We are live on ! Find out more
BX icon

Blackstone

1,848 hedge funds and large institutions have $65.1B invested in Blackstone in 2024 Q1 according to their latest regulatory filings, with 164 funds opening new positions, 715 increasing their positions, 682 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 164 | Existing positions closed: 98

2% more funds holding

Funds holding: 1,8091,848 (+39)

5% more repeat investments, than reductions

Existing positions increased: 715 | Existing positions reduced: 682

4.73% less ownership

Funds ownership: 74.23%69.5% (-4.7%)

6% less capital invested

Capital invested by funds: $69B → $65.1B (-$3.88B)

26% less funds holding in top 10

Funds holding in top 10: 8865 (-23)

49% less call options, than puts

Call options by funds: $1.62B | Put options by funds: $3.15B

Holders
1,848
Holders Change
+39
Holders Change %
+2.16%
% of All Funds
26.62%
Holding in Top 10
65
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-26.14%
% of All Funds
0.94%
New
164
Increased
715
Reduced
682
Closed
98
Calls
$1.62B
Puts
$3.15B
Net Calls
-$1.53B
Net Calls Change
-$1.19B
Name Holding Trade Value Shares
Change
Change in
Stake
DDC
1001
DF Dent & Co
Maryland
$934K +$888K +7,112 New
MG
1002
Mather Group
Illinois
$931K +$10.9K +87 +1%
EFMC
1003
Empire Financial Management Company
New York
$931K -$12.5K -100 -1%
EM
1004
Excalibur Management
Massachusetts
$930K
JWM
1005
Jeppson Wealth Management
California
$930K -$28.1K -225 -3%
LIG
1006
Lokken Investment Group
Delaware
$930K -$40.1K -321 -4%
LA
1007
LBP AM
France
$929K +$883K +7,069 New
WA
1008
WealthTrust Axiom
Pennsylvania
$927K +$2.37K +19 +0.3%
EPA
1009
Element Pointe Advisors
Florida
$925K -$37.5K -300 -4%
CIA
1010
Cladis Investment Advisory
Montana
$920K
LW
1011
Linscomb Wealth
Texas
$919K +$2.62K +21 +0.3%
HA
1012
Herold Advisors
New York
$913K -$46.5K -372 -5%
FMN
1013
Financial Management Network
California
$913K +$904K +7,242 New
CAM
1014
Close Asset Management
United Kingdom
$911K +$150K +1,204 +21%
EW
1015
Element Wealth
Mississippi
$908K +$2.12K +17 +0.2%
NB
1016
NBT Bank
New York
$905K -$7.24K -58 -0.8%
KAS
1017
KPP Advisory Services
Kentucky
$904K +$32.2K +258 +4%
FFA
1018
First Foundation Advisors
California
$903K -$201K -1,606 -19%
SVWAG
1019
Sound View Wealth Advisors Group
Georgia
$901K -$124K -991 -13%
FHB
1020
First Hawaiian Bank
Hawaii
$899K -$487K -3,900 -36%
GCM
1021
Gables Capital Management
Florida
$897K -$18.7K -150 -2%
CFSG
1022
Community Financial Services Group
Vermont
$896K +$851K +6,817 New
FC
1023
Forte Capital
New York
$891K -$4.5K -36 -0.5%
PJSIMP
1024
P.J. Schmidt Investment Management (PJS)
Wisconsin
$890K -$1.87K -15 -0.2%
HTC
1025
Haverford Trust Company
Pennsylvania
$880K -$22.9K -183 -3%

BX Hedge Fund Activity: Q1 2024 in Review

1,848 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Blackstone (BX) for Q1 2024, worth a combined $65.1B — down 5.6% from $69B a quarter earlier.

Buyers outnumbered sellers: 164 funds opened new BX positions and 98 closed out — a net gain of 66 holders — while 715 added to existing stakes and 682 trimmed.

The largest buyer was Capital World Investors, adding an estimated $318M. The largest seller was Morgan Stanley, cutting an estimated $2.98B.

  • 1,848 institutional investors held Blackstone (BX) as of Q1 2024, up from 1,809 in Q4 2023.
  • Funds reported $65.1B of Blackstone stock for Q1 2024, down 5.6% quarter-over-quarter.
  • 164 funds opened new Blackstone positions in Q1 2024 and 98 closed out, a net change of +66 holders.
  • The largest Blackstone buyer in Q1 2024 was Capital World Investors, an estimated $318M added.
  • The largest Blackstone seller in Q1 2024 was Morgan Stanley, an estimated $2.98B sold.

Based on aggregated 13F filings for Q1 2024.