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Blackstone
BX

Overview Fund Activity

1,145 hedge funds and large institutions have $27.2B invested in Blackstone in 2020 Q4 according to their latest regulatory filings, with 195 funds opening new positions, 434 increasing their positions, 331 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,145
Holders Change
+125
Holders Change %
+12.25%
% of All Funds
20.32%
Holding in Top 10
45
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+18.42%
% of All Funds
0.8%
New
195
Increased
434
Reduced
331
Closed
55
Calls
$524M
Puts
$989M
Net Calls
-$465M
Net Calls Change
-$372M

Top Buyers

1
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$156M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$150M
3
Artisan Partners
Artisan Partners
Wisconsin
+$146M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$142M
5
DCP
D1 Capital Partners
New York
+$81.7M

Top Sellers

1
HCM
HMI Capital Management
California
-$173M
2
Capital World Investors
Capital World Investors
California
-$62.3M
3
Capital International Investors
Capital International Investors
California
-$60.7M
4
Millennium Management
Millennium Management
New York
-$53.9M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$41.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
851
Tradition Wealth Management
Minnesota
$332K +$332K +5,129 New
PCTC
852
Perkins Coie Trust Company
Washington
$331K +$317K +4,884 +2,190%
KTC
853
Kistler-Tiffany Companies
Pennsylvania
$329K – – –
QAM
854
QCI Asset Management
New York
$328K +$31.3K +482 +11%
RWP
855
RWA Wealth Partners
Massachusetts
$325K +$325K +5,017 New
SAMH
856
Shanda Asset Management Holdings
British Virgin Islands
$324K -$9.72M -150,000 -97%
RF
857
Rollins Financial
Georgia
$324K +$324K +5,000 New
FI
858
FormulaFolio Investments
Michigan
$323K +$323K +4,986 New
CG
859
Caprock Group
Idaho
$322K +$322K +4,963 New
CIA
860
Choate Investment Advisors
Massachusetts
$321K +$321K +4,950 New
RE
861
RBC Europe
United Kingdom
$319K +$2.66K +41 +0.8%
WA1
862
Wimmer Associates 1
California
$317K – – –
BC
863
Barnett & Company
Tennessee
$316K -$48.1K -745 -13%
JWM
864
Jupiter Wealth Management
Colorado
$308K -$785K -12,100 -72%
RG
865
Retirement Group
California
$306K -$60.8K -939 -17%
AC
866
Avestar Capital
New York
$305K -$25K -387 -8%
WF
867
Welch & Forbes
Massachusetts
$305K – – –
CTC
868
Central Trust Company
Missouri
$305K +$180K +2,779 +144%
WA
869
WealthTrust Axiom
Pennsylvania
$304K – – –
RWA
870
Ropes Wealth Advisors
Massachusetts
$303K +$324 +5 +0.1%
NCM
871
Next Capital Management
New York
$302K -$33.1K -511 -10%
DY
872
Dowling & Yahnke
California
$301K +$39.8K +614 +15%
HR
873
Hayden Royal
North Carolina
$299K – – –
MTC
874
McDaniel Terry & Co
Texas
$297K +$297K +4,575 New
APP
875
Avantax Planning Partners
Iowa
$296K -$48.9K -756 -14%
33 34
35
36 37