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Blackstone

1,848 hedge funds and large institutions have $65.1B invested in Blackstone in 2024 Q1 according to their latest regulatory filings, with 164 funds opening new positions, 715 increasing their positions, 682 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 164 | Existing positions closed: 98

2% more funds holding

Funds holding: 1,8091,848 (+39)

5% more repeat investments, than reductions

Existing positions increased: 715 | Existing positions reduced: 682

4.73% less ownership

Funds ownership: 74.23%69.5% (-4.7%)

6% less capital invested

Capital invested by funds: $69B → $65.1B (-$3.88B)

26% less funds holding in top 10

Funds holding in top 10: 8865 (-23)

49% less call options, than puts

Call options by funds: $1.62B | Put options by funds: $3.15B

Holders
1,848
Holders Change
+39
Holders Change %
+2.16%
% of All Funds
26.62%
Holding in Top 10
65
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-26.14%
% of All Funds
0.94%
New
164
Increased
715
Reduced
682
Closed
98
Calls
$1.62B
Puts
$3.15B
Net Calls
-$1.53B
Net Calls Change
-$1.19B
Name Holding Trade Value Shares
Change
Change in
Stake
PNAA
926
Pictet North America Advisors
Switzerland
$1.16M
HSA
927
HBK Sorce Advisory
Pennsylvania
$1.16M +$219K +1,750 +25%
LCGC
928
Legacy Capital Group California
California
$1.16M -$29.1K -233 -3%
LI
929
Latash Investments
Alaska
$1.15M
PCM
930
Pennsylvania Capital Management
Pennsylvania
$1.14M -$255K -2,038 -19%
NB
931
Nicolet Bankshares
Wisconsin
$1.14M +$7.62K +61 +0.7%
FFWA
932
FRG Family Wealth Advisors
Washington
$1.14M +$250 +2 +0%
HAM
933
Harmony Asset Management
Arizona
$1.14M +$56.2K +450 +5%
EWM
934
EPG Wealth Management
Georgia
$1.14M +$39.2K +314 +4%
FNT
935
First National Trust
Pennsylvania
$1.13M -$12K -96 -1%
DZ Bank
936
DZ Bank
Germany
$1.13M
CNBT
937
Cornerstone National Bank & Trust
Illinois
$1.12M -$24.9K -199 -2%
AF
938
Apexium Financial
Texas
$1.12M -$52.5K -420 -5%
MSCM
939
McElhenny Sheffield Capital Management
Texas
$1.12M
BHB
940
Bank Hapoalim BM
Israel
$1.11M -$266K -2,132 -20%
LWP
941
LMG Wealth Partners
Louisiana
$1.1M +$35K +280 +3%
SB
942
Strategic Blueprint
Georgia
$1.1M +$13.7K +110 +1%
MFA
943
Mayflower Financial Advisors
Massachusetts
$1.1M -$65.1K -521 -6%
BCM
944
Brookstone Capital Management
Illinois
$1.09M +$302K +2,417 +41%
AC
945
Apella Capital
Connecticut
$1.09M +$9.37K +75 +0.9%
TAM
946
Trust Asset Management
Texas
$1.09M
AIP
947
Ameritas Investment Partners
Nebraska
$1.09M -$14.4K -115 -1%
PCG
948
Prosperity Consulting Group
Maryland
$1.09M +$78.7K +630 +8%
LGWM
949
Litman Gregory Wealth Management
California
$1.08M -$287K -2,300 -22%
USB
950
Union Savings Bank
Connecticut
$1.08M -$35.8K -287 -3%

BX Hedge Fund Activity: Q1 2024 in Review

1,848 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Blackstone (BX) for Q1 2024, worth a combined $65.1B — down 5.6% from $69B a quarter earlier.

Buyers outnumbered sellers: 164 funds opened new BX positions and 98 closed out — a net gain of 66 holders — while 715 added to existing stakes and 682 trimmed.

The largest buyer was Capital World Investors, adding an estimated $318M. The largest seller was Morgan Stanley, cutting an estimated $2.98B.

  • 1,848 institutional investors held Blackstone (BX) as of Q1 2024, up from 1,809 in Q4 2023.
  • Funds reported $65.1B of Blackstone stock for Q1 2024, down 5.6% quarter-over-quarter.
  • 164 funds opened new Blackstone positions in Q1 2024 and 98 closed out, a net change of +66 holders.
  • The largest Blackstone buyer in Q1 2024 was Capital World Investors, an estimated $318M added.
  • The largest Blackstone seller in Q1 2024 was Morgan Stanley, an estimated $2.98B sold.

Based on aggregated 13F filings for Q1 2024.