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Blackstone
BX

Overview Fund Activity

1,020 hedge funds and large institutions have $21B invested in Blackstone in 2020 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 401 increasing their positions, 337 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,020
Holders Change
+3
Holders Change %
+0.29%
% of All Funds
20.64%
Holding in Top 10
38
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-29.63%
% of All Funds
0.77%
New
90
Increased
401
Reduced
337
Closed
80
Calls
$490M
Puts
$582M
Net Calls
-$92.9M
Net Calls Change
-$139M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$247M
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$206M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$123M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$98.8M
5
MC
Maverick Capital
Texas
+$85.3M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$284M
2
ECU
Egerton Capital (UK)
United Kingdom
-$120M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$94.9M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$54.8M
5
CIC
Chilton Investment Company
Connecticut
-$52.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
751
Simplicity Solutions
Minnesota
$336K +$18.9K +362 +6%
ACM
752
Azimuth Capital Management
Michigan
$336K +$26.1K +500 +8%
SCCM
753
Schafer Cullen Capital Management
New York
$334K – – –
MYAM
754
Meiji Yasuda Asset Management
Japan
$331K -$192K -3,690 -37%
B
755
Bailard
California
$331K – – –
RPC
756
Rossmore Private Capital
Connecticut
$330K – – –
SB
757
Strategic Blueprint
Georgia
$330K +$330K +6,330 New
MSFP
758
Mark Sheptoff Financial Planning
Connecticut
$329K -$18.3K -350 -5%
LCS
759
Levin Capital Strategies
New York
$329K +$10.4K +200 +3%
SBH
760
Segall Bryant & Hamill
Illinois
$327K +$327K +6,277 New
GWS
761
Glassman Wealth Services
Virginia
$324K +$180K +3,452 +125%
HWA
762
Heritage Wealth Advisors
Virginia
$324K – – –
SO
763
STRS Ohio
Ohio
$323K -$73.3K -1,408 -18%
ST
764
Smithfield Trust
Pennsylvania
$323K +$75.1K +1,443 +30%
BCWM
765
Blue Chip Wealth Management
Florida
$322K -$45.9K -879 -12%
JLBC
766
J.L. Bainbridge & Co
Florida
$321K +$2.14K +41 +0.7%
JFA
767
Johanson Financial Advisors
California
$321K +$9.08K +167 +3%
SFSIG
768
San Francisco Sentry Investment Group
California
$320K – – –
VWM
769
Valley Wealth Managers
New Jersey
$318K -$15.6K -300 -5%
HNB
770
Huntington National Bank
Ohio
$316K – – –
MWA
771
Meridian Wealth Advisors
Texas
$315K -$104K -2,000 -25%
Lazard Asset Management
772
Lazard Asset Management
New York
$313K -$356K -6,829 -53%
AAP
773
Arax Advisory Partners
Colorado
$313K -$208K -3,981 -40%
MPWT
774
MassMutual Private Wealth & Trust
Connecticut
$313K -$5.22K -100 -2%
FC
775
Forte Capital
New York
$313K – – –
29 30
31
32 33