BX icon

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 %
FAM
401
Fred Alger Management
New York
$3.77M +$179K +2,043 +5%
PFP
402
Pinnacle Financial Partners
Tennessee
$3.76M +$27.5K +313 +0.7%
SF
403
Synovus Financial
Georgia
$3.75M -$71.3K -812 -2%
CSI
404
Cross Staff Investments
New York
$3.72M -$92.2K -1,050 -2%
AWM
405
AE Wealth Management
Kansas
$3.7M +$503K +5,729 +16%
GRP
406
Global Retirement Partners
California
$3.68M +$112K +1,348 +3%
Daiwa Securities Group
407
Daiwa Securities Group
Japan
$3.68M +$329K +3,742 +10%
CBT
408
Central Bank & Trust
Kentucky
$3.68M -$551K -6,276 -13%
DSC
409
Duncker Streett & Co
Missouri
$3.67M +$106K +1,206 +3%
WS
410
Wedbush Securities
California
$3.65M -$83.4K -950 -2%
IWC
411
Integrated Wealth Concepts
Massachusetts
$3.63M +$721K +8,204 +25%
PFO
412
Pathstone Family Office
New Jersey
$3.62M -$4.52M -51,450 -56%
WAM
413
Werlinich Asset Management
Connecticut
$3.6M -$13.2K -150 -0.4%
HIA
414
Harbor Investment Advisory
Maryland
$3.6M -$434K -4,944 -11%
GWM
415
Greenwich Wealth Management
Connecticut
$3.58M -$30K -341 -0.8%
PCP
416
Proficio Capital Partners
Massachusetts
$3.56M +$73.7K +839 +2%
LSAG
417
Lake Street Advisors Group
New Hampshire
$3.55M +$505K +5,745 +17%
LSPW
418
Lake Street Private Wealth
Illinois
$3.54M -$110K -1,253 -3%
KCPG
419
Kavar Capital Partners Group
Kansas
$3.48M +$196K +2,237 +6%
WSC
420
Wellington Shields & Co
New York
$3.44M +$48K +546 +1%
CC
421
Cannell & Co
New York
$3.42M +$183K +2,081 +6%
EA
422
Ellsworth Advisors
Ohio
$3.41M +$288K +3,280 +9%
BFG
423
Bleakley Financial Group
New Jersey
$3.39M +$359K +4,087 +12%
BFA
424
Bill Few Associates
Pennsylvania
$3.39M +$147K +1,675 +5%
FIA
425
Foundations Investment Advisors
Arizona
$3.39M +$748K +8,518 +28%
15 16
17
18 19