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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 %
SIA
676
Sit Investment Associates
Minnesota
$406K – – –
LI
677
Latash Investments
Alaska
$400K – – –
FA
678
FDx Advisors
Illinois
$398K +$11.8K +259 +3%
HKAM
679
Horizon Kinetics Asset Management
New York
$397K -$4.55K -100 -1%
AW
680
ACG Wealth
Georgia
$396K -$8.47K -186 -2%
IWAG
681
Integer Wealth Advisors Group
Georgia
$393K – – –
PTP
682
Platform Technology Partners
New York
$391K -$39.8K -874 -9%
B
683
Bailard
California
$391K – – –
FTIOP
684
Fiduciary Trust International of Pennsylvania
Pennsylvania
$390K – – –
MPI
685
Mairs & Power Inc
Minnesota
$387K -$112K -2,450 -22%
SCCM
686
Schafer Cullen Capital Management
New York
$387K -$56.5K -1,240 -13%
AC
687
Avestar Capital
New York
$387K +$387K +8,488 New
DAS
688
Dynamic Advisor Solutions
Arizona
$386K -$43.2K -948 -10%
CAN
689
Claraphi Advisory Network
United States
$385K -$56.9K -1,248 -13%
TAM
690
Townsend Asset Management
North Carolina
$384K -$96.1K -2,110 -20%
SIC
691
Samalin Investment Counsel
New York
$384K +$10.2K +225 +3%
FNBSF
692
First National Bank Sioux Falls
South Dakota
$381K – – –
EW
693
Element Wealth
Mississippi
$380K +$380K +8,349 New
KeyBank National Association
694
KeyBank National Association
Ohio
$379K -$593K -13,014 -61%
AP
695
Advisor Partners
California
$378K +$216K +4,737 +133%
HCM
696
Hollencrest Capital Management
California
$377K -$73.9K -1,622 -16%
MIM
697
Moseley Investment Management
Florida
$373K -$46.7K -1,025 -11%
WSTAM
698
Wilbanks Smith & Thomas Asset Management
Virginia
$370K +$108K +2,375 +41%
SAM
699
Secure Asset Management
Michigan
$369K +$2.65K +58 +0.7%
CA
700
Clearstead Advisors
Ohio
$369K +$67.9K +1,488 +23%
26 27
28
29 30