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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 %
AFG
901
Atomi Financial Group
New York
$665K +$665K +7,571 New
JWM
902
Jeppson Wealth Management
California
$661K -$17.8K -203 -3%
PPWM
903
Paragon Private Wealth Management
Kentucky
$660K +$77.2K +879 +13%
FWCM
904
Ferguson Wellman Capital Management
Oregon
$659K -$72.1K -821 -10%
EPA
905
Element Pointe Advisors
Florida
$659K +$26.4K +300 +4%
WAM
906
WNY Asset Management
New York
$657K -$176K -2,000 -21%
BMWM
907
Brown Miller Wealth Management
Virginia
$655K +$351 +4 +0.1%
SCA
908
Sippican Capital Advisors
Massachusetts
$655K – – –
DT
909
Diversified Trust
Tennessee
$654K -$351K -4,001 -35%
ACIM
910
Azimuth Capital Investment Management
Michigan
$654K – – –
GBWM
911
Granite Bay Wealth Management
New Hampshire
$654K +$161K +1,835 +33%
HWM
912
Heirloom Wealth Management
Colorado
$651K -$75K -854 -10%
CIA
913
Choate Investment Advisors
Massachusetts
$650K – – –
LW
914
Linscomb Wealth
Texas
$642K -$361K -4,109 -36%
HTC
915
Haverford Trust Company
Pennsylvania
$641K -$38.8K -442 -6%
SRC
916
Sage Rhino Capital
California
$641K +$641K +7,299 New
PJSIMP
917
P.J. Schmidt Investment Management (PJS)
Wisconsin
$636K -$82K -941 -11%
NAS
918
Nicolet Advisory Services
Wisconsin
$635K +$635K +7,730 New
EWM
919
EPG Wealth Management
Georgia
$634K +$161K +1,836 +34%
GGS
920
Galvin Gaustad & Stein
Arizona
$633K -$27.6K -314 -4%
HKAM
921
Horizon Kinetics Asset Management
New York
$628K +$51.8K +590 +9%
SEP
922
Southland Equity Partners
Missouri
$624K +$43K +489 +7%
WWM
923
Westwood Wealth Management
California
$624K -$145K -1,650 -19%
CIA
924
Cladis Investment Advisory
Montana
$624K -$43.9K -500 -7%
AFG
925
Alterity Financial Group
Maine
$622K +$21.4K +244 +4%
35 36
37
38 39