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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 %
AAP
951
Arax Advisory Partners
Colorado
$586K +$2.72K +31 +0.5%
SM
952
Sweeney & Michel
California
$584K +$584K +6,688 New
RIM
953
RW Investment Management
Idaho
$580K – – –
IA
954
IAM Advisory
Pennsylvania
$569K -$47.4K -540 -8%
BCM
955
Bayesian Capital Management
New York
$568K +$568K +6,467 New
ICG
956
InterOcean Capital Group
Tennessee
$568K +$16K +182 +3%
SWM
957
Silverlake Wealth Management
Vermont
$567K -$187K -2,126 -25%
IDBONY
958
Israel Discount Bank of New York
New York
$566K -$27.2K -310 -5%
FCH
959
Freestone Capital Holdings
Washington
$565K – – –
MTIC
960
Missouri Trust & Investment Company
Missouri
$564K +$209K +2,383 +59%
NCM
961
NCM Capital Management
New Jersey
$563K +$26.3K +300 +5%
QCIG
962
Quad-Cities Investment Group
Iowa
$559K +$351 +4 +0.1%
RIA
963
Realta Investment Advisors
Delaware
$559K +$4.39K +50 +0.8%
LOIP
964
Live Oak Investment Partners
Texas
$556K -$450K – –
PA
965
Perennial Advisors
New York
$552K +$150K +1,708 +37%
BAM
966
Beaumont Asset Management
Texas
$548K -$23.2K -264 -4%
LNWWM
967
Laird Norton Wetherby Wealth Management
California
$548K +$215K +2,448 +65%
BWA
968
BDO Wealth Advisors
Florida
$543K +$34.3K +391 +7%
VCAM
969
Van Cleef Asset Management
Ohio
$541K +$88 +1 +0%
PWM
970
Purus Wealth Management
California
$538K -$9.31K -106 -2%
FFM
971
Forum Financial Management
Illinois
$538K -$52.5K -598 -9%
CC
972
Callan Capital
California
$536K – – –
VWA
973
Visionary Wealth Advisors
Illinois
$536K +$8.79K +100 +2%
SWA
974
Sax Wealth Advisors
New Jersey
$535K +$30.8K +351 +6%
OMC
975
Overbrook Management Corp
New York
$533K – – –
37 38
39
40 41