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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 %
JF
1001
Jump Financial
Illinois
$497K +$497K +5,654 New
GWMIA
1002
Global Wealth Management Investment Advisory
Florida
$497K +$35.5K +404 +8%
Wealth Enhancement Advisory Services
1003
Wealth Enhancement Advisory Services
Minnesota
$496K -$8.45M -96,181 -94%
BCM
1004
Boltwood Capital Management
California
$490K +$22.7K +258 +5%
OHWP
1005
Oak Harbor Wealth Partners
North Carolina
$490K – – –
V
1006
ViaWealth
Kansas
$490K +$98K +1,116 +25%
SVWAG
1007
Sound View Wealth Advisors Group
Georgia
$487K -$203K -2,306 -29%
QPWM
1008
Quadrant Private Wealth Management
Pennsylvania
$486K +$17.6K +200 +4%
PIA
1009
Powell Investment Advisors
Florida
$485K -$4.92K -56 -1%
FPCP
1010
Fort Point Capital Partners
California
$484K -$2.2K -25 -0.5%
GHAM
1011
Gilman Hill Asset Management
Connecticut
$483K -$39.5K -450 -8%
AAM
1012
Augustine Asset Management
Florida
$483K -$1.67K -19 -0.3%
SMA
1013
Sage Mountain Advisors
Georgia
$482K +$53.1K +605 +12%
NP
1014
NorthRock Partners
Minnesota
$481K -$13.3K -151 -3%
OWA
1015
Octavia Wealth Advisors
Ohio
$481K +$6.76K +77 +1%
CRC
1016
Curi RMB Capital
Illinois
$479K +$39.9K +454 +9%
GAM
1017
Guinness Asset Management
United Kingdom
$478K +$40.4K +460 +9%
AF
1018
Advisornet Financial
Minnesota
$477K -$28.2K -321 -6%
AUB
1019
Atlantic Union Bankshares
Virginia
$477K -$11.1K -126 -2%
MP
1020
McDonald Partners
Ohio
$476K +$2.28K +26 +0.5%
NP
1021
Nilsine Partners
Colorado
$475K +$475K +5,407 New
MCWS
1022
McKinley Carter Wealth Services
West Virginia
$473K +$6.5K +74 +1%
TCM
1023
Teza Capital Management
Illinois
$470K +$470K +5,351 New
JWBC
1024
J.W. Burns & Co
New York
$468K – – –
VAS
1025
Vestmark Advisory Solutions
Massachusetts
$465K +$137K +1,556 +42%
39 40
41
42 43