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Blackstone

1,457 hedge funds and large institutions have $49.8B invested in Blackstone in 2021 Q3 according to their latest regulatory filings, with 190 funds opening new positions, 496 increasing their positions, 545 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more first-time investments, than exits

New positions opened: 190 | Existing positions closed: 55

22% more funds holding in top 10

Funds holding in top 10: 7389 (+16)

18% more capital invested

Capital invested by funds: $42.1B → $49.8B (+$7.69B)

9% more funds holding

Funds holding: 1,3411,457 (+116)

9% less repeat investments, than reductions

Existing positions increased: 496 | Existing positions reduced: 545

1.16% less ownership

Funds ownership: 63.59%62.43% (-1.2%)

22% less call options, than puts

Call options by funds: $987M | Put options by funds: $1.27B

Holders
1,457
Holders Change
+116
Holders Change %
+8.65%
% of All Funds
25.51%
Holding in Top 10
89
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+21.92%
% of All Funds
1.56%
New
190
Increased
496
Reduced
545
Closed
55
Calls
$987M
Puts
$1.27B
Net Calls
-$286M
Net Calls Change
-$181M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.63B +$57M +490,780 +1%
BlackRock
2
BlackRock
New York
$3.54B -$16.6M -142,639 -0.5%
Morgan Stanley
3
Morgan Stanley
New York
$2.26B -$127M -1,092,196 -5%
Capital World Investors
4
Capital World Investors
California
$2.22B -$2.99M -25,762 -0.1%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.09B +$157M +1,348,941 +8%
JP Morgan Chase
6
JP Morgan Chase
New York
$1.92B -$167M -1,437,764 -8%
Capital International Investors
7
Capital International Investors
California
$1.91B -$3.07M -26,492 -0.2%
State Street
8
State Street
Massachusetts
$1.73B +$18.7M +161,268 +1%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$1.7B -$821M -7,073,920 -33%
Janus Henderson Group
10
Janus Henderson Group
United Kingdom
$1.5B -$12M -103,649 -0.8%
CIBC Private Wealth Group
11
CIBC Private Wealth Group
Georgia
$1.09B -$72.5M -624,421 -6%
Bessemer Group
12
Bessemer Group
New Jersey
$1.01B +$9M +77,592 +0.9%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$925M +$35.5M +305,577 +4%
Bank of America
14
Bank of America
North Carolina
$901M -$42.4M -365,628 -5%
Neuberger Berman Group
15
Neuberger Berman Group
New York
$756M -$81.8M -704,645 -10%
Norges Bank
16
Norges Bank
Norway
$746M +$670M +5,771,005 +900%
GQG Partners
17
GQG Partners
Florida
$737M +$171M +1,471,093 +30%
Legal & General Group
18
Legal & General Group
United Kingdom
$656M +$192M +1,656,190 +42%
Wells Fargo
19
Wells Fargo
California
$622M -$45.6M -393,343 -7%
UBS Group
20
UBS Group
Switzerland
$581M -$1.45M -12,495 -0.2%
ClearBridge Investments
21
ClearBridge Investments
New York
$570M -$113M -972,435 -17%
Northern Trust
22
Northern Trust
Illinois
$552M +$51.1M +440,411 +10%
Sumitomo Mitsui Trust Group
23
Sumitomo Mitsui Trust Group
Japan
$452M +$3.04M +26,159 +0.7%
N
24
Nuveen
North Carolina
$369M +$17.5M +150,776 +6%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$333M +$2.45M +21,083 +0.7%

BX Hedge Fund Activity: Q3 2021 in Review

1,457 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Blackstone (BX) for Q3 2021, worth a combined $49.8B — up 18% from $42.1B a quarter earlier.

Buyers outnumbered sellers: 190 funds opened new BX positions and 55 closed out — a net gain of 135 holders — while 496 added to existing stakes and 545 trimmed.

The largest buyer was Norges Bank, adding an estimated $670M. The largest seller was Wellington Management Group, cutting an estimated $821M.

  • 1,457 institutional investors held Blackstone (BX) as of Q3 2021, up from 1,341 in Q2 2021.
  • Funds reported $49.8B of Blackstone stock for Q3 2021, up 18% quarter-over-quarter.
  • 190 funds opened new Blackstone positions in Q3 2021 and 55 closed out, a net change of +135 holders.
  • The largest Blackstone buyer in Q3 2021 was Norges Bank, an estimated $670M added.
  • The largest Blackstone seller in Q3 2021 was Wellington Management Group, an estimated $821M sold.

Based on aggregated 13F filings for Q3 2021.