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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 %
PWM
976
Prentice Wealth Management
New York
$532K -$8.78K -100 -2%
WA
977
Waddell & Associates
Tennessee
$531K +$531K +6,046 New
DW
978
Domani Wealth
Pennsylvania
$529K +$8.17K +93 +2%
SFM
979
Signet Financial Management
New Jersey
$528K +$10.8K +123 +2%
SACTSONJ
980
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$527K – – –
FPB
981
First PREMIER Bank
South Dakota
$527K -$4.83K -55 -0.9%
RWA
982
Redhawk Wealth Advisors
Minnesota
$527K +$4.3K +49 +0.8%
ONST
983
Old North State Trust
North Carolina
$524K +$35.6K +405 +7%
TCM
984
Triumph Capital Management
Colorado
$520K -$288K -3,284 -36%
Balyasny Asset Management
985
Balyasny Asset Management
Illinois
$520K +$520K +5,915 New
SIA
986
Soltis Investment Advisors
Utah
$519K -$28.7K -327 -5%
HWA
987
Heritage Wealth Advisors
Virginia
$519K -$8.78K -100 -2%
FTDI
988
First Trust Direct Indexing
Massachusetts
$518K -$50.7K -577 -9%
RWA
989
Ropes Wealth Advisors
Massachusetts
$515K – – –
FWA
990
Freedom Wealth Alliance
Wisconsin
$515K +$36K +410 +8%
ABLA
991
Alan B. Lancz & Associates
Ohio
$514K – – –
RMDI
992
R.M. Davis Inc
Maine
$513K +$2.64K +30 +0.5%
FC
993
Forte Capital
New York
$513K -$7.29K -83 -1%
Chevy Chase Trust
994
Chevy Chase Trust
Maryland
$512K -$27.7K -315 -5%
NAM
995
NTV Asset Management
West Virginia
$509K +$87.8K +1,000 +21%
FLPIM
996
F.L. Putnam Investment Management
Massachusetts
$505K -$58.8K -670 -10%
TPWA
997
TRUE Private Wealth Advisors
Oregon
$505K -$49.7K -566 -9%
WP
998
WealthSource Partners
California
$502K -$132K -1,501 -21%
SIC
999
Samalin Investment Counsel
New York
$501K +$26.2K +298 +6%
CFMC
1000
Curbstone Financial Management Corp
New Hampshire
$499K -$17.6K -200 -3%
38 39
40
41 42