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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 %
CCFM
1226
Clear Creek Financial Management
Washington
$267K +$22K +251 +9%
EW
1227
Evoke Wealth
California
$265K -$178K -2,029 -40%
TAM
1228
Titleist Asset Management
Texas
$265K +$265K +3,021 New
CIC
1229
Carnegie Investment Counsel
Ohio
$265K -$70.4K -802 -21%
PIA
1230
Perennial Investment Advisors
California
$265K +$5.8K +66 +2%
FWM
1231
Forefront Wealth Management
Pennsylvania
$265K – – –
HKIMG
1232
Hutchens & Kramer Investment Management Group
Indiana
$264K – – –
KBFS
1233
Kohmann Bosshard Financial Services
Ohio
$264K – – –
HCA
1234
Harbour Capital Advisors
Virginia
$263K +$263K +3,025 New
FMII
1235
Farmers & Merchants Investments Inc
Nebraska
$263K -$372K -4,230 -59%
LCS
1236
Levin Capital Strategies
New York
$263K – – –
CCWM
1237
Cassaday & Co Wealth Management
Virginia
$261K +$1.23K +14 +0.5%
OBWG
1238
Onyx Bridge Wealth Group
New York
$261K -$13.2K -150 -5%
KP
1239
Keel Point
Alabama
$258K -$69.1K -787 -21%
ODG
1240
O'Dell Group
Ohio
$257K +$263 +3 +0.1%
RWMG
1241
Redwood Wealth Management Group
New Jersey
$257K -$17.6K -200 -6%
MWM
1242
Mattern Wealth Management
Kansas
$257K +$257K +2,922 New
MA
1243
MKT Advisors
California
$256K – – –
ACA
1244
Affinity Capital Advisors
California
$255K -$16.7K -190 -6%
WF
1245
WoodTrust Financial
Wisconsin
$255K – – –
EGA
1246
Eagle Global Advisors
Texas
$255K – – –
CCM
1247
Chiron Capital Management
Florida
$255K +$255K +2,900 New
OFS
1248
OneAscent Financial Services
Alabama
$254K -$18.4K -210 -7%
SIA
1249
Sage Investment Advisers
New York
$254K +$254K +2,890 New
CFS
1250
CRA Financial Services
New Jersey
$254K -$16.6K -189 -6%
48 49
50
51 52