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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.17B +$13.4M +100,655 +0.3%
BlackRock
2
BlackRock
New York
$4.72B +$807M +6,049,041 +20%
Morgan Stanley
3
Morgan Stanley
New York
$2.7B +$199M +1,495,268 +8%
Capital World Investors
4
Capital World Investors
California
$2.36B -$120M -899,272 -5%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.1B -$221M -1,660,250 -9%
Capital International Investors
6
Capital International Investors
California
$2.09B -$39.6M -297,104 -2%
JP Morgan Chase
7
JP Morgan Chase
New York
$2.03B -$107M -800,350 -5%
State Street
8
State Street
Massachusetts
$2B +$77.4M +580,635 +4%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$1.74B -$152M -1,142,396 -8%
Janus Henderson Group
10
Janus Henderson Group
United Kingdom
$1.51B -$161M -1,207,796 -9%
CIBC Private Wealth Group
11
CIBC Private Wealth Group
Georgia
$1.11B -$105M -783,968 -8%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$1.08B +$54.2M +406,797 +5%
Bank of America
13
Bank of America
North Carolina
$1.07B +$74.4M +558,223 +7%
Bessemer Group
14
Bessemer Group
New Jersey
$921M -$204M -1,526,610 -18%
Norges Bank
15
Norges Bank
Norway
$832M +$2.24M +16,822 +0.3%
Neuberger Berman Group
16
Neuberger Berman Group
New York
$717M -$127M -952,569 -15%
Legal & General Group
17
Legal & General Group
United Kingdom
$689M -$41.4M -310,174 -6%
Wells Fargo
18
Wells Fargo
California
$664M -$28.2M -211,520 -4%
UBS Group
19
UBS Group
Switzerland
$653M +$6.49M +48,709 +1%
Northern Trust
20
Northern Trust
Illinois
$600M -$13.7M -102,747 -2%
ClearBridge Investments
21
ClearBridge Investments
New York
$475M -$164M -1,228,771 -25%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$461M +$92.6M +694,747 +24%
GQG Partners
23
GQG Partners
Florida
$430M -$402M -3,013,323 -48%
Sumitomo Mitsui Trust Group
24
Sumitomo Mitsui Trust Group
Japan
$396M -$110M -826,148 -21%
UBS AM
25
UBS AM
Illinois
$344M +$51.9M +388,902 +17%

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.