versant Capital Management
Arizona
$21K -$28.4K -245 -58%
SNT
1403
Security National Trust
West Virginia
$19K
HDIM
1404
Hanson & Doremus Investment Management
Vermont
$19K +$19K +164 New
CFFP
1405
Center for Financial Planning
Michigan
$17K
SQA
1406
Simon Quick Advisors
New Jersey
$17K
TFS
1407
TrustCore Financial Services
Tennessee
$17K
JGIA
1408
Jackson Grant Investment Advisers
Connecticut
$16K
WAS
1409
Winch Advisory Services
Wisconsin
$16K +$4.18K +36 +36%
SGAM
1410
Smith Group Asset Management
Texas
$15K
IBOK
1411
Independence Bank of Kentucky
Kentucky
$15K +$14.5K +125 New
CG
1412
Cutler Group
California
$14K -$3.32M -28,636 -100%
TFGT
1413
TS Financial Group (TSFG)
Illinois
$14K +$116 +1 +0.8%
CTB
1414
Country Trust Bank
Illinois
$14K +$2.32K +20 +20%
IFAM
1415
Institutional & Family Asset Management
Colorado
$13K -$2.79K -24 -17%
BCM
1416
Bourgeon Capital Management
Connecticut
$13K
MIM
1417
Macroview Investment Management
Maryland
$13K +$13.2K +114 New
ZB
1418
Zions Bancorporation
Utah
$12K -$1.16K -10 -9%
BU
1419
BBVA USA
Alabama
$12K
BCPWM
1420
Bradley & Co Private Wealth Management
Florida
$12K
FFC
1421
First Financial Corp
Indiana
$12K
SJIM
1422
St. Johns Investment Management
Florida
$12K
TCWA
1423
Ten Capital Wealth Advisors
Washington
$12K
PA
1424
PSI Advisors
Florida
$12K +$11.6K +100 New
1IA
1425
1834 Investment Advisors
Wisconsin
$11K -$13.5K -116 -55%

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.