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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 %
SC
451
Sierra Capital
Florida
$3.05M -$423K -4,819 -12%
BA
452
Ballast Advisors
Minnesota
$3.04M +$11.8K +134 +0.4%
Wealthfront Advisers
453
Wealthfront Advisers
California
$3.03M +$82.9K +944 +3%
EIP
454
Easterly Investment Partners
Massachusetts
$3.02M +$1.56M +17,773 +107%
AWM
455
Axxcess Wealth Management
California
$3M +$65.7K +748 +2%
Citadel Advisors
456
Citadel Advisors
Florida
$3M -$32.6K -371 -1%
FANJ
457
Financial Architects (New Jersey)
New Jersey
$3M -$9.05K -103 -0.3%
Axa
458
Axa
France
$2.98M +$199K +2,269 +7%
CB
459
Commerce Bank
Missouri
$2.97M +$306K +3,480 +11%
RCA
460
Ranch Capital Advisors
Florida
$2.95M +$56.5K +643 +2%
AAS
461
Avantax Advisory Services
Texas
$2.95M +$92.2K +1,050 +3%
GW
462
GW & Wade
Massachusetts
$2.95M -$77.8K -886 -3%
SOMRS
463
State of Michigan Retirement System
Michigan
$2.95M – – –
AWE
464
Avidian Wealth Enterprises
Texas
$2.93M +$227K +2,580 +8%
CT
465
Colonial Trust
South Carolina
$2.92M -$9.22K -105 -0.3%
SVCP
466
Silicon Valley Capital Partners
California
$2.86M +$80.7K +919 +3%
CTI
467
Community Trust & Investment
Kentucky
$2.82M +$614K +6,986 +28%
SCA
468
Snowden Capital Advisors
New York
$2.79M +$114K +1,294 +4%
CCT
469
Capital City Trust
Florida
$2.79M +$703 +8 +0%
RSS
470
Rosenblum Silverman Sutton
California
$2.78M -$505K -5,744 -15%
RFMS
471
RWQ Financial Management Services
Florida
$2.77M +$2.07M +23,610 +300%
USCWA
472
U.S. Capital Wealth Advisors
Texas
$2.76M +$497K +5,656 +22%
PAM
473
Panagora Asset Management
Massachusetts
$2.76M +$1.4M +15,907 +102%
VPIM
474
Vanguard Personalized Indexing Management
California
$2.76M -$351 -4 -0%
BFS
475
Bard Financial Services
Connecticut
$2.75M +$147K +1,675 +6%
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