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Blackstone

1,848 hedge funds and large institutions have $65.1B invested in Blackstone in 2024 Q1 according to their latest regulatory filings, with 164 funds opening new positions, 715 increasing their positions, 682 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 164 | Existing positions closed: 98

2% more funds holding

Funds holding: 1,8091,848 (+39)

5% more repeat investments, than reductions

Existing positions increased: 715 | Existing positions reduced: 682

4.73% less ownership

Funds ownership: 74.23%69.5% (-4.7%)

6% less capital invested

Capital invested by funds: $69B → $65.1B (-$3.88B)

26% less funds holding in top 10

Funds holding in top 10: 8865 (-23)

49% less call options, than puts

Call options by funds: $1.62B | Put options by funds: $3.15B

Holders
1,848
Holders Change
+39
Holders Change %
+2.16%
% of All Funds
26.62%
Holding in Top 10
65
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-26.14%
% of All Funds
0.94%
New
164
Increased
715
Reduced
682
Closed
98
Calls
$1.62B
Puts
$3.15B
Net Calls
-$1.53B
Net Calls Change
-$1.19B
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
326
Perigon Wealth Management
California
$10.1M -$714K -5,715 -7%
CBTWT
327
Community Bank & Trust (Waco, Texas)
Texas
$10.1M -$101K -810 -1%
FNBT
328
FineMark National Bank & Trust
Florida
$10.1M -$313K -2,510 -3%
MHC
329
Meyer Handelman Company
New York
$10.1M +$3.54M +28,312 +59%
Daiwa Securities Group
330
Daiwa Securities Group
Japan
$10M +$854K +6,837 +10%
AWS
331
Atria Wealth Solutions
New York
$9.98M -$908K -7,271 -9%
AAM
332
Advisors Asset Management
Colorado
$9.98M -$386K -3,089 -4%
CCP
333
Clarkston Capital Partners
Michigan
$9.9M
SWP
334
Stratos Wealth Partners
Ohio
$9.88M +$691K +5,533 +8%
AA
335
Ancora Advisors
Ohio
$9.75M -$139K -1,111 -1%
ATC
336
Argent Trust Co
Tennessee
$9.67M -$143K -1,148 -2%
TP
337
Tranquility Partners
Tennessee
$9.5M +$88.8K +711 +1%
PGFC
338
Peapack-Gladstone Financial Corp
New Jersey
$9.48M -$194K -1,557 -2%
FC
339
FORA Capital
Florida
$9.47M +$9M +72,058 New
DCM
340
Dupont Capital Management
Delaware
$9.35M
Fifth Third Bancorp
341
Fifth Third Bancorp
Ohio
$9.3M +$1.94M +15,539 +28%
GKWIM
342
Gerber Kawasaki Wealth & Investment Management
California
$9.04M +$165K +1,321 +2%
SMDAM
343
Sumitomo Mitsui DS Asset Management
Japan
$9.04M +$570K +4,567 +7%
GBA
344
Garrison Bradford & Associates
New York
$8.97M +$211K +1,693 +3%
GAM
345
Griffin Asset Management
New York
$8.95M -$9.49K -76 -0.1%
EH
346
Equitable Holdings
New York
$8.84M +$574K +4,594 +7%
CSA
347
Cottage Street Advisors
Massachusetts
$8.83M -$44.5K -356 -0.5%
WIA
348
World Investment Advisors
California
$8.8M +$8.36M +66,961 New
NFC
349
Northeast Financial Consultants
Connecticut
$8.74M -$212K -1,700 -2%
ORC
350
O'Rourke & Company
Massachusetts
$8.65M +$185K +1,481 +2%

BX Hedge Fund Activity: Q1 2024 in Review

1,848 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Blackstone (BX) for Q1 2024, worth a combined $65.1B — down 5.6% from $69B a quarter earlier.

Buyers outnumbered sellers: 164 funds opened new BX positions and 98 closed out — a net gain of 66 holders — while 715 added to existing stakes and 682 trimmed.

The largest buyer was Capital World Investors, adding an estimated $318M. The largest seller was Morgan Stanley, cutting an estimated $2.98B.

  • 1,848 institutional investors held Blackstone (BX) as of Q1 2024, up from 1,809 in Q4 2023.
  • Funds reported $65.1B of Blackstone stock for Q1 2024, down 5.6% quarter-over-quarter.
  • 164 funds opened new Blackstone positions in Q1 2024 and 98 closed out, a net change of +66 holders.
  • The largest Blackstone buyer in Q1 2024 was Capital World Investors, an estimated $318M added.
  • The largest Blackstone seller in Q1 2024 was Morgan Stanley, an estimated $2.98B sold.

Based on aggregated 13F filings for Q1 2024.