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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 %
HCM
826
Howland Capital Management
Massachusetts
$205K -$21.4K -470 -9%
ADL
827
Asset Dedication LLC
California
$205K – – –
SIC
828
Shoker Investment Counsel
Ohio
$203K -$91K -1,999 -31%
1IA
829
1834 Investment Advisors
Wisconsin
$203K – – –
JWCA
830
J.W. Cole Advisors
Florida
$201K -$976K -21,463 -83%
SDAM
831
Shulman DeMeo Asset Management
New York
$201K -$85.3K -1,875 -30%
AIM
832
Anchor Investment Management
South Carolina
$201K +$54.7K +1,200 +38%
TC
833
Truvestments Capital
Florida
$197K -$765K -16,820 -80%
JCM
834
Jacobi Capital Management
Pennsylvania
$193K -$42.4K -931 -18%
TCOV
835
Trust Company of Vermont
Vermont
$193K +$174K +3,825 +900%
LC
836
Lindbrook Capital
California
$189K – – –
WAP
837
Wealthcare Advisory Partners
Pennsylvania
$188K +$110K +2,419 +142%
ACA
838
Atlas Capital Advisors
Wyoming
$187K -$18.2K -400 -9%
SMH
839
Sanders Morris Harris
Texas
$183K +$167K +333,400 +1,058%
LB
840
Legacy Bridge
Iowa
$182K -$45.5K -1,000 -20%
ST
841
Smithfield Trust
Pennsylvania
$178K -$1.36K -30 -0.8%
PCIA
842
Prime Capital Investment Advisors
Kansas
$176K +$176K +3,868 New
GAM
843
Guinness Asset Management
United Kingdom
$175K -$13.7K -300 -7%
CAM
844
CenterStar Asset Management
Illinois
$167K -$293K – –
PG
845
Proffitt & Goodson
Tennessee
$162K -$13.7K -300 -8%
SL
846
Salomon & Ludwin
Virginia
$162K – – –
FCA
847
FinTrust Capital Advisors
South Carolina
$157K -$194K -4,247 -55%
TRCT
848
Tower Research Capital (TRC)
New York
$152K +$152K +3,339 New
CWP
849
CFM Wealth Partners
Texas
$141K – – –
GWS
850
Glassman Wealth Services
Virginia
$138K +$136 +3 +0.1%
32 33
34
35 36