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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 %
DTIM
951
Danda Trouve Investment Management
Kansas
$14K +$9.33K +200 +200%
HFA
952
HC Financial Advisors
California
$14K +$14K +300 New
KFS
953
Kelly Financial Services
Massachusetts
$13.7K -$4.56K -100 -25%
CFFP
954
Center for Financial Planning
Michigan
$13K +$13K +284 New
FNBOSM
955
First National Bank of South Miami
Florida
$11K – – –
GCM
956
Gables Capital Management
Florida
$11K – – –
SWM
957
Selective Wealth Management
Virginia
$11K +$133 +3 +1%
VCM
958
Versant Capital Management
Arizona
$11K +$11K +248 New
WQ
959
Wealth Quarterback
New Jersey
$10.8K +$10.8K +237 New
PCTC
960
Perkins Coie Trust Company
Washington
$10K – – –
HFM
961
Hartford Financial Management
Connecticut
$10K +$93 +2 +0.9%
PCA
962
Providence Capital Advisors
North Carolina
$10K +$88 +2 +0.9%
AIC
963
Archer Investment Corporation
Indiana
$10K +$455 +10 +5%
AGA
964
Accuvest Global Advisors
Utah
$10K +$10K +224 New
QAM
965
QCI Asset Management
New York
$9K -$4.5K -100 -33%
CHC
966
City Holding Co
West Virginia
$9K – – –
SJIM
967
St. Johns Investment Management
Florida
$9K – – –
HGWM
968
Harvest Group Wealth Management
Massachusetts
$9K +$90 +2 +1%
EWA
969
Evolution Wealth Advisors
Florida
$9K +$9K +198 New
PCMK
970
Paragon Capital Management (Kansas)
Kansas
$9K +$9K +200 New
CCA
971
Column Capital Advisors
Indiana
$8K +$8K +170 New
CAL
972
Capital Analysts LLC
Pennsylvania
$6K -$1.2K -25 -17%
SL
973
Savior LLC
Massachusetts
$6K – – –
AIL
974
AGF Investments LLC
Ontario, Canada
$6K +$1.05K +24 +21%
RFM
975
Royal Fund Management
Florida
$6K +$4K +100 +200%
37 38
39
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