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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 %
CCMW
926
Cypress Capital Management (Wyoming)
Wyoming
$25K – – –
LIA
927
LS Investment Advisors
Michigan
$24K -$123K -2,644 -84%
WB
928
Webster Bank
Connecticut
$24K -$32K -699 -57%
BWA
929
Burt Wealth Advisors
Maryland
$24K – – –
OPS
930
Orion Portfolio Solutions
Nebraska
$23K -$11.7K -253 -34%
S
931
Seeyond
France
$23K -$175 -61 -0.8%
CAL
932
Capital Advisors Ltd
Ohio
$23K – – –
FFC
933
First Financial Corp
Indiana
$23K – – –
CHA
934
Carmichael Hill & Associates
Maryland
$23K – – –
CQS
935
Credential Qtrade Securities
$22.8K +$22.8K +500 New
FHA
936
First Horizon Advisors
Tennessee
$22K +$3.14K +71 +17%
OSAM
937
O'Shaughnessy Asset Management
Connecticut
$21K -$95.7K -2,118 -82%
PFO
938
Pathstone Family Office
New Jersey
$19K +$19K +407 New
TIM
939
Tortoise Investment Management
New York
$18K – – –
MF
940
Manchester Financial
California
$18K – – –
MPWT
941
MassMutual Private Wealth & Trust
Connecticut
$18K +$18K +400 New
FWM
942
FSA Wealth Management
Massachusetts
$16K -$30.1K -658 -65%
AWM
943
AllSquare Wealth Management
New York
$16K – – –
TCM
944
Tradewinds Capital Management
Washington
$16K +$1.14K +25 +8%
ME
945
McIlrath & Eck
Washington
$16K +$7.21K +156 +82%
MLL
946
Moody Lynn & Lieberson
Massachusetts
$15.5K +$3.53K +77,532 +30%
SNT
947
Security National Trust
West Virginia
$15K – – –
FCB
948
First Command Bank
Texas
$15K +$15K +333 New
FCFS
949
First Command Financial Services
Texas
$15K +$15K +333 New
AWM
950
Avior Wealth Management
Nebraska
$14K – – –
36 37
38
39 40