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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 %
AW
601
Alaethes Wealth
Nevada
$1.78M +$64.1K +730 +4%
HI
602
Hudock Inc
Pennsylvania
$1.77M -$144K -1,635 -8%
PA
603
Parallel Advisors
California
$1.77M +$21.6K +246 +1%
CA
604
Clearstead Advisors
Ohio
$1.76M +$96.9K +1,103 +6%
MOS
605
MGO One Seven
Ohio
$1.76M +$101K +1,154 +6%
RDWM
606
Red Door Wealth Management
Tennessee
$1.74M +$3.78K +43 +0.2%
BOPW
607
Brandywine Oak Private Wealth
Pennsylvania
$1.74M -$55.3K -630 -3%
HWM
608
HB Wealth Management
Georgia
$1.73M -$9.4K -107 -0.5%
MYAM
609
Meiji Yasuda Asset Management
Japan
$1.73M +$14.9K +170 +0.9%
PWP
610
Principle Wealth Partners
Connecticut
$1.73M -$105K -1,200 -6%
EG
611
Ellerson Group
Maryland
$1.73M -$2.72K -31 -0.2%
IFPG
612
Intrepid Financial Planning Group
Indiana
$1.71M -$58.9K -670 -3%
WP
613
WealthPLAN Partners
Nebraska
$1.71M -$844K -9,611 -33%
PM
614
Penbrook Management
New York
$1.71M -$17.6K -200 -1%
KA
615
Kovack Advisors
Florida
$1.7M -$473K -5,386 -22%
RCAG
616
Rehmann Capital Advisory Group
Michigan
$1.7M -$125K -1,418 -7%
UB
617
UMB Bank
Missouri
$1.7M -$414K -4,710 -20%
FMB
618
Field & Main Bank
Kentucky
$1.69M +$44K +501 +3%
DILIC
619
Dai-ichi Life Insurance Company
Japan
$1.68M – – –
GIA
620
Gladstone Institutional Advisory
Florida
$1.68M -$442K -5,030 -21%
SIA
621
Schechter Investment Advisors
Michigan
$1.68M +$422K +4,801 +34%
SSA
622
Schonfeld Strategic Advisors
New York
$1.67M -$4.34M -49,448 -72%
KWM
623
Kingsview Wealth Management
Oregon
$1.67M -$276K -3,142 -14%
XSC
624
X-Square Capital
Puerto Rico
$1.67M +$966 +11 +0.1%
KWMG
625
King Wealth Management Group
Florida
$1.66M -$236K -2,686 -12%
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