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Blackstone

1,848 hedge funds and large institutions have $65.1B invested in Blackstone in 2024 Q1 according to their latest regulatory filings, with 164 funds opening new positions, 715 increasing their positions, 682 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 164 | Existing positions closed: 98

2% more funds holding

Funds holding: 1,8091,848 (+39)

5% more repeat investments, than reductions

Existing positions increased: 715 | Existing positions reduced: 682

4.73% less ownership

Funds ownership: 74.23%69.5% (-4.7%)

6% less capital invested

Capital invested by funds: $69B → $65.1B (-$3.88B)

26% less funds holding in top 10

Funds holding in top 10: 8865 (-23)

49% less call options, than puts

Call options by funds: $1.62B | Put options by funds: $3.15B

Holders
1,848
Holders Change
+39
Holders Change %
+2.16%
% of All Funds
26.62%
Holding in Top 10
65
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-26.14%
% of All Funds
0.94%
New
164
Increased
715
Reduced
682
Closed
98
Calls
$1.62B
Puts
$3.15B
Net Calls
-$1.53B
Net Calls Change
-$1.19B
Name Holding Trade Value Shares
Change
Change in
Stake
GA
701
GoalVest Advisory
New York
$2.26M +$2.15M +17,225 New
BIM
702
Baldwin Investment Management
Pennsylvania
$2.24M +$565K +4,523 +36%
UM
703
UniSuper Management
Australia
$2.23M +$1.39M +11,108 +189%
LOAMS
704
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.23M +$2.12M +16,969 New
TW
705
TrinityPoint Wealth
Connecticut
$2.22M -$95.9K -768 -4%
CDH
706
Charles D. Hyman
$2.22M
CA
707
CGN Advisors
Kansas
$2.2M -$121K -966 -5%
BSAM
708
Blue Square Asset Management
New York
$2.2M -$158K -1,262 -7%
DP
709
Dearborn Partners
Illinois
$2.19M -$105K -839 -5%
FNBSF
710
First National Bank Sioux Falls
South Dakota
$2.19M
IFWM
711
Institute for Wealth Management
Colorado
$2.19M -$11.1K -89 -0.5%
AWE
712
Avidian Wealth Enterprises
Texas
$2.18M -$44.5K -356 -2%
WKSWA
713
White Knight Strategic Wealth Advisors
New Jersey
$2.18M -$36.2K -290 -2%
MPCA
714
Madison Park Capital Advisors
Washington
$2.17M -$15.2K -122 -0.7%
JIC
715
Joel Isaacson & Co
New York
$2.17M +$6.74K +54 +0.3%
TRCT
716
Tower Research Capital (TRC)
New York
$2.16M -$11.5M -91,938 -85%
XF
717
XML Financial
Maryland
$2.16M -$278K -2,227 -12%
SW
718
StrongBox Wealth
Missouri
$2.14M +$50.2K +402 +3%
AIMCA
719
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.14M
ACP
720
Aviance Capital Partners
Florida
$2.14M -$38.6K -309 -2%
DPAM
721
Degroof Petercam Asset Management
Belgium
$2.13M
KF
722
Krilogy Financial
Missouri
$2.12M +$5.62K +45 +0.3%
MWM
723
Modera Wealth Management
New Jersey
$2.12M +$18.7K +150 +0.9%
MAM
724
MWA Asset Management
Massachusetts
$2.11M +$44.5K +356 +2%
AAS
725
Ameritas Advisory Services
Nebraska
$2.11M +$810K +6,488 +64%

BX Hedge Fund Activity: Q1 2024 in Review

1,848 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Blackstone (BX) for Q1 2024, worth a combined $65.1B — down 5.6% from $69B a quarter earlier.

Buyers outnumbered sellers: 164 funds opened new BX positions and 98 closed out — a net gain of 66 holders — while 715 added to existing stakes and 682 trimmed.

The largest buyer was Capital World Investors, adding an estimated $318M. The largest seller was Morgan Stanley, cutting an estimated $2.98B.

  • 1,848 institutional investors held Blackstone (BX) as of Q1 2024, up from 1,809 in Q4 2023.
  • Funds reported $65.1B of Blackstone stock for Q1 2024, down 5.6% quarter-over-quarter.
  • 164 funds opened new Blackstone positions in Q1 2024 and 98 closed out, a net change of +66 holders.
  • The largest Blackstone buyer in Q1 2024 was Capital World Investors, an estimated $318M added.
  • The largest Blackstone seller in Q1 2024 was Morgan Stanley, an estimated $2.98B sold.

Based on aggregated 13F filings for Q1 2024.