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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
KFS
1576
Kelly Financial Services
Massachusetts
$36.6K
LCM
1577
Logan Capital Management
Pennsylvania
$35K -$4.67K -35 -11%
LWANC
1578
Laurel Wealth Advisors (North Carolina)
North Carolina
$35K +$267 +2 +0.7%
PP
1579
PFS Partners
New Jersey
$32.8K +$33.7K +253 New
AIC
1580
Archer Investment Corporation
Indiana
$31.2K +$1.33K +10 +4%
GCM
1581
Gables Capital Management
Florida
$31K
PCA
1582
Providence Capital Advisors
North Carolina
$31K +$133 +1 +0.4%
BIA
1583
Bell Investment Advisors
California
$31K +$1.6K +12 +5%
HFM
1584
Hartford Financial Management
Connecticut
$30K +$267 +2 +0.9%
MAWCM
1585
Mine & Arao Wealth Creation & Management
California
$27K
TC
1586
Trust Company
Kansas
$27K
WPWM
1587
Western Pacific Wealth Management
Illinois
$27K +$28K +210 New
ANBT
1588
American National Bank & Trust
Texas
$26K
CB
1589
Community Bank
New York
$26K
TCM
1590
TD Capital Management
Tennessee
$26K +$26.7K +200 New
WAS
1591
Winch Advisory Services
Wisconsin
$25K +$7.2K +54 +40%
VCM
1592
Versant Capital Management
Arizona
$23K
EWA
1593
EverSource Wealth Advisors
Alabama
$23K +$23.6K +177 New
Kayne Anderson Rudnick Investment Management
1594
Kayne Anderson Rudnick Investment Management
California
$22K -$23.3K -175 -51%
WBC
1595
West Branch Capital
Massachusetts
$22K +$22.8K +171 New
CWM
1596
Curi Wealth Management
North Carolina
$22K +$23.5K +176 New
DI
1597
Disciplined Investments
Oklahoma
$20K +$20.4K +153 New
HDIM
1598
Hanson & Doremus Investment Management
Vermont
$19K -$2.13K -16 -10%
CFFP
1599
Center for Financial Planning
Michigan
$19K
TFS
1600
TrustCore Financial Services
Tennessee
$19K

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.