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Blackstone

1,848 hedge funds and large institutions have $65.1B invested in Blackstone in 2024 Q1 according to their latest regulatory filings, with 164 funds opening new positions, 715 increasing their positions, 682 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 164 | Existing positions closed: 98

2% more funds holding

Funds holding: 1,8091,848 (+39)

5% more repeat investments, than reductions

Existing positions increased: 715 | Existing positions reduced: 682

4.73% less ownership

Funds ownership: 74.23%69.5% (-4.7%)

6% less capital invested

Capital invested by funds: $69B → $65.1B (-$3.88B)

26% less funds holding in top 10

Funds holding in top 10: 8865 (-23)

49% less call options, than puts

Call options by funds: $1.62B | Put options by funds: $3.15B

Holders
1,848
Holders Change
+39
Holders Change %
+2.16%
% of All Funds
26.62%
Holding in Top 10
65
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-26.14%
% of All Funds
0.94%
New
164
Increased
715
Reduced
682
Closed
98
Calls
$1.62B
Puts
$3.15B
Net Calls
-$1.53B
Net Calls Change
-$1.19B
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1176
MGB Wealth Management
Texas
$608K +$15.6K +125 +3%
MA
1177
MJP Associates
Connecticut
$603K +$42.3K +339 +8%
MWM
1178
Mission Wealth Management
California
$603K -$327K -2,615 -36%
GI
1179
GAMMA Investing
California
$602K +$109K +869 +23%
MSAM
1180
Moloney Securities Asset Management
Missouri
$601K +$9.87K +79 +2%
LGA
1181
Lebenthal Global Advisors
New York
$599K +$6.74K +54 +1%
BWP
1182
BSW Wealth Partners
Colorado
$599K +$10.5K +84 +2%
SLWA
1183
San Luis Wealth Advisors
California
$598K -$7.37K -59 -1%
GT
1184
Greenleaf Trust
Michigan
$594K +$179K +1,437 +47%
GCA
1185
Gradient Capital Advisors
California
$589K
MBT
1186
Montecito Bank & Trust
California
$589K -$119K -955 -18%
PPWP
1187
Premier Path Wealth Partners
New Jersey
$588K +$15.5K +124 +3%
SAG
1188
SageView Advisory Group
California
$588K -$185K -1,482 -25%
AF
1189
Alerus Financial
North Dakota
$588K -$3.5K -28 -0.6%
LC
1190
Lindbrook Capital
California
$587K +$26.2K +210 +5%
AWM
1191
Accurate Wealth Management
Florida
$585K +$51.6K +413 +9%
KFP
1192
KMG Fiduciary Partners
Ohio
$582K -$130K -1,037 -19%
CCFM
1193
Clear Creek Financial Management
Washington
$578K +$9.37K +75 +2%
AC
1194
Avory & Company
Florida
$578K -$460K -3,681 -46%
CCA
1195
Checchi Capital Advisers
California
$577K +$38.3K +307 +8%
MCM
1196
Manchester Capital Management
Vermont
$577K +$38.2K +306 +7%
CWA
1197
CM Wealth Advisors
Ohio
$573K +$589K +4,718 New
SQA
1198
Simon Quick Advisors
New Jersey
$572K +$46K +368 +9%
WA1
1199
Wimmer Associates 1
California
$571K
SAM
1200
Secure Asset Management
Michigan
$570K -$911K -7,297 -63%

BX Hedge Fund Activity: Q1 2024 in Review

1,848 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Blackstone (BX) for Q1 2024, worth a combined $65.1B — down 5.6% from $69B a quarter earlier.

Buyers outnumbered sellers: 164 funds opened new BX positions and 98 closed out — a net gain of 66 holders — while 715 added to existing stakes and 682 trimmed.

The largest buyer was Capital World Investors, adding an estimated $318M. The largest seller was Morgan Stanley, cutting an estimated $2.98B.

  • 1,848 institutional investors held Blackstone (BX) as of Q1 2024, up from 1,809 in Q4 2023.
  • Funds reported $65.1B of Blackstone stock for Q1 2024, down 5.6% quarter-over-quarter.
  • 164 funds opened new Blackstone positions in Q1 2024 and 98 closed out, a net change of +66 holders.
  • The largest Blackstone buyer in Q1 2024 was Capital World Investors, an estimated $318M added.
  • The largest Blackstone seller in Q1 2024 was Morgan Stanley, an estimated $2.98B sold.

Based on aggregated 13F filings for Q1 2024.