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Blackstone
BX

Overview Fund Activity

1,336 hedge funds and large institutions have $42.1B invested in Blackstone in 2021 Q2 according to their latest regulatory filings, with 199 funds opening new positions, 486 increasing their positions, 426 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,336
Holders Change
+132
Holders Change %
+10.96%
% of All Funds
23.32%
Holding in Top 10
73
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+35.19%
% of All Funds
1.27%
New
199
Increased
486
Reduced
426
Closed
54
Calls
$634M
Puts
$739M
Net Calls
-$105M
Net Calls Change
-$41.3M

Top Buyers

1
State Street
State Street
Massachusetts
+$756M
2
BlackRock
BlackRock
New York
+$713M
3
GQG Partners
GQG Partners
Florida
+$234M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$212M
5
Deutsche Bank
Deutsche Bank
Germany
+$210M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.54B
2
ClearBridge Investments
ClearBridge Investments
New York
-$223M
3
FCIM
Fairview Capital Investment Management
California
-$179M
4
FCM
Farallon Capital Management
California
-$147M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
NW
1001
NewEdge Wealth
Pennsylvania
$354K +$354K +3,647 New
HC
1002
HNP Capital
New York
$353K -$9.7K -100 -3%
VRM
1003
Vectors Research Management
New York
$353K -$9.7K -100 -3%
CT
1004
Cambridge Trust
Massachusetts
$353K +$353K +3,636 New
PMFA
1005
Plante Moran Financial Advisors
Michigan
$351K +$194 +2 +0.1%
CCA
1006
Clearwater Capital Advisors
Illinois
$350K -$29.2K -300 -8%
UAS
1007
United Asset Strategies
New York
$347K +$778 +8 +0.2%
SAMT
1008
Select Asset Management & Trust
Pennsylvania
$345K – – –
JAG
1009
Journey Advisory Group
Kentucky
$345K – – –
BMWM
1010
Brown Miller Wealth Management
Virginia
$345K +$485 +5 +0.1%
HWM
1011
Hohimer Wealth Management
Washington
$343K +$4.18K +43 +1%
BRG
1012
Bay Rivers Group
Virginia
$342K – – –
SM
1013
SG3 Management
Puerto Rico
$340K -$991K -10,200 -74%
NFG
1014
Nations Financial Group
Iowa
$340K -$20K -206 -6%
SFBLI
1015
Southern Farm Bureau Life Insurance
Mississippi
$340K – – –
NB
1016
Nicolet Bankshares
Wisconsin
$340K +$340K +3,500 New
AW
1017
ACG Wealth
Georgia
$338K -$70.6K -727 -17%
GSEP
1018
Golden State Equity Partners
California
$338K +$338K +3,479 New
MWM
1019
Minot Wealth Management
Massachusetts
$334K – – –
ONST
1020
Old North State Trust
North Carolina
$333K -$7.96K -82 -2%
FMC
1021
First Merchants Corp
Indiana
$332K – – –
VA
1022
Valmark Advisers
Ohio
$332K – – –
PWA
1023
Phoenix Wealth Advisors
North Carolina
$331K – – –
IF
1024
IRON Financial
Illinois
$331K +$485 +5 +0.1%
CA
1025
Cullinan Associates
Kentucky
$330K -$67.9K -700 -17%
39 40
41
42 43