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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
PS
751
Principal Securities
Iowa
$1.92M -$171K -1,367 -9%
PAI
752
Pittenger & Anderson Inc
Nebraska
$1.91M +$3.12K +25 +0.2%
SFS
753
Sowell Financial Services
Arkansas
$1.91M +$18.9K +151 +1%
DWP
754
Daymark Wealth Partners
Ohio
$1.89M +$296K +2,373 +20%
WI
755
Wintrust Investments
Illinois
$1.87M +$749 +6 +0%
AWM
756
Accel Wealth Management
Iowa
$1.87M +$220K +1,765 +14%
ZCI
757
Zevenbergen Capital Investments
Washington
$1.87M
MPPW
758
Mitchell & Pahl Private Wealth
Oklahoma
$1.86M -$142K -1,138 -7%
CCM
759
Chickasaw Capital Management
Tennessee
$1.84M +$121K +965 +7%
LTAS
760
Linden Thomas Advisory Services
North Carolina
$1.84M +$89.7K +718 +5%
KeyBank National Association
761
KeyBank National Association
Ohio
$1.84M -$29.2K -234 -2%
Robeco Institutional Asset Management
762
Robeco Institutional Asset Management
Netherlands
$1.83M
TCOT
763
Trust Company of Toledo
Ohio
$1.83M +$470K +3,766 +37%
HCA
764
Harbor Capital Advisors
Illinois
$1.82M +$1.73M +13,833 New
CI
765
CAZ Investments
Texas
$1.81M
SWA
766
SFMG Wealth Advisors
Texas
$1.81M -$75.1K -601 -4%
PMSA
767
Patrick M. Sweeney & Associates
Illinois
$1.81M +$15K +120 +0.9%
ISWM
768
Independent Solutions Wealth Management
New York
$1.8M -$102K -815 -6%
DWM
769
Dakota Wealth Management
Florida
$1.8M +$499K +3,999 +41%
RSA
770
River Street Advisors
Illinois
$1.79M +$387K +3,096 +29%
KA
771
Kovack Advisors
Florida
$1.79M -$304K -2,438 -15%
MPCG
772
Matrix Private Capital Group
New York
$1.79M +$749 +6 +0%
GIA
773
Gateway Investment Advisers
Ohio
$1.78M -$58.6K -469 -3%
SMC
774
Smith, Moore & Co
Missouri
$1.78M -$9.99K -80 -0.6%
S
775
SignatureFD
Georgia
$1.78M +$109K +873 +7%

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.