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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
CWM
1526
CarsonAllaria Wealth Management
Illinois
$98K +$100K +753 New
CFRPA
1527
Castle Financial & Retirement Planning Associates
New Jersey
$94K +$97.1K +728 New
KFP
1528
KB Financial Partners
New Jersey
$94K +$97.3K +730 New
JRFS
1529
James Reed Financial Services
Ohio
$92K +$240K +1,803 New
PH
1530
Pinnacle Holdings
Oklahoma
$90.6K +$93.3K +700 New
CHC
1531
City Holding Co
West Virginia
$88K
PCMC
1532
Paragon Capital Management (Colorado)
Colorado
$86K +$88.4K +663 New
BHWM
1533
Beaird Harris Wealth Management
Texas
$85K +$87.3K +655 New
EBA
1534
Eagle Bay Advisors
New York
$81K -$83.2K -624 -50%
AWM
1535
Avior Wealth Management
Nebraska
$80K +$28.1K +211 +51%
LWA
1536
Lenox Wealth Advisors
New York
$79K -$1.87K -14 -2%
SFPG
1537
Stonebridge Financial Planning Group
Florida
$77K
VRS
1538
Virginia Retirement Systems
Virginia
$76.1K -$1.67M -12,500 -2%
ARMC
1539
American Research & Management Company
Massachusetts
$73K
FP
1540
Financial Perspectives
Minnesota
$72.5K
CCMW
1541
Cypress Capital Management (Wyoming)
Wyoming
$72K
SWM
1542
Sugarloaf Wealth Management
Georgia
$70K +$533 +4 +0.7%
WAM
1543
WFA Asset Management
Wisconsin
$69.5K +$71.6K +537 New
PFA
1544
Professional Financial Advisors
Nebraska
$68K +$533 +4 +0.8%
CAL
1545
Capital Advisors Ltd
Ohio
$66K +$1.07K +8 +2%
TVWM
1546
Tower View Wealth Management
Wisconsin
$65K
VC
1547
Vestor Capital
Illinois
$65K
FAG
1548
Fortitude Advisory Group
Washington
$65K +$66.9K +502 New
BBPWM
1549
Blue Bell Private Wealth Management
Pennsylvania
$64K +$65.7K +493 New
SOW
1550
State of Wyoming
Wyoming
$63K -$65.6K -492 -50%

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.