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Blackstone
BX

Overview Fund Activity

839 hedge funds and large institutions have $17.2B invested in Blackstone in 2019 Q3 according to their latest regulatory filings, with 287 funds opening new positions, 184 increasing their positions, 240 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
839
Holders Change
+201
Holders Change %
+31.5%
% of All Funds
18.43%
Holding in Top 10
47
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+17.5%
% of All Funds
1.03%
New
287
Increased
184
Reduced
240
Closed
82
Calls
$675M
Puts
$841M
Net Calls
-$165M
Net Calls Change
-$151M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$1.73B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$748M
3
ECU
Egerton Capital (UK)
United Kingdom
$614M
4
BlackRock
BlackRock
New York
$592M
5
GQG Partners
GQG Partners
Florida
$328M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$253M
2
Morgan Stanley
Morgan Stanley
New York
$781M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$141M
4
Goldman Sachs
Goldman Sachs
New York
$41.2M
5
UBS Group
UBS Group
Switzerland
$245M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAS
801
Winch Advisory Services
Wisconsin
$17K +$99 +2 +0.6%
AWM
802
Avior Wealth Management
Nebraska
$15K – – –
WC
803
Weil Company
California
$15K +$15K +300 New
KFS
804
Kelly Financial Services
Massachusetts
$14.7K – – –
NL
805
NVWM LLC
Pennsylvania
$13K -$13K -275 -50%
POIA
806
Pin Oak Investment Advisors
Texas
$12K -$4.06M -81,234 -100%
CAL
807
Capital Analysts LLC
Pennsylvania
$12K +$5.16K +113 +75%
1NWS
808
1 North Wealth Services
Maryland
$12K +$12K +240 New
GCM
809
Gables Capital Management
Florida
$12K +$12K +240 New
SWM
810
Selective Wealth Management
Virginia
$12K +$12K +243 New
PCTC
811
Perkins Coie Trust Company
Washington
$11K – – –
TCM
812
Tradewinds Capital Management
Washington
$11K +$11K +225 New
PCA
813
Providence Capital Advisors
North Carolina
$11K +$11K +226 New
SJIM
814
St. Johns Investment Management
Florida
$10K – – –
HGWM
815
Harvest Group Wealth Management
Massachusetts
$10K +$10K +197 New
EWA
816
Evolution Wealth Advisors
Florida
$10K +$10K +198 New
BCWM
817
Bartlett & Co Wealth Management
Ohio
$9.28K +$9.28K +190 New
CHC
818
City Holding Co
West Virginia
$9K – – –
ME
819
McIlrath & Eck
Washington
$9K – – –
BC
820
Bartlett & Co
Ohio
$9K +$9K +190 New
SNT
821
Security National Trust
West Virginia
$8K – – –
IF
822
Ironwood Financial
Arizona
$7K +$7K +150 New
PCG
823
Private Capital Group
Connecticut
$6K -$5.37K -102 -47%
SBL
824
Sargent Bickham Lagudis
Colorado
$6K – – –
TFGT
825
TS Financial Group (TSFG)
Illinois
$6K +$52 +1 +0.9%
31 32
33
34 35