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Blackstone
BX

Overview Fund Activity

1,020 hedge funds and large institutions have $21B invested in Blackstone in 2020 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 401 increasing their positions, 337 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,020
Holders Change
+3
Holders Change %
+0.29%
% of All Funds
20.64%
Holding in Top 10
38
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-29.63%
% of All Funds
0.77%
New
90
Increased
401
Reduced
337
Closed
80
Calls
$490M
Puts
$582M
Net Calls
-$92.9M
Net Calls Change
-$139M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$247M
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$206M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$123M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$98.8M
5
MC
Maverick Capital
Texas
+$85.3M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$284M
2
ECU
Egerton Capital (UK)
United Kingdom
-$120M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$94.9M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$54.8M
5
CIC
Chilton Investment Company
Connecticut
-$52.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFA
901
JNBA Financial Advisors
Minnesota
$100K +$887 +17 +0.9%
AWA
902
Arkadios Wealth Advisors
Georgia
$95.7K +$95.7K +1,715 New
GWMIA
903
Global Wealth Management Investment Advisory
Florida
$95K -$18.9K -364 -17%
M
904
MOTCO
Texas
$94K – – –
CFN
905
Cordasco Financial Network
Florida
$92K +$682 +13 +0.7%
SFG
906
Sowa Financial Group
Rhode Island
$91K – – –
VRM
907
Vectors Research Management
New York
$91K – – –
RCG
908
Ruggie Capital Group
Florida
$86K +$624 +12 +0.7%
MCM
909
Manchester Capital Management
Vermont
$85K – – –
AP
910
Arlington Partners
Alabama
$83K -$40.8K -778 -33%
CB
911
Community Bank
New York
$81K +$75.8K +1,450 +1,450%
SIA
912
SeaBridge Investment Advisors
New Jersey
$78K – – –
RIM
913
Rockbridge Investment Management
New York
$78K +$209 +4 +0.3%
DAM
914
Delta Asset Management
Tennessee
$78K +$2.6K +50 +3%
PCM
915
Penserra Capital Management
California
$76K +$76K +1,463 New
TPCW
916
TD Private Client Wealth
New York
$74.5K – – –
HWA
917
HHM Wealth Advisors
Tennessee
$73K – – –
ONST
918
Old North State Trust
North Carolina
$69K +$69K +1,331 New
KCM
919
Kathmere Capital Management
Pennsylvania
$65K +$65K +1,244 New
PCG
920
Private Capital Group
Connecticut
$64K -$13K -248 -17%
SWM
921
Strategic Wealth Management
Washington
$61K -$2.73M -51,960 -98%
SBL
922
Sargent Bickham Lagudis
Colorado
$61K – – –
BWM
923
Baystate Wealth Management
Massachusetts
$61K +$52 +1 +0.1%
C
924
Cerebellum
California
$61K +$61K +1,173 New
MA
925
MCF Advisors
Kentucky
$58K +$207 +4 +0.4%
35 36
37
38 39