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Blackstone
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Overview Fund Activity

1,336 hedge funds and large institutions have $42.1B invested in Blackstone in 2021 Q2 according to their latest regulatory filings, with 199 funds opening new positions, 486 increasing their positions, 426 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,336
Holders Change
+132
Holders Change %
+10.96%
% of All Funds
23.32%
Holding in Top 10
73
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+35.19%
% of All Funds
1.27%
New
199
Increased
486
Reduced
426
Closed
54
Calls
$634M
Puts
$739M
Net Calls
-$105M
Net Calls Change
-$41.3M

Top Buyers

1
State Street
State Street
Massachusetts
+$756M
2
BlackRock
BlackRock
New York
+$713M
3
GQG Partners
GQG Partners
Florida
+$234M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$212M
5
Deutsche Bank
Deutsche Bank
Germany
+$210M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.54B
2
ClearBridge Investments
ClearBridge Investments
New York
-$223M
3
FCIM
Fairview Capital Investment Management
California
-$179M
4
FCM
Farallon Capital Management
California
-$147M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPWA
926
Cerro Pacific Wealth Advisors
California
$459K +$459K +4,729 New
WA
927
WealthTrust Axiom
Pennsylvania
$456K – – –
RWA
928
Ropes Wealth Advisors
Massachusetts
$455K – – –
BCM
929
Brookstone Capital Management
Illinois
$452K +$452K +4,524 New
SFA
930
Sequoia Financial Advisors
Ohio
$451K +$75.4K +777 +20%
CPA
931
Cowen Prime Advisors
New York
$447K -$194K -2,000 -30%
S
932
SignatureFD
Georgia
$445K -$41.7K -429 -9%
ISL
933
Ingalls & Snyder LLC
New York
$445K – – –
I
934
INVST
Indiana
$445K +$89.3K +874 +25%
MTC
935
McDaniel Terry & Co
Texas
$444K – – –
CTC
936
Central Trust Company
Missouri
$442K -$1.45K -15 -0.3%
PWLP
937
Prio Wealth Limited Partnership
Massachusetts
$442K +$388 +4 +0.1%
FWM
938
Fairhaven Wealth Management
Illinois
$442K +$39.2K +404 +10%
BP
939
BBR Partners
New York
$438K -$259K -2,664 -37%
MHIC
940
Marble Harbor Investment Counsel
Massachusetts
$437K – – –
QAM
941
QCI Asset Management
New York
$435K – – –
PWM
942
Prentice Wealth Management
New York
$434K +$19.2K +198 +5%
TI
943
Tidal Investments
Wisconsin
$434K +$101K +1,040 +30%
MCM
944
Murphy Capital Management
New Jersey
$432K +$432K +4,454 New
CWM
945
Calamos Wealth Management
Illinois
$428K +$69.5K +715 +19%
WB
946
WesBanco Bank
West Virginia
$428K +$428K +4,407 New
GAM
947
Guinness Asset Management
United Kingdom
$426K +$87.3K +900 +26%
MAA
948
Mraz Amerine & Associates
California
$425K -$613K -6,315 -59%
CQS
949
Credential Qtrade Securities
$425K +$425K +4,370 New
MWA
950
Meridian Wealth Advisors
Texas
$423K -$136K -1,399 -24%
36 37
38
39 40