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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 %
TAM
1151
Townsend Asset Management
North Carolina
$333K +$351 +4 +0.1%
PCA
1152
Pallas Capital Advisors
Massachusetts
$333K -$122K -1,382 -27%
OHWA
1153
Oak Hill Wealth Advisors
Virginia
$332K -$2.02K -23 -0.6%
MWM
1154
Meridian Wealth Management
Kentucky
$332K -$45.1K -513 -12%
BWP
1155
Bernardo Wealth Planning
Pennsylvania
$331K +$1.41K +16 +0.4%
CCM
1156
Cullen Capital Management
New York
$331K +$331K +3,766 New
SIM
1157
Stratos Investment Management
Ohio
$330K – – –
MCA
1158
MSH Capital Advisors
Arizona
$328K -$4.39K -50 -1%
MAA
1159
Mraz Amerine & Associates
California
$328K -$16.7K -190 -5%
SW
1160
SlateStone Wealth
Florida
$326K +$36.2K +412 +12%
CIAS
1161
Capital Investment Advisory Services
North Carolina
$326K +$24.4K +278 +8%
MS
1162
Maven Securities
Jersey
$321K +$321K +3,652 New
FFA
1163
Farther Finance Advisors
California
$319K +$302K +3,442 +1,871%
BL
1164
Balentine LLC
Georgia
$318K +$36.4K +414 +13%
DWMG
1165
DB Wealth Management Group
California
$317K – – –
CANC
1166
Culbertson A N & Co
Virginia
$316K -$191K -2,180 -38%
ACA
1167
Atlas Capital Advisors
Wyoming
$316K +$35.1K +400 +13%
WAAG
1168
Wealth Alliance Advisory Group
Kansas
$316K -$176 -2 -0.1%
APP
1169
Avantax Planning Partners
Iowa
$315K -$53.7K -611 -15%
CWS
1170
Cypress Wealth Services
California
$315K +$8.96K +102 +3%
IWA
1171
IVC Wealth Advisors
Pennsylvania
$314K +$42.7K +486 +16%
MAG
1172
Mayfair Advisory Group
Alabama
$314K – – –
SAMT
1173
Select Asset Management & Trust
Pennsylvania
$312K – – –
AA
1174
AlphaMark Advisors
Kentucky
$311K +$311K +3,545 New
WPW
1175
Warther Private Wealth
Ohio
$311K -$147K -1,674 -32%
45 46
47
48 49