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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 %
OWA
1176
Outlook Wealth Advisors
Texas
$204K +$204K +2,105 New
WCA
1177
Westover Capital Advisors
Delaware
$204K +$204K +2,105 New
KFC
1178
Klingenstein Fields & Co
New York
$203K +$203K +2,088 New
FAN
1179
Financial Advisors Network
California
$201K +$201K +2,067 New
NHC
1180
Nicholas Hoffman & Company
Georgia
$200K +$200K +2,061 New
BWM
1181
Baystate Wealth Management
Massachusetts
$199K +$36.5K +375 +22%
EWM
1182
Evermay Wealth Management
Virginia
$199K +$199K +2,044 New
CWP
1183
Concord Wealth Partners
Virginia
$196K -$9.72K -100 -5%
FC
1184
FORA Capital
Florida
$190K -$889K -9,127 -82%
PG
1185
Proffitt & Goodson
Tennessee
$189K -$156K -1,603 -45%
JFA
1186
JNBA Financial Advisors
Minnesota
$186K – – –
CSPIA
1187
Cary Street Partners Investment Advisory
Virginia
$186K +$186K +1,910 New
TPCW
1188
TD Private Client Wealth
New York
$184K +$24.7K +254 +15%
GWS
1189
Glassman Wealth Services
Virginia
$183K -$84.8K -875 -32%
MAM
1190
McCarthy Asset Management
California
$183K -$1.74K -18 -0.9%
PO
1191
Private Ocean
California
$177K -$19.9K -204 -10%
EMFAT
1192
Emerald Mutual Fund Advisers Trust
Pennsylvania
$176K +$176K +1,814 New
FPFS
1193
First Personal Financial Services
North Carolina
$174K -$78.6K -810 -31%
DMBA
1194
Deseret Mutual Benefit Administrators
Utah
$173K +$173K +1,779 New
TRCT
1195
Tower Research Capital (TRC)
New York
$170K -$1.85M -19,026 -92%
WP
1196
WealthShield Partners
North Carolina
$167K – – –
VCM
1197
Vigilant Capital Management
Maine
$165K – – –
CWC
1198
Carolinas Wealth Consulting
North Carolina
$163K +$18.6K +192 +13%
MCM
1199
Manchester Capital Management
Vermont
$157K – – –
DAM
1200
Delta Asset Management
Tennessee
$149K +$25.3K +261 +20%
46 47
48
49 50