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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
PO
1401
Private Ocean
California
$241K
PNC
1402
Park National Corp
Ohio
$240K
BWP
1403
Bernardo Wealth Planning
Pennsylvania
$240K +$248K +1,860 New
CB
1404
Cadence Bank
Mississippi
$239K
SRC
1405
Shufro Rose & Co
New York
$239K
MMA
1406
Miracle Mile Advisors
California
$238K -$120K -900 -33%
MWA
1407
Monograph Wealth Advisors
California
$236K +$243K +1,825 New
HR
1408
Hayden Royal
North Carolina
$235K -$2.94M -22,015 -92%
EMFAT
1409
Emerald Mutual Fund Advisers Trust
Pennsylvania
$235K
PPW
1410
Parcion Private Wealth
Washington
$235K
CWC
1411
Carolinas Wealth Consulting
North Carolina
$235K +$48.1K +361 +25%
CWP
1412
Concord Wealth Partners
Virginia
$235K +$176K +1,319 +265%
FCBT
1413
First Citizens Bank & Trust
North Carolina
$234K -$66K -495 -21%
GWA
1414
GGM Wealth Advisors
Maryland
$234K -$46K -345 -15%
MMPW
1415
Mitchell McLeod Pugh & Williams
Alabama
$234K
CFD
1416
Creative Financial Designs
Indiana
$233K -$44.8K -336 -16%
TIA
1417
Trust Investment Advisors
Indiana
$233K
HGERS
1418
Householder Group Estate & Retirement Specialist
Arizona
$233K +$240K +1,798 New
APA
1419
Astoria Portfolio Advisors
New York
$233K +$240K +1,799 New
WF
1420
WoodTrust Financial
Wisconsin
$233K +$240K +1,800 New
OWA
1421
Opal Wealth Advisors
New York
$232K +$239K +1,795 New
WFM
1422
Wolff Financial Management
Michigan
$230K
WDG
1423
Wealth Dimensions Group
Ohio
$230K +$133 +1 +0.1%
MYIA
1424
Mount Yale Investment Advisors
Colorado
$229K
NA
1425
Nottingham Advisors
New York
$228K -$79.6K -597 -25%

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.