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Blackstone

1,848 hedge funds and large institutions have $65.1B invested in Blackstone in 2024 Q1 according to their latest regulatory filings, with 164 funds opening new positions, 715 increasing their positions, 682 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 164 | Existing positions closed: 98

2% more funds holding

Funds holding: 1,8091,848 (+39)

5% more repeat investments, than reductions

Existing positions increased: 715 | Existing positions reduced: 682

4.73% less ownership

Funds ownership: 74.23%69.5% (-4.7%)

6% less capital invested

Capital invested by funds: $69B → $65.1B (-$3.88B)

26% less funds holding in top 10

Funds holding in top 10: 8865 (-23)

49% less call options, than puts

Call options by funds: $1.62B | Put options by funds: $3.15B

Holders
1,848
Holders Change
+39
Holders Change %
+2.16%
% of All Funds
26.62%
Holding in Top 10
65
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-26.14%
% of All Funds
0.94%
New
164
Increased
715
Reduced
682
Closed
98
Calls
$1.62B
Puts
$3.15B
Net Calls
-$1.53B
Net Calls Change
-$1.19B
Name Holding Trade Value Shares
Change
Change in
Stake
HIC
876
Hartline Investment Corp
Illinois
$1.34M +$1.27M +10,205 New
CRWM
877
Castle Rock Wealth Management
California
$1.34M -$86K -689 -6%
SCTC
878
Sanibel Captiva Trust Company
Florida
$1.34M +$693K +5,552 +120%
RA
879
RFG Advisory
Alabama
$1.34M +$2.37K +19 +0.2%
NP
880
NorthRock Partners
Minnesota
$1.33M -$85.9K -688 -6%
FFG
881
Fortem Financial Group
California
$1.33M +$201K +1,613 +19%
LFAS
882
Level Four Advisory Services
Texas
$1.32M
MYAM
883
Meiji Yasuda Asset Management
Japan
$1.32M +$235K +1,880 +23%
BP
884
Ballentine Partners
Massachusetts
$1.32M +$58.1K +465 +5%
DLHL
885
Donald L. Hagan LLC
Florida
$1.31M
IWM
886
IHT Wealth Management
Illinois
$1.31M +$544K +4,356 +78%
UBG
887
United Bank (Georgia)
Georgia
$1.3M -$8.74K -70 -0.7%
BL
888
Balentine LLC
Georgia
$1.29M +$427K +3,423 +53%
FDS
889
First Dallas Securities
Texas
$1.29M -$418K -3,350 -25%
VWMG
890
Virginia Wealth Management Group
Virginia
$1.28M -$26.6K -213 -2%
MGIA
891
Moneta Group Investment Advisors
Missouri
$1.28M +$30.7K +246 +3%
SCA
892
Sandy Cove Advisors
Massachusetts
$1.28M +$2.12K +17 +0.2%
ST
893
Sabal Trust
Florida
$1.27M -$194K -1,552 -14%
LIA
894
LBMC Investment Advisors
Tennessee
$1.27M +$125K +1,002 +12%
CTC
895
Central Trust Company
Missouri
$1.27M -$2.75K -22 -0.2%
ACM
896
Ayrshire Capital Management
Connecticut
$1.26M -$3.72M -29,799 -76%
KOC
897
Koss-Olinger Consulting
Florida
$1.26M +$942K +7,542 +371%
SMA
898
Sage Mountain Advisors
Georgia
$1.25M +$450K +3,604 +61%
AWG
899
Altus Wealth Group
Colorado
$1.25M +$494K +3,955 +71%
HKAM
900
Horizon Kinetics Asset Management
New York
$1.25M -$42.5K -340 -3%

BX Hedge Fund Activity: Q1 2024 in Review

1,848 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Blackstone (BX) for Q1 2024, worth a combined $65.1B — down 5.6% from $69B a quarter earlier.

Buyers outnumbered sellers: 164 funds opened new BX positions and 98 closed out — a net gain of 66 holders — while 715 added to existing stakes and 682 trimmed.

The largest buyer was Capital World Investors, adding an estimated $318M. The largest seller was Morgan Stanley, cutting an estimated $2.98B.

  • 1,848 institutional investors held Blackstone (BX) as of Q1 2024, up from 1,809 in Q4 2023.
  • Funds reported $65.1B of Blackstone stock for Q1 2024, down 5.6% quarter-over-quarter.
  • 164 funds opened new Blackstone positions in Q1 2024 and 98 closed out, a net change of +66 holders.
  • The largest Blackstone buyer in Q1 2024 was Capital World Investors, an estimated $318M added.
  • The largest Blackstone seller in Q1 2024 was Morgan Stanley, an estimated $2.98B sold.

Based on aggregated 13F filings for Q1 2024.