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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 %
FWC
551
First Washington Corp
Washington
$2.2M -$5.95M -67,783 -73%
Allspring Global Investments
552
Allspring Global Investments
North Carolina
$2.18M +$776K +8,834 +55%
RWM
553
RKL Wealth Management
Pennsylvania
$2.17M -$28.7K -327 -1%
Lazard Asset Management
554
Lazard Asset Management
New York
$2.17M -$281K -3,196 -11%
BA
555
Bridgewater Associates
Connecticut
$2.16M – – –
OA
556
Oxbow Advisors
Texas
$2.15M -$22.8K -260 -1%
PP
557
Prudential plc
United Kingdom
$2.15M -$130K -1,481 -6%
CCM
558
Compton Capital Management
Rhode Island
$2.14M -$3.54M -40,305 -62%
DI
559
Diligent Investors
California
$2.12M +$3.07K +35 +0.1%
TSS
560
Thomas Story & Son
Indiana
$2.12M -$12.5K -142 -0.6%
WC
561
Waterloo Capital
Texas
$2.12M +$2.12M +24,145 New
KFP
562
KMG Fiduciary Partners
Ohio
$2.12M +$702K +7,989 +50%
BAM
563
Berkshire Asset Management
Pennsylvania
$2.11M -$18.2K -207 -0.9%
OSAM
564
O'Shaughnessy Asset Management
Connecticut
$2.11M +$430K +4,898 +26%
BAM
565
Baldrige Asset Management
Pennsylvania
$2.08M -$15.8K -180 -0.8%
PRC
566
Pearl River Capital
Michigan
$2.08M +$1.41M +15,996 +209%
RIG
567
Renaissance Investment Group
Massachusetts
$2.06M -$2.87M -32,709 -58%
CHAM
568
Clear Harbor Asset Management
Connecticut
$2.03M +$1.32M +15,050 +186%
VIM
569
Vinva Investment Management
Australia
$2.02M +$2.02M +23,603 New
BLC
570
Brown, Lisle/Cummings
Rhode Island
$2.02M – – –
DP
571
Dearborn Partners
Illinois
$2.01M -$88 -1 -0%
JIC
572
Johnson Investment Counsel
Ohio
$2.01M -$12.9K -147 -0.6%
1W
573
1776 Wealth
Georgia
$1.98M +$34.9K +397 +2%
SPC
574
Sigma Planning Corp
Michigan
$1.98M +$408K +4,650 +26%
LNC
575
Lincoln National Corp
Pennsylvania
$1.98M +$108K +1,224 +6%
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