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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 %
BOTW
751
Bank of the West
California
$287K -$308K -6,765 -52%
VVP
752
Venture Visionary Partners
Ohio
$287K +$36.4K +799 +15%
LA
753
LVW Advisors
New York
$287K +$287K +6,300 New
ISWM
754
Independent Solutions Wealth Management
New York
$287K – – –
HWA
755
Heritage Wealth Advisors
Virginia
$283K -$51K -1,120 -15%
LFAS
756
Level Four Advisory Services
Texas
$280K -$689K -15,048 -71%
FWM
757
Frontier Wealth Management
Missouri
$280K +$280K +6,150 New
CG
758
Colony Group
Massachusetts
$279K -$1.67M -36,710 -86%
BSW
759
Buckingham Strategic Wealth
Missouri
$277K -$63.6K -1,397 -19%
NCM
760
Next Capital Management
New York
$276K +$42.7K +939 +18%
SFSIG
761
San Francisco Sentry Investment Group
California
$275K -$88.8K -1,944 -24%
S
762
Surevest
California
$274K -$1.26M -27,598 -82%
MCA
763
Mercer Capital Advisers
New Jersey
$273K – – –
SACTSONJ
764
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$273K – – –
HB
765
Homrich & Berg
Georgia
$273K +$37K +811 +16%
PH
766
Pinnacle Holdings
Oklahoma
$273K +$273K +5,985 New
OMC
767
Overbrook Management Corp
New York
$272K -$83.1K -1,825 -23%
MC
768
Mathes Company
New York
$271K – – –
FPGK
769
Financial Partners Group (Kansas)
Kansas
$270K +$37.8K +924 +16%
JLBC
770
J.L. Bainbridge & Co
Florida
$269K -$2.28K -50 -0.8%
LCM
771
Landscape Capital Management
New Jersey
$265K +$265K +5,823 New
GVAG
772
Great Valley Advisor Group
Delaware
$262K -$39.6K -870 -13%
GLA
773
Good Life Advisors
Pennsylvania
$262K +$137 +3 +0.1%
HR
774
Hayden Royal
North Carolina
$261K +$90.2K +1,980 +53%
AF
775
Allworth Financial
California
$260K +$239K +5,232 +1,116%
29 30
31
32 33