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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
AllianceBernstein
76
AllianceBernstein
Tennessee
$98.5M -$4.77M -38,166 -5%
ACM
77
Advisors Capital Management
New Jersey
$98.1M -$3.66M -29,294 -4%
FCIM
78
Fairview Capital Investment Management
California
$96.2M -$430K -3,440 -0.5%
Commonwealth Equity Services
79
Commonwealth Equity Services
Massachusetts
$93.7M -$894K -7,155 -1%
Envestnet Asset Management
80
Envestnet Asset Management
Illinois
$91.7M +$7.91M +63,370 +10%
Adage Capital Partners
81
Adage Capital Partners
Massachusetts
$91.1M +$425K +3,400 +0.5%
Rockefeller Capital Management
82
Rockefeller Capital Management
New York
$88.2M +$1.43M +11,442 +2%
Janney Montgomery Scott
83
Janney Montgomery Scott
Pennsylvania
$84.8M +$22.6K +181 +0%
ClearBridge Investments
84
ClearBridge Investments
New York
$83.7M -$5.41M -43,328 -6%
Lord, Abbett & Co
85
Lord, Abbett & Co
New Jersey
$82.9M +$390K +3,123 +0.5%
New York State Teachers Retirement System (NYSTRS)
86
New York State Teachers Retirement System (NYSTRS)
New York
$82.4M +$196K +1,567 +0.3%
HF
87
HRT Financial
New York
$81.2M +$77.2M +617,892 New
CAG
88
Crestwood Advisors Group
Massachusetts
$78.9M -$369K -2,953 -0.5%
ACM
89
Argent Capital Management
Missouri
$77.5M -$2.07M -16,564 -3%
NW
90
NewEdge Wealth
Pennsylvania
$74.2M -$1.73M -13,876 -2%
WJWM
91
Williams Jones Wealth Management
New York
$73.5M -$612K -4,902 -0.9%
CLOS
92
Compagnie Lombard Odier SCmA
Switzerland
$72.8M -$4.86M -38,917 -7%
SEI Investments
93
SEI Investments
Pennsylvania
$72.3M -$1.6M -12,823 -2%
ESBC
94
E.S. Barr & Co
Kentucky
$71.1M -$2.61M -20,935 -4%
SMH
95
Sanders Morris Harris
Texas
$68.9M +$63.4M +507,530 +2,993%
National Bank of Canada
96
National Bank of Canada
Quebec, Canada
$68.7M +$12.9M +103,413 +23%
State Board of Administration of Florida Retirement System
97
State Board of Administration of Florida Retirement System
Florida
$68.4M +$2.59M +20,749 +3%
Canada Life
98
Canada Life
Manitoba, Canada
$68M +$3.77M +30,175 +6%
EG
99
Enstar Group
Bermuda
$67M
Citigroup
100
Citigroup
New York
$63.4M -$5.08M -40,704 -8%

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.