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Blackstone
BX

Overview Fund Activity

1,000 hedge funds and large institutions have $17.2B invested in Blackstone in 2020 Q1 according to their latest regulatory filings, with 143 funds opening new positions, 376 increasing their positions, 349 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,000
Holders Change
+2
Holders Change %
+0.2%
% of All Funds
22.09%
Holding in Top 10
56
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+7.69%
% of All Funds
1.24%
New
143
Increased
376
Reduced
349
Closed
129
Calls
$434M
Puts
$590M
Net Calls
-$156M
Net Calls Change
+$199M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$501M
2
Bessemer Group
Bessemer Group
New Jersey
+$227M
3
Capital International Investors
Capital International Investors
California
+$100M
4
BlackRock
BlackRock
New York
+$66.9M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$63.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$347M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$168M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$131M
4
GQG Partners
GQG Partners
Florida
-$120M
5
Capital World Investors
Capital World Investors
California
-$113M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
901
Atticus Wealth Management
Florida
$46K – – –
SMFS
902
Squar Milner Financial Services
California
$43K -$135K -2,975 -76%
GTAM
903
Global Trust Asset Management
Florida
$43K – – –
JWA
904
JFS Wealth Advisors
Pennsylvania
$41K +$41K +900 New
FA
905
Fortis Advisors
Pennsylvania
$41K +$41K +900 New
EWM
906
Endurance Wealth Management
Rhode Island
$39K +$23.1K +500 +145%
BC
907
Bartlett & Co
Ohio
$38K +$38K +831 New
DCM
908
Davis Capital Management
Florida
$38K +$38K +844 New
BCWM
909
Bartlett & Co Wealth Management
Ohio
$37.9K – – –
IRC
910
Investors Research Corp
Georgia
$36K – – –
BFC
911
Bedel Financial Consulting
Indiana
$36K – – –
TF
912
TimeScale Financial
Massachusetts
$35K – – –
VRM
913
Vectors Research Management
New York
$34K +$34K +750 New
SIS
914
Sound Income Strategies
Florida
$33K +$3.55K +77 +12%
POIA
915
Pin Oak Investment Advisors
Texas
$33K +$22.1K +489 +204%
CAGAS
916
Capital Advisory Group Advisory Services
Minnesota
$31K +$31K +665 New
MWC
917
MBM Wealth Consultants
Missouri
$30K +$30K +650 New
OFG
918
OmniStar Financial Group
North Carolina
$30K +$30K +655 New
FBT
919
First Bank & Trust
South Dakota
$30K +$30K +665 New
LWCFA
920
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$28K – – –
BII
921
Bainco International Investors
Massachusetts
$27K +$27K +598 New
WCG
922
Weaver Consulting Group
California
$26K -$73.4K -1,620 -74%
LWA
923
Lenox Wealth Advisors
New York
$26K – – –
TC
924
Trust Company
Kansas
$26K – – –
FP
925
Financial Perspectives
Minnesota
$25.5K – – –
35 36
37
38 39