BX icon

Blackstone
BX

Overview Fund Activity

1,846 hedge funds and large institutions have $61.5B invested in Blackstone in 2024 Q2 according to their latest regulatory filings, with 140 funds opening new positions, 745 increasing their positions, 669 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,846
Holders Change
+12
Holders Change %
+0.65%
% of All Funds
26.85%
Holding in Top 10
62
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.13%
% of All Funds
0.9%
New
140
Increased
745
Reduced
669
Closed
107
Calls
$1.61B
Puts
$2.39B
Net Calls
-$782M
Net Calls Change
+$749M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$185M
2
Norges Bank
Norges Bank
Norway
+$153M
3
State Street
State Street
Massachusetts
+$136M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$116M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$113M

Top Sellers

1
APG Asset Management
APG Asset Management
Netherlands
-$187M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$155M
3
Aristotle Capital Management
Aristotle Capital Management
California
-$114M
4
Morgan Stanley
Morgan Stanley
New York
-$101M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$82.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCMT
1001
Highland Capital Management (Tennessee)
Tennessee
$879K -$14.2K -115 -2%
EFMC
1002
Empire Financial Management Company
New York
$877K – – –
LIG
1003
Lokken Investment Group
Delaware
$877K +$371 +3 +0%
WA
1004
WealthTrust Axiom
Pennsylvania
$876K +$2.23K +18 +0.3%
EPA
1005
Element Pointe Advisors
Florida
$872K – – –
NB
1006
NBT Bank
New York
$871K +$18.2K +147 +2%
Wolverine Trading
1007
Wolverine Trading
Illinois
$870K -$2.7M -21,831 -76%
PAM
1008
Panagora Asset Management
Massachusetts
$870K -$969K -7,824 -53%
CIA
1009
Cladis Investment Advisory
Montana
$867K – – –
CWM
1010
Congress Wealth Management
Massachusetts
$863K -$2.53M -20,418 -75%
SVWAG
1011
Sound View Wealth Advisors Group
Georgia
$862K +$13.9K +112 +2%
HA
1012
Herold Advisors
New York
$861K +$743 +6 +0.1%
JWM
1013
Jeppson Wealth Management
California
$860K -$16.7K -135 -2%
OFS
1014
OMC Financial Services
New York
$858K +$447K +3,611 +109%
PJSIMP
1015
P.J. Schmidt Investment Management (PJS)
Wisconsin
$845K +$5.57K +45 +0.7%
MRCM
1016
M&R Capital Management
New Jersey
$839K -$102K -820 -11%
EWM
1017
Executive Wealth Management
Michigan
$835K +$94.7K +765 +13%
PCH
1018
PGIM Custom Harvest
New Jersey
$835K +$835K +6,741 New
AAS
1019
Annex Advisory Services
Wisconsin
$834K -$2.75M -22,194 -77%
SMA
1020
Sage Mountain Advisors
Georgia
$830K -$352K -2,843 -30%
NDSI
1021
Newman Dignan & Sheerar Inc
Rhode Island
$828K -$136K -1,102 -14%
SS
1022
Sunbelt Securities
Texas
$826K +$26.5K +214 +3%
BAM
1023
Beaumont Asset Management
Texas
$826K +$10.4K +84 +1%
FC
1024
Forte Capital
New York
$826K -$13.7K -111 -2%
HTC
1025
Haverford Trust Company
Pennsylvania
$825K -$4.21K -34 -0.5%
39 40
41
42 43