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Blackstone
BX

Overview Fund Activity

1,020 hedge funds and large institutions have $21B invested in Blackstone in 2020 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 401 increasing their positions, 337 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,020
Holders Change
+3
Holders Change %
+0.29%
% of All Funds
20.64%
Holding in Top 10
38
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-29.63%
% of All Funds
0.77%
New
90
Increased
401
Reduced
337
Closed
80
Calls
$490M
Puts
$582M
Net Calls
-$92.9M
Net Calls Change
-$139M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$247M
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$206M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$123M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$98.8M
5
MC
Maverick Capital
Texas
+$85.3M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$284M
2
ECU
Egerton Capital (UK)
United Kingdom
-$120M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$94.9M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$54.8M
5
CIC
Chilton Investment Company
Connecticut
-$52.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWCFA
951
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$33K – – –
ARMC
952
American Research & Management Company
Massachusetts
$33K +$27.7K +525 +525%
LWA
953
Lenox Wealth Advisors
New York
$32K – – –
CCMW
954
Cypress Capital Management (Wyoming)
Wyoming
$30K – – –
ME
955
McIlrath & Eck
Washington
$30K – – –
PS
956
Planned Solutions
California
$30K +$30K +567 New
FP
957
Financial Perspectives
Minnesota
$29.2K – – –
PMFA
958
Plante Moran Financial Advisors
Michigan
$29K – – –
CFO
959
CVA Family Office
Colorado
$29K +$29K +547 New
BWA
960
Burt Wealth Advisors
Maryland
$28K – – –
WB
961
Webster Bank
Connecticut
$28K – – –
CHA
962
Carmichael Hill & Associates
Maryland
$26K – – –
CAL
963
Capital Advisors Ltd
Ohio
$26K – – –
EWA
964
Evolution Wealth Advisors
Florida
$26K – – –
CPW
965
Catalyst Private Wealth
California
$26K +$26K +500 New
PFA
966
Professional Financial Advisors
Nebraska
$26K +$26K +507 New
RFA
967
Reilly Financial Advisors
California
$24K -$4.25K -80 -15%
MF
968
Manchester Financial
California
$24K – – –
SIAS
969
Shine Investment Advisory Services
Colorado
$24K – – –
LWANC
970
Laurel Wealth Advisors (North Carolina)
North Carolina
$24K +$159 +3 +0.7%
SWM
971
Selective Wealth Management
Virginia
$24K +$10.7K +201 +80%
PFWA
972
Paces Ferry Wealth Advisors
Georgia
$24K +$24K +456 New
SIS
973
Sound Income Strategies
Florida
$22K -$15.6K -297 -41%
AIL
974
AGF Investments LLC
Ontario, Canada
$22K +$1.24K +24 +6%
TIM
975
Tortoise Investment Management
New York
$21K – – –
37 38
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