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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 %
SG
501
Somerset Group
Minnesota
$2.49M – – –
TAM
502
Tealwood Asset Management
Minnesota
$2.49M +$686K +7,808 +38%
WE
503
Wealth Effects
Massachusetts
$2.49M -$104K -1,181 -4%
IAIM
504
International Assets Investment Management
Florida
$2.48M -$787K -8,956 -24%
CWA
505
CM Wealth Advisors
Ohio
$2.48M +$2.48M +29,078 New
AWM
506
Avitas Wealth Management
California
$2.44M +$832K +9,477 +52%
SAM
507
Synergy Asset Management
Washington
$2.44M +$139K +1,586 +6%
FDS
508
First Dallas Securities
Texas
$2.43M +$96.7K +1,101 +4%
MA
509
Modus Advisors
Minnesota
$2.42M +$15.2K +173 +0.6%
RWS
510
Resolute Wealth Strategies
Mississippi
$2.42M +$2.42M +27,513 New
HWAM
511
Hennion & Walsh Asset Management
New Jersey
$2.42M -$340K -3,871 -12%
First Manhattan
512
First Manhattan
New York
$2.41M +$26.4K +300 +1%
Manulife (Manufacturers Life Insurance)
513
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.41M +$139K +1,584 +6%
SIAP
514
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.39M +$205K +2,337 +9%
GAM
515
Grandview Asset Management
Pennsylvania
$2.38M -$87.7K -998 -4%
HIC
516
Holderness Investments Company
North Carolina
$2.38M -$30.3K -345 -1%
DCM
517
Dupont Capital Management
Delaware
$2.37M +$811K +9,229 +52%
SWA
518
Sutton Wealth Advisors
Florida
$2.36M +$118K +1,339 +5%
SFP
519
Shepherd Financial Partners
Massachusetts
$2.36M +$211K +2,397 +10%
CPA
520
Capital Planning Advisors
California
$2.36M -$276K -3,142 -10%
Bank of Nova Scotia
521
Bank of Nova Scotia
Ontario, Canada
$2.36M -$7.13M -81,117 -75%
BHA
522
Beech Hill Advisors
New York
$2.35M +$18K +205 +0.8%
SPFA
523
Summit Place Financial Advisors
New Jersey
$2.35M +$399K +4,545 +21%
MA
524
Mutual Advisors
Nebraska
$2.35M +$656K +7,471 +39%
MJB
525
Mark J. Bradley
$2.33M +$251K +2,855 +12%
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