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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 %
TA
851
Tiedemann Advisors
New York
$774K +$774K +8,815 New
DTL
852
Dynamic Technology Lab
Singapore
$773K +$773K +8,800 New
LBC
853
Lowe Brockenbrough & Co
Virginia
$772K +$23.5K +267 +3%
LI
854
Latash Investments
Alaska
$771K – – –
CW
855
CreativeOne Wealth
Kansas
$770K +$50.8K +578 +7%
PWM
856
Palumbo Wealth Management
New York
$768K -$50K -569 -6%
DZ Bank
857
DZ Bank
Germany
$767K +$11.4K +130 +2%
SFI
858
Siemens Fonds Invest
Germany
$765K +$36.3K +413 +5%
GIA
859
Guyasuta Investment Advisors
Pennsylvania
$764K +$264K +3,000 +53%
PCG
860
Prosperity Consulting Group
Maryland
$762K +$57.2K +651 +8%
AO
861
Advisor OS
Illinois
$761K +$49.9K +568 +7%
NDSI
862
Newman Dignan & Sheerar Inc
Rhode Island
$759K -$26K -296 -3%
LIA
863
LBMC Investment Advisors
Tennessee
$759K +$176 +2 +0%
FMAEN1
864
Fund Management at Engine No 1
California
$757K +$78.4K +892 +12%
CRI
865
Colonial River Investments
Virginia
$754K -$85.1K -969 -10%
MSCM
866
McElhenny Sheffield Capital Management
Texas
$748K – – –
AF
867
Apexium Financial
Texas
$746K +$176 +2 +0%
MFG
868
MidWestOne Financial Group
Iowa
$738K +$163K +1,850 +28%
FNT
869
First National Trust
Pennsylvania
$734K +$41.7K +475 +6%
MRCM
870
M&R Capital Management
New Jersey
$733K – – –
OCAM
871
Onex Canada Asset Management
Ontario, Canada
$729K – – –
HEIP
872
Hudson Edge Investment Partners
New Jersey
$728K +$28.4K +324 +4%
AC
873
Avory & Company
Florida
$726K +$420K +4,777 +137%
HSA
874
HBK Sorce Advisory
Pennsylvania
$725K +$725K +8,254 New
BFEC
875
Benjamin F. Edwards & Company
Missouri
$725K +$126K +1,435 +21%
33 34
35
36 37