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Blackstone
BX

Overview Fund Activity

1,336 hedge funds and large institutions have $42.1B invested in Blackstone in 2021 Q2 according to their latest regulatory filings, with 199 funds opening new positions, 486 increasing their positions, 426 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,336
Holders Change
+132
Holders Change %
+10.96%
% of All Funds
23.32%
Holding in Top 10
73
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+35.19%
% of All Funds
1.27%
New
199
Increased
486
Reduced
426
Closed
54
Calls
$634M
Puts
$739M
Net Calls
-$105M
Net Calls Change
-$41.3M

Top Buyers

1
State Street
State Street
Massachusetts
+$756M
2
BlackRock
BlackRock
New York
+$713M
3
GQG Partners
GQG Partners
Florida
+$234M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$212M
5
Deutsche Bank
Deutsche Bank
Germany
+$210M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.54B
2
ClearBridge Investments
ClearBridge Investments
New York
-$223M
3
FCIM
Fairview Capital Investment Management
California
-$179M
4
FCM
Farallon Capital Management
California
-$147M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
PJSIMP
851
P.J. Schmidt Investment Management (PJS)
Wisconsin
$601K – – –
EA
852
Emerald Advisers
Pennsylvania
$601K +$601K +6,192 New
CWM
853
Centric Wealth Management
Illinois
$600K -$508K -5,231 -46%
CA
854
Continuum Advisory
Idaho
$599K +$599K +6,170 New
GAM
855
Gotham Asset Management
New York
$596K +$22.8K +235 +4%
NFSG
856
Newbridge Financial Services Group
Florida
$593K +$182K +1,869 +44%
RC
857
RegentAtlantic Capital
New Jersey
$592K +$81K +835 +16%
CFMC
858
Curbstone Financial Management Corp
New Hampshire
$587K – – –
MC
859
Mathes Company
New York
$587K +$10.7K +110 +2%
PAWC
860
P.A.W. Capital
Connecticut
$583K -$97.2K -1,000 -14%
SACTSONJ
861
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$583K – – –
MCA
862
Mercer Capital Advisers
New Jersey
$583K – – –
Lazard Asset Management
863
Lazard Asset Management
New York
$582K – – –
BFA
864
Beaumont Financial Advisors
Massachusetts
$581K +$87.3K +899 +18%
AC
865
Addison Capital
Pennsylvania
$580K +$2.23K +23 +0.4%
BPA
866
Beacon Pointe Advisors
California
$580K +$580K +5,974 New
BFM
867
Boothbay Fund Management
New York
$579K -$1.11M -11,474 -66%
CCM
868
Cullen Capital Management
New York
$577K -$45.7K -470 -7%
CA
869
Calton & Associates
Florida
$574K -$26.2K -270 -4%
ACM
870
Alethea Capital Management
Washington
$573K -$214K -2,200 -27%
MGIA
871
Moneta Group Investment Advisors
Missouri
$572K +$109K +1,125 +24%
VWM
872
Valley Wealth Managers
New Jersey
$571K – – –
DW
873
Domani Wealth
Pennsylvania
$568K – – –
AC
874
Apella Capital
Connecticut
$567K +$57.2K +589 +11%
TMAM
875
Tokio Marine Asset Management
Japan
$565K +$90.9K +936 +19%
33 34
35
36 37