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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 %
DWA
801
Douglass Winthrop Advisors
New York
$911K -$3.07K -35 -0.3%
EDRH
802
Edmond de Rothschild Holding
Switzerland
$908K +$44.4K +505 +5%
JCM
803
Jacobi Capital Management
Pennsylvania
$903K +$87.5K +996 +11%
DAC
804
Dividend Assets Capital
South Carolina
$898K – – –
MFG
805
Merit Financial Group
Georgia
$896K -$349K -3,968 -28%
Credit Agricole
806
Credit Agricole
France
$889K +$793K +9,024 +821%
CRWM
807
Castle Rock Wealth Management
California
$889K -$48.7K -597 -5%
DLG
808
Daniel L. Goodwin
$887K – – –
DLHL
809
Donald L. Hagan LLC
Florida
$878K – – –
RWM
810
Ritholtz Wealth Management
New York
$878K +$122K +1,386 +16%
CWP
811
Curated Wealth Partners
California
$878K – – –
C
812
Chescapmanager
Maryland
$878K +$878K +10,000 New
FFWA
813
FRG Family Wealth Advisors
Washington
$878K +$264 +3 +0%
CA
814
Cullinan Associates
Kentucky
$874K – – –
SCA
815
Sandy Cove Advisors
Massachusetts
$863K +$88 +1 +0%
CT
816
Cambridge Trust
Massachusetts
$859K – – –
IAS
817
Insigneo Advisory Services
Florida
$859K +$201K +2,291 +31%
TWM
818
Tradition Wealth Management
Minnesota
$858K +$20.5K +233 +2%
RWA
819
Rainsberger Wealth Advisors
Colorado
$857K +$211K +2,401 +33%
BFA
820
Beaumont Financial Advisors
Massachusetts
$854K -$12.1K -138 -1%
CCP
821
Carmel Capital Partners
California
$852K -$73.2K -833 -8%
Thrivent Financial for Lutherans
822
Thrivent Financial for Lutherans
Minnesota
$848K +$68.6K +788 +9%
JHCP
823
Jackson Hole Capital Partners
Oklahoma
$842K +$580K +6,603 +221%
JWM
824
Jupiter Wealth Management
Colorado
$841K +$222K +2,525 +36%
WSTAM
825
Wilbanks Smith & Thomas Asset Management
Virginia
$841K +$42.3K +482 +5%
31 32
33
34 35