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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 %
GCM
926
Gables Capital Management
Florida
$622K – – –
EFMC
927
Empire Financial Management Company
New York
$621K +$621K +7,072 New
FFN
928
Focus Financial Network
Minnesota
$617K +$9.58K +109 +2%
EM
929
Excalibur Management
Massachusetts
$616K +$3.43K +39 +0.6%
NFSG
930
Newbridge Financial Services Group
Florida
$616K -$9.84K -112 -2%
AGC
931
Aspen Grove Capital
Colorado
$615K +$23.9K +272 +4%
NW
932
Naviter Wealth
Arkansas
$615K -$88 -1 -0%
MMG
933
Monetary Management Group
Missouri
$615K – – –
LC
934
LCNB Corp
Ohio
$613K +$29K +330 +5%
WA
935
WealthTrust Axiom
Pennsylvania
$612K +$2.11K +24 +0.3%
WAM
936
Walker Asset Management
Missouri
$612K +$18.9K +215 +3%
SCA
937
St. Clair Advisors
Ohio
$610K +$610K +6,950 New
ONB
938
Old National Bancorp
Indiana
$607K -$84K -956 -12%
VCM
939
Virtue Capital Management
Tennessee
$604K +$10.2K +120 +2%
PFA
940
Pathway Financial Advisers
Indiana
$604K +$152K +1,733 +34%
XS
941
XR Securities
Illinois
$603K +$90.7K +1,033 +18%
QI
942
Qtron Investments
Massachusetts
$603K -$122K -1,389 -17%
SC
943
SouthState Corp
Florida
$600K -$24.7K -281 -4%
PEA
944
Park Edge Advisors
Ohio
$600K +$9.93K +113 +2%
WA
945
WBH Advisory
Maryland
$599K +$599K +6,825 New
FPA
946
First Pacific Advisors
California
$597K – – –
EW
947
Element Wealth
Mississippi
$597K +$1.85K +21 +0.3%
AC
948
Addison Capital
Pennsylvania
$591K -$71K -808 -11%
HH
949
Hilltop Holdings
Texas
$588K +$285K +3,249 +94%
KeyBank National Association
950
KeyBank National Association
Ohio
$587K +$100K +1,141 +21%
36 37
38
39 40