BX icon

Blackstone
BX

Overview Fund Activity

1,000 hedge funds and large institutions have $17.2B invested in Blackstone in 2020 Q1 according to their latest regulatory filings, with 143 funds opening new positions, 376 increasing their positions, 349 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,000
Holders Change
+2
Holders Change %
+0.2%
% of All Funds
22.09%
Holding in Top 10
56
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.69%
% of All Funds
1.24%
New
143
Increased
376
Reduced
349
Closed
129
Calls
$434M
Puts
$590M
Net Calls
-$156M
Net Calls Change
+$199M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$501M
2
Bessemer Group
Bessemer Group
New Jersey
+$227M
3
Capital International Investors
Capital International Investors
California
+$100M
4
BlackRock
BlackRock
New York
+$66.9M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$63.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$347M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$168M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$131M
4
GQG Partners
GQG Partners
Florida
-$120M
5
Capital World Investors
Capital World Investors
California
-$113M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
476
IHT Wealth Management
Illinois
$1.02M +$11.3K +249 +1%
JCM
477
Jag Capital Management
Missouri
$1.01M +$583K +12,800 +136%
MIC
478
Means Investment Company
Maine
$1.01M -$3.71K -80 -0.4%
CDH
479
Charles D. Hyman
$1.01M +$1.01M +22,071 New
SWA
480
Sutton Wealth Advisors
Florida
$988K +$2.42K +53 +0.2%
GWM
481
Geneos Wealth Management
Colorado
$984K -$148K -3,203 -13%
BC
482
Barnett & Company
Tennessee
$979K +$79K +1,735 +9%
PAS
483
Partnervest Advisory Services
California
$977K -$864K -18,940 -47%
BRWM
484
B. Riley Wealth Management
Tennessee
$976K +$718K +15,772 +279%
VNA
485
Valley National Advisers
Pennsylvania
$972K -$118K -2,585 -11%
OA
486
Oxbow Advisors
Texas
$972K – – –
XSC
487
X-Square Capital
Puerto Rico
$970K +$957 +21 +0.1%
OGC
488
Oak Grove Capital
New Hampshire
$968K -$433K -9,510 -31%
XS
489
XR Securities
Illinois
$962K +$962K +21,102 New
CIA
490
Compass Ion Advisors
Pennsylvania
$958K -$85.8K -1,882 -8%
SAM
491
Strategy Asset Managers
California
$958K -$26.2K -575 -3%
DI
492
DFPG Investments
Utah
$953K -$183K -4,017 -16%
SWP
493
Strategic Wealth Partners
Ohio
$953K – – –
BHA
494
Beech Hill Advisors
New York
$948K -$14.8K -325 -2%
AT
495
Arden Trust
Delaware
$946K +$167K +3,663 +21%
RDWM
496
Red Door Wealth Management
Tennessee
$942K -$19.3K -424 -2%
JWM
497
Jupiter Wealth Management
Colorado
$936K -$3.6M -71,361 -79%
LWM
498
Laidlaw Wealth Management
New York
$934K +$75.4K +1,655 +9%
RG
499
Rathbones Group
United Kingdom
$928K -$91.1K -2,000 -9%
Cetera Investment Advisers
500
Cetera Investment Advisers
Illinois
$923K -$105K -2,295 -10%
18 19
20
21 22