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Blackstone
BX

Overview Fund Activity

1,336 hedge funds and large institutions have $42.1B invested in Blackstone in 2021 Q2 according to their latest regulatory filings, with 199 funds opening new positions, 486 increasing their positions, 426 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,336
Holders Change
+132
Holders Change %
+10.96%
% of All Funds
23.32%
Holding in Top 10
73
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+35.19%
% of All Funds
1.27%
New
199
Increased
486
Reduced
426
Closed
54
Calls
$634M
Puts
$739M
Net Calls
-$105M
Net Calls Change
-$41.3M

Top Buyers

1
State Street
1
State Street
Massachusetts
$1.43B
2
BlackRock
2
BlackRock
New York
$2.97B
3
GQG Partners
3
GQG Partners
Florida
$472M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.74B
5
Deutsche Bank
5
Deutsche Bank
Germany
$289M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.1B
2
ClearBridge Investments
2
ClearBridge Investments
New York
$570M
3
FCIM
3
Fairview Capital Investment Management
California
$70.6M
4
FCM
4
Farallon Capital Management
California
$284M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$260M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
501
Poehling Capital Management
Wisconsin
$2.36M -$18K -185 -0.8%
CIA
502
Compass Ion Advisors
Pennsylvania
$2.36M +$3.59K +37 +0.2%
SWA
503
Sutton Wealth Advisors
Florida
$2.36M +$12.2K +126 +0.5%
JWCA
504
J.W. Cole Advisors
Florida
$2.34M +$589K +6,062 +34%
BAM
505
Berkshire Asset Management
Pennsylvania
$2.34M +$229K +2,358 +11%
DI
506
Diligent Investors
California
$2.33M -$64.9K -668 -3%
PAM
507
Panagora Asset Management
Massachusetts
$2.33M +$2.32M +23,879 +32,711%
First Manhattan
508
First Manhattan
New York
$2.32M +$56.2K +579 +2%
GT
509
Glenmede Trust
Pennsylvania
$2.32M +$874 +9 +0%
AI
510
Atria Investments
North Carolina
$2.31M +$792K +8,150 +52%
RIM
511
Redpoint Investment Management
Australia
$2.31M +$798K +8,216 +53%
PCM
512
Penserra Capital Management
California
$2.31M +$2.31M +23,759 New
VAS
513
Vestmark Advisory Solutions
Massachusetts
$2.3M -$390K -4,010 -14%
ACP
514
Aviance Capital Partners
Florida
$2.3M +$111K +1,142 +5%
BAIA
515
Bel Air Investment Advisors
California
$2.29M +$351K +3,612 +18%
SFP
516
Shepherd Financial Partners
Massachusetts
$2.29M +$3.69K +38 +0.2%
FT
517
Fiduciary Trust
Massachusetts
$2.29M +$31.7K +326 +1%
BWM
518
BigSur Wealth Management
Florida
$2.27M -$243K -2,500 -10%
SPFA
519
Summit Place Financial Advisors
New Jersey
$2.27M -$782K -8,050 -26%
GKWIM
520
Gerber Kawasaki Wealth & Investment Management
California
$2.26M +$208K +2,144 +10%
ZIG
521
Zurich Insurance Group
Switzerland
$2.24M – – –
USGIU
522
U.S. Global Investors (USGI)
Texas
$2.23M +$248K +2,557 +13%
BFS
523
Bard Financial Services
Connecticut
$2.22M +$194K +2,000 +10%
EPA
524
Element Pointe Advisors
Florida
$2.2M – – –
OIA
525
OneDigital Investment Advisors
Kansas
$2.2M -$2.16M -22,263 -50%
19 20
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