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Blackstone
BX

Overview Fund Activity

1,020 hedge funds and large institutions have $21B invested in Blackstone in 2020 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 401 increasing their positions, 337 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,020
Holders Change
+3
Holders Change %
+0.29%
% of All Funds
20.64%
Holding in Top 10
38
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-29.63%
% of All Funds
0.77%
New
90
Increased
401
Reduced
337
Closed
80
Calls
$490M
Puts
$582M
Net Calls
-$92.9M
Net Calls Change
-$139M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$247M
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$206M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$123M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$98.8M
5
MC
Maverick Capital
Texas
+$85.3M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$284M
2
ECU
Egerton Capital (UK)
United Kingdom
-$120M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$94.9M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$54.8M
5
CIC
Chilton Investment Company
Connecticut
-$52.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMG
401
Spectrum Management Group
Indiana
$1.67M -$483K -9,264 -22%
WIA
402
Wealthstreet Investment Advisors
Texas
$1.67M – – –
PFA
403
Plotkin Financial Advisors
Maryland
$1.66M -$1.01M -19,281 -38%
SWM
404
Sculati Wealth Management
Michigan
$1.66M +$157 +3 +0%
KPW
405
Kore Private Wealth
New York
$1.65M -$20K -383 -1%
CAM
406
Carret Asset Management
New York
$1.65M +$433K +8,300 +36%
RJT
407
Raymond James Trust
Florida
$1.64M +$62.2K +1,192 +4%
ECA
408
Elevated Capital Advisors
Utah
$1.63M -$33.4K -584 -2%
KA
409
Kovack Advisors
Florida
$1.62M -$369K -7,074 -19%
CC
410
Cannell & Co
New York
$1.62M -$3.84M -73,650 -70%
Nordea Investment Management
411
Nordea Investment Management
Sweden
$1.61M -$1.61M -30,465 -50%
CAPTRUST Financial Advisors
412
CAPTRUST Financial Advisors
North Carolina
$1.59M -$231K -4,312 -13%
SIAP
413
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.58M +$134K +2,572 +9%
RCG
414
Rock Creek Group
District of Columbia
$1.57M +$265K +5,074 +20%
Daiwa Securities Group
415
Daiwa Securities Group
Japan
$1.56M +$13.4K +256 +0.9%
VAS
416
Vestmark Advisory Solutions
Massachusetts
$1.55M +$7.1K +136 +0.5%
NGA
417
Naples Global Advisors
Florida
$1.52M +$67.1K +1,285 +5%
VFA
418
Voya Financial Advisors
Connecticut
$1.52M -$34.3K -650 -2%
GW
419
GW & Wade
Massachusetts
$1.52M +$4.44K +85 +0.3%
CS
420
Candriam SCA
Luxembourg
$1.51M -$110K -2,106 -7%
MWM
421
Meridian Wealth Management
Kentucky
$1.51M +$1.51M +29,015 New
JCM
422
Jag Capital Management
Missouri
$1.51M +$310K +5,930 +26%
IAN
423
Integrated Advisors Network
Texas
$1.5M -$25.2M -482,689 -94%
ZCA
424
Zeke Capital Advisors
Pennsylvania
$1.49M – – –
SWP
425
Strategic Wealth Partners
Ohio
$1.49M -$123K -2,362 -8%
15 16
17
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