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Blackstone
BX

Overview Fund Activity

1,554 hedge funds and large institutions have $40.4B invested in Blackstone in 2023 Q1 according to their latest regulatory filings, with 155 funds opening new positions, 640 increasing their positions, 545 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,554
Holders Change
+6
Holders Change %
+0.39%
% of All Funds
24.87%
Holding in Top 10
61
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+17.31%
% of All Funds
0.98%
New
155
Increased
640
Reduced
545
Closed
117
Calls
$1.27B
Puts
$1.68B
Net Calls
-$414M
Net Calls Change
+$308M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$899M
2
Edgewood Management
Edgewood Management
Connecticut
+$339M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$213M
4
Capital World Investors
Capital World Investors
California
+$157M
5
BlackRock
BlackRock
New York
+$130M

Top Sellers

1
CSA
Cottage Street Advisors
Massachusetts
-$366M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$272M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$190M
4
Renaissance Technologies
Renaissance Technologies
New York
-$122M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$110M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
351
Narwhal Capital Management
Georgia
$5.13M +$1.58K +18 +0%
American Century Companies
352
American Century Companies
Missouri
$5.11M +$312K +3,614 +6%
CA
353
CapWealth Advisors
Tennessee
$5.1M -$1.11M -12,603 -18%
FWM
354
Focused Wealth Management
New York
$5M -$136K -1,547 -3%
EH
355
Equitable Holdings
New York
$4.96M +$358K +4,076 +8%
MSRPS
356
Maryland State Retirement & Pension System
Maryland
$4.93M +$95K +1,082 +2%
EMPI
357
Elo Mutual Pension Insurance
Finland
$4.92M +$158K +1,804 +3%
GVAG
358
Great Valley Advisor Group
Delaware
$4.92M +$2.25M +25,658 +85%
IMOV
359
Investment Management of Virginia
Virginia
$4.85M +$2.64M +30,105 +120%
HPC
360
HM Payson & Co
Maine
$4.83M -$483K -5,500 -9%
OPERF
361
Oregon Public Employees Retirement Fund
Oregon
$4.75M -$384K -4,371 -7%
CIP
362
Chartwell Investment Partners
Pennsylvania
$4.75M -$101K -1,152 -2%
BFS
363
Bradley Foster & Sargent
Connecticut
$4.75M +$404K +4,600 +9%
LSA
364
L & S Advisors
California
$4.75M +$4.75M +54,042 New
CIA
365
Covington Investment Advisors
Pennsylvania
$4.62M +$785K +8,940 +21%
EWA
366
EverSource Wealth Advisors
Alabama
$4.61M +$238K +2,709 +5%
CCM
367
Campbell Capital Management
Florida
$4.61M +$263 +3 +0%
MWM
368
Marietta Wealth Management
Georgia
$4.55M +$292K +3,326 +7%
VBFG
369
Vishria Bird Financial Group
Tennessee
$4.54M -$47.3K -538 -1%
SNB
370
Security National Bank
Nebraska
$4.5M -$355K -4,038 -7%
CAM
371
Carret Asset Management
New York
$4.49M -$421K -4,790 -9%
CNFG
372
Creegan & Nassoura Financial Group
New Hampshire
$4.49M +$30.7K +350 +0.7%
CA
373
Cetera Advisors
Colorado
$4.46M -$155K -1,759 -3%
ACH
374
ArrowMark Colorado Holdings
Colorado
$4.45M – – –
BWM
375
BigSur Wealth Management
Florida
$4.41M +$43.9K +500 +1%
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