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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
Pacer Advisors
1551
Pacer Advisors
Pennsylvania
$62K +$63.5K +476 New
RFA
1552
Reilly Financial Advisors
California
$62K +$64.1K +481 New
TC
1553
Tacita Capital
Ontario, Canada
$61K -$16.7K -125 -21%
CYG
1554
Clean Yield Group
Vermont
$61K
MWM
1555
Mascoma Wealth Management
New Hampshire
$61K
PCG
1556
Private Capital Group
Connecticut
$58K +$267 +2 +0.5%
GI
1557
Gradient Investments
Minnesota
$57K -$13.2M -99,323 -100%
SIS
1558
Sound Income Strategies
Florida
$53K +$13.3K +100 +33%
AIC
1559
Ayalon Insurance Company
Israel
$52K
TIM
1560
Tortoise Investment Management
New York
$52K
SIC
1561
SJS Investment Consulting
Ohio
$51K +$52.7K +395 New
MAM
1562
Mystic Asset Management
Rhode Island
$51K +$53.3K +400 New
C
1563
Covestor
United Kingdom
$47K +$48K +360 New
CHA
1564
Carmichael Hill & Associates
Maryland
$46K
AWM
1565
AllSquare Wealth Management
New York
$45K
BC
1566
Burleson & Co
California
$43K +$267 +2 +0.6%
QCG
1567
Quadrant Capital Group
Ohio
$43K +$13.2K +99 +42%
CWAF
1568
Core Wealth Advisors (Florida)
Florida
$41K +$6.67K +50 +19%
RCM
1569
Raleigh Capital Management
North Carolina
$40K +$41.3K +310 New
EARNEST Partners
1570
EARNEST Partners
Georgia
$40K +$41.7K +313 New
COCM
1571
Charter Oak Capital Management
New Hampshire
$39K -$16.4K -123 -29%
HFA
1572
HC Financial Advisors
California
$39K
TCM
1573
Tradewinds Capital Management
Washington
$39K
CNBTD
1574
Citizens National Bank Trust Department
Mississippi
$39K +$40K +300 New
Bank Julius Baer & Co
1575
Bank Julius Baer & Co
Switzerland
$37K +$38.3K +287 New

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.