BX icon

Blackstone
BX

Overview Fund Activity

1,554 hedge funds and large institutions have $40.4B invested in Blackstone in 2023 Q1 according to their latest regulatory filings, with 155 funds opening new positions, 640 increasing their positions, 545 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,554
Holders Change
+6
Holders Change %
+0.39%
% of All Funds
24.87%
Holding in Top 10
61
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+17.31%
% of All Funds
0.98%
New
155
Increased
640
Reduced
545
Closed
117
Calls
$1.27B
Puts
$1.68B
Net Calls
-$414M
Net Calls Change
+$308M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$899M
2
Edgewood Management
Edgewood Management
Connecticut
+$339M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$213M
4
Capital World Investors
Capital World Investors
California
+$157M
5
BlackRock
BlackRock
New York
+$130M

Top Sellers

1
CSA
Cottage Street Advisors
Massachusetts
-$366M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$272M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$190M
4
Renaissance Technologies
Renaissance Technologies
New York
-$122M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$110M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCA
751
Bay Colony Advisors
Massachusetts
$1.05M -$33.3K -388 -3%
SAM
752
Secure Asset Management
Michigan
$1.04M +$1.23K +14 +0.1%
SSWM
753
Sheets Smith Wealth Management
North Carolina
$1.04M – – –
VFA
754
Valeo Financial Advisors
Indiana
$1.04M +$140K +1,594 +16%
RFN
755
RDA Financial Network
Iowa
$1.04M -$50.1K -570 -5%
WKWM
756
Walter & Keenan Wealth Management
Indiana
$1.03M +$8.17K +93 +0.8%
SAG
757
SageView Advisory Group
California
$1.03M +$270K +3,079 +36%
SW
758
StrongBox Wealth
Missouri
$1.03M +$1.03M +11,697 New
WIM
759
WealthPlan Investment Management
Nebraska
$1.02M -$1.52M -17,349 -60%
MW
760
Marcum Wealth
Ohio
$1.02M -$62K -706 -6%
AWA
761
Arkadios Wealth Advisors
Georgia
$1.02M +$68.9K +784 +7%
MHS
762
M Holdings Securities
Oregon
$1.02M -$144K -1,642 -12%
SFS
763
Sowell Financial Services
Arkansas
$1.02M -$703 -8 -0.1%
TPCW
764
TD Private Client Wealth
New York
$1.02M +$112K +1,271 +12%
BTWM
765
Baker Tilly Wealth Management
Wisconsin
$1.02M +$147K +1,673 +17%
MIM
766
Moseley Investment Management
Florida
$1.01M +$56.3K +641 +6%
S
767
SignatureFD
Georgia
$1.01M +$272K +3,102 +37%
SFS
768
Stiles Financial Services
Minnesota
$1.01M +$259K +2,951 +35%
AIP
769
Almanack Investment Partners
Pennsylvania
$1M +$88 +1 +0%
PWLP
770
Prio Wealth Limited Partnership
Massachusetts
$999K +$588K +6,689 +143%
MCM
771
Mork Capital Management
California
$999K – – –
VCA
772
Verdence Capital Advisors
Maryland
$990K -$33.6K -382 -3%
MFG
773
Magnus Financial Group
New York
$989K +$32.3K +368 +3%
CCB
774
Country Club Bank
Missouri
$985K -$514 -6 -0.1%
AWM
775
Angeles Wealth Management
California
$982K -$49.9K -568 -5%
29 30
31
32 33