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Blackstone

1,001 hedge funds and large institutions have $20.9B invested in Blackstone in 2019 Q4 according to their latest regulatory filings, with 238 funds opening new positions, 335 increasing their positions, 279 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

284% more first-time investments, than exits

New positions opened: 238 | Existing positions closed: 62

21% more capital invested

Capital invested by funds: $17.2B → $20.9B (+$3.66B)

20% more repeat investments, than reductions

Existing positions increased: 335 | Existing positions reduced: 279

19% more funds holding

Funds holding: 8401,001 (+161)

11% more funds holding in top 10

Funds holding in top 10: 4752 (+5)

3.37% more ownership

Funds ownership: 53.32%56.69% (+3.4%)

34% less call options, than puts

Call options by funds: $693M | Put options by funds: $1.05B

Holders
1,001
Holders Change
+161
Holders Change %
+19.17%
% of All Funds
19.72%
Holding in Top 10
52
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10.64%
% of All Funds
1.02%
New
238
Increased
335
Reduced
279
Closed
62
Calls
$693M
Puts
$1.05B
Net Calls
-$355M
Net Calls Change
-$190M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.11B +$118M +2,266,483 +6%
Capital World Investors
2
Capital World Investors
California
$1.85B +$115M +2,214,993 +7%
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$1B -$7.63M -147,002 -0.8%
Morgan Stanley
4
Morgan Stanley
New York
$1,000M +$97.2M +1,874,321 +12%
BlackRock
5
BlackRock
New York
$993M +$292M +5,636,532 +47%
Bank of America
6
Bank of America
North Carolina
$921M +$33.5M +646,009 +4%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$886M +$27M +520,629 +3%
Capital International Investors
8
Capital International Investors
California
$761M +$65M +1,252,438 +10%
ClearBridge Investments
9
ClearBridge Investments
New York
$641M -$24.7M -475,587 -4%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$548M -$15.2M -292,471 -3%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$463M +$784K +15,111 +0.2%
ECU
12
Egerton Capital (UK)
United Kingdom
$381M -$299M -5,768,393 -46%
Neuberger Berman Group
13
Neuberger Berman Group
New York
$377M -$26.9M -518,914 -7%
State Street
14
State Street
Massachusetts
$377M +$302M +5,812,651 +627%
UBS Group
15
UBS Group
Switzerland
$315M +$31.8M +612,804 +12%
CIBC Private Wealth Group
16
CIBC Private Wealth Group
Georgia
$300M +$65.3M +1,258,192 +31%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$281M -$59M -1,136,610 -18%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$276M +$6.51M +125,463 +3%
JP Morgan Chase
19
JP Morgan Chase
New York
$220M -$64.9M -1,250,701 -24%
Wells Fargo
20
Wells Fargo
California
$220M +$20.3M +391,526 +11%
Legal & General Group
21
Legal & General Group
United Kingdom
$180M +$49.8M +960,230 +42%
BMO
22
Beck Mack & Oliver
New York
$178M -$1.36M -26,231 -0.8%
FCIM
23
Fairview Capital Investment Management
California
$166M -$3.04M -58,620 -2%
Northern Trust
24
Northern Trust
Illinois
$151M +$47.8M +920,637 +52%
1832 Asset Management
25
1832 Asset Management
Ontario, Canada
$151M -$19.7M -380,033 -12%

BX Hedge Fund Activity: Q4 2019 in Review

1,001 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Blackstone (BX) for Q4 2019, worth a combined $20.9B — up 21% from $17.2B a quarter earlier.

Buyers outnumbered sellers: 238 funds opened new BX positions and 62 closed out — a net gain of 176 holders — while 335 added to existing stakes and 279 trimmed.

The largest buyer was State Street, adding an estimated $302M. The largest seller was Egerton Capital (UK), cutting an estimated $299M.

  • 1,001 institutional investors held Blackstone (BX) as of Q4 2019, up from 840 in Q3 2019.
  • Funds reported $20.9B of Blackstone stock for Q4 2019, up 21% quarter-over-quarter.
  • 238 funds opened new Blackstone positions in Q4 2019 and 62 closed out, a net change of +176 holders.
  • The largest Blackstone buyer in Q4 2019 was State Street, an estimated $302M added.
  • The largest Blackstone seller in Q4 2019 was Egerton Capital (UK), an estimated $299M sold.

Based on aggregated 13F filings for Q4 2019.