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Blackstone

1,341 hedge funds and large institutions have $42.1B invested in Blackstone in 2021 Q2 according to their latest regulatory filings, with 199 funds opening new positions, 490 increasing their positions, 427 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

269% more first-time investments, than exits

New positions opened: 199 | Existing positions closed: 54

36% more capital invested

Capital invested by funds: $31B → $42.1B (+$11.1B)

35% more funds holding in top 10

Funds holding in top 10: 5473 (+19)

15% more repeat investments, than reductions

Existing positions increased: 490 | Existing positions reduced: 427

11% more funds holding

Funds holding: 1,2091,341 (+132)

2.7% more ownership

Funds ownership: 60.89%63.59% (+2.7%)

14% less call options, than puts

Call options by funds: $634M | Put options by funds: $739M

Holders
1,341
Holders Change
+132
Holders Change %
+10.92%
% of All Funds
23.34%
Holding in Top 10
73
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+35.19%
% of All Funds
1.27%
New
199
Increased
490
Reduced
427
Closed
54
Calls
$634M
Puts
$739M
Net Calls
-$105M
Net Calls Change
-$41.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.82B +$77.2M +869,370 +2%
BlackRock
2
BlackRock
New York
$2.97B +$652M +7,339,615 +32%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$2.1B -$1.41B -15,853,589 -42%
Morgan Stanley
4
Morgan Stanley
New York
$1.99B +$150M +1,691,281 +9%
Capital World Investors
5
Capital World Investors
California
$1.86B +$163M +1,834,809 +11%
JP Morgan Chase
6
JP Morgan Chase
New York
$1.74B +$194M +2,180,530 +14%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.61B +$43.6M +491,113 +3%
Capital International Investors
8
Capital International Investors
California
$1.6B +$10.8M +121,471 +0.7%
State Street
9
State Street
Massachusetts
$1.43B +$692M +7,786,660 +113%
Janus Henderson Group
10
Janus Henderson Group
United Kingdom
$1.26B -$84.4M -950,008 -7%
CIBC Private Wealth Group
11
CIBC Private Wealth Group
Georgia
$974M +$8.31M +93,623 +0.9%
Bessemer Group
12
Bessemer Group
New Jersey
$832M +$15.2M +170,899 +2%
Bank of America
13
Bank of America
North Carolina
$788M +$1.75M +19,757 +0.2%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$742M +$168M +1,897,282 +33%
Neuberger Berman Group
15
Neuberger Berman Group
New York
$700M -$57.2M -644,026 -8%
ClearBridge Investments
16
ClearBridge Investments
New York
$570M -$204M -2,299,234 -28%
Wells Fargo
17
Wells Fargo
California
$557M -$8M -90,028 -2%
UBS Group
18
UBS Group
Switzerland
$487M +$16.9M +190,241 +4%
GQG Partners
19
GQG Partners
Florida
$472M +$214M +2,409,492 +98%
Northern Trust
20
Northern Trust
Illinois
$418M +$113M +1,275,561 +42%
Legal & General Group
21
Legal & General Group
United Kingdom
$387M -$10M -112,939 -3%
Sumitomo Mitsui Trust Group
22
Sumitomo Mitsui Trust Group
Japan
$375M -$9.84M -110,851 -3%
Deutsche Bank
23
Deutsche Bank
Germany
$289M +$192M +2,163,243 +267%
FCM
24
Farallon Capital Management
California
$284M -$134M -1,509,385 -34%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$276M +$94.3M +1,062,223 +60%

BX Hedge Fund Activity: Q2 2021 in Review

1,341 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Blackstone (BX) for Q2 2021, worth a combined $42.1B — up 36% from $31B a quarter earlier.

Buyers outnumbered sellers: 199 funds opened new BX positions and 54 closed out — a net gain of 145 holders — while 490 added to existing stakes and 427 trimmed.

The largest buyer was State Street, adding an estimated $692M. The largest seller was Wellington Management Group, cutting an estimated $1.41B.

  • 1,341 institutional investors held Blackstone (BX) as of Q2 2021, up from 1,209 in Q1 2021.
  • Funds reported $42.1B of Blackstone stock for Q2 2021, up 36% quarter-over-quarter.
  • 199 funds opened new Blackstone positions in Q2 2021 and 54 closed out, a net change of +145 holders.
  • The largest Blackstone buyer in Q2 2021 was State Street, an estimated $692M added.
  • The largest Blackstone seller in Q2 2021 was Wellington Management Group, an estimated $1.41B sold.

Based on aggregated 13F filings for Q2 2021.