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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 %
Cerity Partners
776
Cerity Partners
New York
$259K +$32.9K +721 +15%
NP
777
NorthRock Partners
Minnesota
$257K -$35.2K -773 -12%
MHIC
778
Marble Harbor Investment Counsel
Massachusetts
$255K -$22.8K -500 -8%
PFGIA
779
Patriot Financial Group Insurance Agency
Massachusetts
$255K +$35.4K +776 +16%
JFA
780
Johanson Financial Advisors
California
$253K -$9.24M -203,128 -97%
FFS
781
Founders Financial Securities
Maryland
$252K +$45.7K +1,003 +22%
TFCP
782
Twin Focus Capital Partners
Massachusetts
$251K – – –
ECM
783
Evergreen Capital Management
Washington
$250K +$1.37K +30 +0.6%
PIA
784
Powell Investment Advisors
Florida
$247K +$22.8K +500 +10%
TA
785
Tiedemann Advisors
New York
$246K +$246K +5,400 New
STA
786
Summit Trail Advisors
New York
$243K +$243K +5,339 New
GIA
787
Gladstone Institutional Advisory
Florida
$242K -$90.8K -1,993 -27%
VCA
788
Verdence Capital Advisors
Maryland
$242K +$75.8K +1,666 +46%
BB
789
Busey Bank
Illinois
$239K – – –
APP
790
Avantax Planning Partners
Iowa
$239K +$45.6K +1,000 +24%
RC
791
RegentAtlantic Capital
New Jersey
$239K +$239K +5,248 New
BWA
792
BDO Wealth Advisors
Florida
$238K +$238K +5,213 New
QPWM
793
Quadrant Private Wealth Management
Pennsylvania
$237K +$32.3K +711 +16%
FLPIM
794
F.L. Putnam Investment Management
Massachusetts
$237K +$237K +5,194 New
CFG
795
Citizens Financial Group
Rhode Island
$237K +$237K +5,209 New
GLLW
796
Graves Light Lenhart Wealth
Virginia
$235K – – –
CFD
797
Creative Financial Designs
Indiana
$235K +$56.9K +1,250 +32%
CFG
798
Cooper Financial Group
California
$233K +$49.2K +1,077 +27%
PP
799
PagnatoKarp Partners
Virginia
$231K -$44.8K -982 -16%
GC
800
Guggenheim Capital
Illinois
$230K -$129K -2,822 -36%
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