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.
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: 73 → 89 (+16)
18% more capital invested
Capital invested by funds: $42.1B → $49.8B (+$7.69B)
9% more funds holding
Funds holding: 1,341 → 1,457 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$670M |
| 2 |
Legal & General Group
London,
United Kingdom
|
+$192M |
| 3 |
GQG Partners
Ft. Lauderdale,
Florida
|
+$171M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$157M |
| 5 |
MCM
Marsico Capital Management
Denver,
Colorado
|
+$87.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$821M |
| 2 |
Millennium Management
New York
|
-$249M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$188M |
| 4 |
JP Morgan Chase
New York
|
-$167M |
| 5 |
Morgan Stanley
New York
|
-$127M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FC
1501
FORA Capital
Miami,
Florida
| – | -$190K | -1,951 | Closed |
|
|
SWM
1502
Strategic Wealth Management
Kirkland,
Washington
| – | -$104K | -1,070 | Closed |
|
|
RFA
1503
Reilly Financial Advisors
La Mesa,
California
| – | -$46K | -470 | Closed |
|
|
HR
1504
Howe & Rusling
Rochester,
New York
| – | -$33K | -338 | Closed |
|
|
IP
1505
Isthmus Partners
Madison,
Wisconsin
| – | -$22K | -225 | Closed |
|
|
TCOV
1506
Trust Company of Vermont
Brattleboro,
Vermont
| – | -$15K | -150 | Closed |
|
1507
Walleye Trading
New York
| – | -$17.3K | -149 | Closed |
|
|
SL
1508
Savior LLC
Wellesley Hills,
Massachusetts
| – | -$13K | -130 | Closed |
|
|
PWS
1509
Paragon Wealth Strategies
Jacksonville,
Florida
| – | -$11K | -108 | Closed |
|
|
CPC
1510
Consolidated Planning Corp
Atlanta,
Georgia
| – | +$348 | +3 | New |
|
|
MFA
1511
McClarren Financial Advisors
State College,
Pennsylvania
| – | +$580 | +5 | New |
|
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.