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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
SSC
1426
Syverson Strege & Co
Iowa
$11K +$10.6K +91 New
SFP
1427
Sterling Financial Planning
New Jersey
$10K
PCH
1428
Polar Capital Holdings
United Kingdom
$9.64K -$4.96M -42,727 -34%
MS
1429
Mizuho Securities
Japan
$9K -$116 -1 -1%
MCM
1430
MV Capital Management
Maryland
$9K
ACM
1431
Antonetti Capital Management
Florida
$9K +$9.28K +80 New
Nisa Investment Advisors
1432
Nisa Investment Advisors
Missouri
$8.9K +$7.66M +66,000 +629%
RA
1433
Resolute Advisors
California
$8K
APWA
1434
Atlas Private Wealth Advisors
New Jersey
$7K
IRC
1435
Investors Research Corp
Georgia
$6K
LFG
1436
Larson Financial Group
Missouri
$6K
HFS
1437
HBC Financial Services
Washington
$5K
WPA
1438
West Paces Advisors
Georgia
$4.07K
BMD
1439
Better Money Decisions
New Mexico
$4K
DWA
1440
Delos Wealth Advisors
Texas
$4K +$3.71K +32 New
CFA
1441
Cahill Financial Advisors
Minnesota
$4K +$4.06K +35 New
CP
1442
Corbenic Partners
Pennsylvania
$4K +$4.41K +38 New
WIM
1443
Westside Investment Management
California
$3.23K -$215K -1,856 -6%
HC
1444
Hoese & Co
Minnesota
$3K
MA
1445
Montag & Associates
Georgia
$3K
PPWM
1446
PFG Private Wealth Management
Florida
$3K +$2.55K +22 New
CCM
1447
Cribstone Capital Management
Maine
$3K +$3.02K +26 New
EI
1448
Ellevest Inc
New York
$3K +$3.02K +26 New
RCC
1449
Red Cedar Capital
Nebraska
$2K
BWM
1450
BerganKDV Wealth Management
Minnesota
$2K +$696 +6 +75%

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.