BX icon

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 %
MNBTD
826
Moody National Bank Trust Division
Texas
$840K – – –
CFG
827
Cooper Financial Group
California
$836K -$14.1K -160 -2%
CTC
828
Central Trust Company
Missouri
$836K +$252K +2,865 +43%
MIH
829
Meitav Investment House
Israel
$825K -$1.49M -16,410 -64%
API
830
Advisor Partners II
California
$825K +$148K +1,685 +22%
MA
831
MONECO Advisors
Connecticut
$818K +$28.2K +321 +4%
CF
832
Cantor Fitzgerald
New York
$817K +$14.9K +170 +2%
DWM
833
Dakota Wealth Management
Florida
$817K +$69.5K +791 +9%
HCP
834
Hexagon Capital Partners
Arkansas
$816K -$71.2K -811 -8%
SPIO
835
Seven Post Investment Office
California
$813K -$6.32K -72 -0.8%
BF
836
BOK Financial
Oklahoma
$810K -$445K -5,068 -35%
NL
837
NWAM LLC
Washington
$809K +$4.13K +47 +0.5%
LIG
838
Lokken Investment Group
Delaware
$806K -$12.3K -140 -2%
FPF
839
First Pacific Financial
Washington
$801K -$3.6K -41 -0.4%
FCI
840
Financial Counselors Inc
Kansas
$798K -$145K -1,654 -15%
CGL
841
Clarius Group LLC
Washington
$796K +$38.6K +440 +5%
LSA
842
Lion Street Advisors
Texas
$795K +$795K +9,056 New
AR
843
Advisory Research
Illinois
$795K – – –
PWM
844
PBMares Wealth Management
Virginia
$791K +$439K +5,000 +125%
CSPIA
845
Cary Street Partners Investment Advisory
Virginia
$790K -$15.6K -178 -2%
PNAA
846
Pictet North America Advisors
Switzerland
$788K -$1.26M -14,400 -62%
RG
847
Retirement Group
California
$786K -$24.9K -284 -3%
MFA
848
Mayflower Financial Advisors
Massachusetts
$785K -$6.68K -76 -0.8%
DIP
849
Davis Investment Partners
North Carolina
$785K – – –
LFAS
850
Level Four Advisory Services
Texas
$782K +$211K +2,405 +37%
32 33
34
35 36