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Blackstone
BX

Overview Fund Activity

1,020 hedge funds and large institutions have $21B invested in Blackstone in 2020 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 401 increasing their positions, 337 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,020
Holders Change
+3
Holders Change %
+0.29%
% of All Funds
20.64%
Holding in Top 10
38
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-29.63%
% of All Funds
0.77%
New
90
Increased
401
Reduced
337
Closed
80
Calls
$490M
Puts
$582M
Net Calls
-$92.9M
Net Calls Change
-$139M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$247M
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$206M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$123M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$98.8M
5
MC
Maverick Capital
Texas
+$85.3M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$284M
2
ECU
Egerton Capital (UK)
United Kingdom
-$120M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$94.9M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$54.8M
5
CIC
Chilton Investment Company
Connecticut
-$52.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
551
Birinyi Associates
Connecticut
$823K -$1.22M -23,300 -60%
FANJ
552
Financial Architects (New Jersey)
New Jersey
$817K +$128K +2,463 +19%
BOPW
553
Brandywine Oak Private Wealth
Pennsylvania
$814K -$35.8K -686 -4%
IAMOG
554
Investors Asset Management of Georgia
Georgia
$808K +$53.5K +1,025 +7%
EPA
555
Element Pointe Advisors
Florida
$802K +$237K +4,540 +42%
HAG
556
HighPoint Advisor Group
Illinois
$799K +$6.04K +105 +0.8%
BAM
557
Baldrige Asset Management
Pennsylvania
$799K +$246K +4,714 +44%
RFN
558
RDA Financial Network
Iowa
$796K -$24.3K -465 -3%
AIC
559
Ayalon Insurance Company
Israel
$789K -$274K -5,150 -26%
FPB
560
First PREMIER Bank
South Dakota
$783K – – –
SWM
561
SeaCrest Wealth Management
New York
$780K -$101K -1,937 -11%
CIA
562
Capital Investment Advisors
Georgia
$773K +$103K +1,976 +15%
AWE
563
Avidian Wealth Enterprises
Texas
$767K +$29K +555 +4%
JIC
564
Joel Isaacson & Co
New York
$766K +$58.4K +1,120 +8%
MA
565
MONECO Advisors
Connecticut
$764K +$2.77K +53 +0.4%
BIM
566
Baldwin Investment Management
Pennsylvania
$752K – – –
HCM
567
Highlander Capital Management
New Jersey
$752K – – –
AWA
568
Arete Wealth Advisors
Illinois
$748K -$79.7K -1,483 -10%
AWA
569
Acorn Wealth Advisors
Michigan
$747K +$92.1K +1,764 +14%
AIM
570
Axiom Investment Management
New York
$743K -$3.29K -63 -0.4%
IFWM
571
Institute for Wealth Management
Colorado
$742K – – –
KA
572
Klingman & Associates
New York
$734K – – –
FMBTD
573
First Midwest Bank Trust Division
Illinois
$727K -$10.4K -199 -1%
AMC
574
Asset Management Corp
Illinois
$726K +$1.51K +29 +0.2%
RG
575
Rikoon Group
New Mexico
$725K +$3.5K +67 +0.5%
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