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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 %
FQ
976
First Quadrant
California
$20K +$20K +383 New
MAM
977
Meeder Asset Management
Ohio
$20K +$20K +390 New
AWM
978
AllSquare Wealth Management
New York
$18K – – –
PFO
979
Pathstone Family Office
New Jersey
$18K +$18K +348 New
AJ
980
Ashburton (Jersey)
Jersey
$16K – – –
HFA
981
HC Financial Advisors
California
$16K – – –
AWM
982
Avior Wealth Management
Nebraska
$16K – – –
TCM
983
Tradewinds Capital Management
Washington
$16K – – –
HGWM
984
Harvest Group Wealth Management
Massachusetts
$16K +$5.33K +101 +50%
KFS
985
Kelly Financial Services
Massachusetts
$15.7K – – –
FHA
986
First Horizon Advisors
Tennessee
$14K -$20.5K -396 -59%
CAL
987
Capital Analysts LLC
Pennsylvania
$14K – – –
CWA
988
Core Wealth Advisors
Florida
$14K +$14K +265 New
GCM
989
Gables Capital Management
Florida
$13K – – –
VCM
990
Versant Capital Management
Arizona
$13K – – –
LWM
991
Liberty Wealth Management
California
$13K – – –
PCTC
992
Perkins Coie Trust Company
Washington
$12K – – –
PCA
993
Providence Capital Advisors
North Carolina
$12K +$103 +2 +0.9%
FFA
994
Founders Financial Alliance
North Carolina
$12K +$12K +232 New
AIC
995
Archer Investment Corporation
Indiana
$11.5K – – –
TC
996
Trust Company
Kansas
$11K – – –
IFAM
997
Institutional & Family Asset Management
Colorado
$11K – – –
HFM
998
Hartford Financial Management
Connecticut
$11K +$50 +1 +0.5%
CWC
999
Carolinas Wealth Consulting
North Carolina
$11K +$324 +6 +3%
MAWCM
1000
Mine & Arao Wealth Creation & Management
California
$11K +$11K +207 New
38 39
40
41 42