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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 %
WC
1151
Whitney & Co
New York
$216K +$216K +2,219 New
BCWM
1152
Bartlett & Co Wealth Management
Ohio
$216K – – –
PFGIA
1153
Patriot Financial Group Insurance Agency
Massachusetts
$215K -$23.7K -243 -10%
CT
1154
Chicago Trust
Illinois
$215K +$215K +2,211 New
GIA
1155
Guyasuta Investment Advisors
Pennsylvania
$214K +$214K +2,200 New
VDI
1156
Vaughan David Investments
Illinois
$214K +$214K +2,200 New
AWM
1157
Aries Wealth Management
Maine
$214K +$214K +2,200 New
TFS
1158
Thoroughbred Financial Services
Tennessee
$214K +$214K +2,201 New
MWPCG
1159
Measured Wealth Private Client Group
New Hampshire
$214K +$214K +2,203 New
RFM
1160
Royal Fund Management
Florida
$214K +$214K +2,204 New
MFGM
1161
Marshall Financial Group (Maryland)
Maryland
$213K +$213K +2,193 New
SFG
1162
Sovereign Financial Group
Connecticut
$212K – – –
GWMIA
1163
Global Wealth Management Investment Advisory
Florida
$212K +$7.48K +77 +4%
GWA
1164
GGM Wealth Advisors
Maryland
$212K +$212K +2,075 New
WAG
1165
Winthrop Advisory Group
Massachusetts
$212K +$212K +2,178 New
EN1L
1166
Engine No 1 LLC
California
$212K +$212K +2,183 New
MFG
1167
MidWestOne Financial Group
Iowa
$211K +$211K +2,175 New
HCA
1168
Harbour Capital Advisors
Virginia
$211K +$211K +2,175 New
PWMAG
1169
Pinnacle Wealth Management Advisory Group
New Jersey
$210K +$210K +2,162 New
ANTB
1170
AMG National Trust Bank
Colorado
$209K +$209K +2,150 New
PIA
1171
Perennial Investment Advisors
California
$209K +$209K +2,152 New
EP
1172
Eudaimonia Partners
Tennessee
$208K -$3.5K -36 -2%
LNWWM
1173
Laird Norton Wetherby Wealth Management
California
$208K +$208K +2,140 New
FNT
1174
First National Trust
Pennsylvania
$206K +$206K +2,125 New
RMCM
1175
Reynders McVeigh Capital Management
Massachusetts
$204K +$204K +2,100 New
45 46
47
48 49