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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 %
RBC
1101
Romano Brothers & Co
Illinois
$383K +$527 +6 +0.1%
WB
1102
West Bancorporation
Iowa
$382K -$61.6K -701 -14%
XT
1103
XTX Topco
Cayman Islands
$381K +$381K +4,339 New
BSAM
1104
Blue Square Asset Management
New York
$381K +$381K +4,335 New
CGH
1105
Crossmark Global Holdings
Texas
$379K -$53.7K -612 -12%
LCC
1106
Lincoln Capital Corp
Rhode Island
$379K -$34.9K -397 -8%
CG
1107
Caprock Group
Idaho
$378K +$46K +524 +14%
AWM
1108
Accurate Wealth Management
Florida
$377K +$12.3K +151 +3%
WP
1109
Westmount Partners
California
$377K -$57.9K -659 -13%
CCA
1110
Cora Capital Advisors
New Jersey
$377K -$6.15K -70 -2%
EI
1111
Ellevest Inc
New York
$375K +$216K +2,459 +136%
C
1112
Certuity
Florida
$375K +$263 +3 +0.1%
SFFS
1113
Stonehage Fleming Financial Services
Jersey
$371K -$29.6K -345 -7%
FB
1114
Fulton Bank
Pennsylvania
$371K +$371K +4,221 New
AAS
1115
Annex Advisory Services
Wisconsin
$371K -$2.64K -30 -0.7%
CW
1116
Channel Wealth
California
$371K +$371K +4,219 New
Fisher Asset Management
1117
Fisher Asset Management
Washington
$369K -$39.7K -452 -10%
BCM
1118
Bienville Capital Management
New York
$369K – – –
CPA
1119
Cowen Prime Advisors
New York
$369K +$3.04K +34 +0.8%
AIM
1120
Anchor Investment Management
South Carolina
$368K -$4.48K -51 -1%
FMLI
1121
Fukoku Mutual Life Insurance
Japan
$367K – – –
CPC
1122
Cookson Peirce & Co
Pennsylvania
$366K +$50.4K +574 +16%
WA1
1123
Wimmer Associates 1
California
$365K +$4.16K +50 +1%
SFG
1124
Sovereign Financial Group
Connecticut
$365K – – –
SFP
1125
Sweet Financial Partners
Minnesota
$365K – – –
43 44
45
46 47