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Blackstone
BX

Overview Fund Activity

1,000 hedge funds and large institutions have $17.2B invested in Blackstone in 2020 Q1 according to their latest regulatory filings, with 143 funds opening new positions, 376 increasing their positions, 349 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,000
Holders Change
+2
Holders Change %
+0.2%
% of All Funds
22.09%
Holding in Top 10
56
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.69%
% of All Funds
1.24%
New
143
Increased
376
Reduced
349
Closed
129
Calls
$434M
Puts
$590M
Net Calls
-$156M
Net Calls Change
+$199M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$501M
2
Bessemer Group
Bessemer Group
New Jersey
+$227M
3
Capital International Investors
Capital International Investors
California
+$100M
4
BlackRock
BlackRock
New York
+$66.9M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$63.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$347M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$168M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$131M
4
GQG Partners
GQG Partners
Florida
-$120M
5
Capital World Investors
Capital World Investors
California
-$113M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
651
Hodges Capital Management
Texas
$451K -$138K -3,018 -23%
SAM
652
Seelaus Asset Management
New Jersey
$439K +$68.8K +1,510 +19%
EWA
653
EP Wealth Advisors
California
$438K -$153K -3,365 -26%
AI
654
Atria Investments
North Carolina
$435K +$52.4K +1,151 +14%
PTC
655
Private Trust Company
Ohio
$434K -$2.43M -53,307 -85%
AAM
656
Ameraudi Asset Management
New York
$431K – – –
SC
657
Sepio Capital
Utah
$429K -$45.6K -1,000 -10%
VWM
658
Valley Wealth Managers
New Jersey
$429K -$31.9K -700 -7%
AWA
659
Arkadios Wealth Advisors
Georgia
$428K +$425K +9,333 +15,555%
BCA
660
Bay Colony Advisors
Massachusetts
$428K -$25.3K -554 -6%
SWMG
661
Strategic Wealth Management Group
Maryland
$428K +$3.46K +76 +0.8%
ANRIA
662
American National Registered Investment Advisor
Texas
$424K – – –
FFWA
663
FRG Family Wealth Advisors
Washington
$422K +$91 +2 +0%
CAAS
664
Capital Asset Advisory Services
Michigan
$421K -$108K -2,149 -20%
CFB
665
Cullen/Frost Bankers
Texas
$421K -$33.7K -741 -7%
GAM
666
Gotham Asset Management
New York
$419K +$419K +9,197 New
MWA
667
Meridian Wealth Advisors
Texas
$416K -$27.3K -600 -6%
CSIC
668
Clifford Swan Investment Counsel
California
$415K -$16.1K -354 -4%
AFP
669
Ausdal Financial Partners
Iowa
$414K -$48.5K -1,007 -10%
CA
670
Claro Advisors
Massachusetts
$411K +$12.5K +274 +3%
Edgewood Management
671
Edgewood Management
Connecticut
$410K – – –
FBC
672
Fairfield, Bush & Co
Connecticut
$410K – – –
RMDI
673
R.M. Davis Inc
Maine
$409K -$127K -2,777 -24%
CCM
674
Chickasaw Capital Management
Tennessee
$409K – – –
COF
675
Capital One Financial
Virginia
$407K +$407K +8,925 New
25 26
27
28 29