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Blackstone
BX

Overview Fund Activity

1,145 hedge funds and large institutions have $27.2B invested in Blackstone in 2020 Q4 according to their latest regulatory filings, with 195 funds opening new positions, 434 increasing their positions, 331 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,145
Holders Change
+125
Holders Change %
+12.25%
% of All Funds
20.32%
Holding in Top 10
45
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+18.42%
% of All Funds
0.8%
New
195
Increased
434
Reduced
331
Closed
55
Calls
$524M
Puts
$989M
Net Calls
-$465M
Net Calls Change
-$372M

Top Buyers

1
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$156M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$150M
3
Artisan Partners
Artisan Partners
Wisconsin
+$146M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$142M
5
DCP
D1 Capital Partners
New York
+$81.7M

Top Sellers

1
HCM
HMI Capital Management
California
-$173M
2
Capital World Investors
Capital World Investors
California
-$62.3M
3
Capital International Investors
Capital International Investors
California
-$60.7M
4
Millennium Management
Millennium Management
New York
-$53.9M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$41.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
1001
Bartlett & Co
Ohio
$131K -$22.1K -341 -14%
BCWM
1002
Bartlett & Co Wealth Management
Ohio
$131K -$22.1K -341 -14%
GWMIA
1003
Global Wealth Management Investment Advisory
Florida
$126K +$8.02K +124 +7%
JFA
1004
JNBA Financial Advisors
Minnesota
$124K – – –
CWP
1005
Concord Wealth Partners
Virginia
$123K +$123K +1,900 New
ABC
1006
Associated Banc-Corp
Wisconsin
$121K +$121K +1,866 New
CAAS
1007
Capital Asset Advisory Services
Michigan
$120K +$120K +1,853 New
SFG
1008
Sowa Financial Group
Rhode Island
$113K – – –
VCM
1009
Vigilant Capital Management
Maine
$110K +$110K +1,700 New
MCM
1010
Manchester Capital Management
Vermont
$109K +$4.21K +65 +4%
CB
1011
Community Bank
New York
$100K – – –
TF
1012
Tompkins Financial
New York
$97K -$64.7K -1,000 -40%
M
1013
MOTCO
Texas
$97K -$19.4K -300 -17%
RIM
1014
Rockbridge Investment Management
New York
$97K +$260 +4 +0.3%
CWA
1015
Clearview Wealth Advisors
Oregon
$95K +$95K +1,462 New
TPCW
1016
TD Private Client Wealth
New York
$92.5K – – –
DAM
1017
Delta Asset Management
Tennessee
$91K -$6.5K -100 -7%
HWA
1018
HHM Wealth Advisors
Tennessee
$91K – – –
RA
1019
Reby Advisors
Connecticut
$91K +$91K +1,405 New
JFGIW
1020
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$90K +$90K +1,396 New
CWC
1021
Carolinas Wealth Consulting
North Carolina
$85K +$71.9K +1,115 +547%
PCG
1022
Private Capital Group
Connecticut
$84K +$4.93K +76 +6%
GSAM
1023
Grant Street Asset Management
Pennsylvania
$84K +$84K +1,295 New
WWM
1024
Wolff Wiese Magana
California
$82K +$82K +1,274 New
KCM
1025
Kathmere Capital Management
Pennsylvania
$81K – – –
39 40
41
42 43