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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
RCG
1226
Regatta Capital Group
California
$522K
STCOSD
1227
Sageworth Trust Company of South Dakota
South Dakota
$520K +$495K +3,960 New
CPA
1228
Cardiff Park Advisors
California
$520K +$494K +3,958 New
FFO
1229
Fiduciary Family Office
Florida
$518K -$59.7K -478 -11%
BC
1230
Burney Company
Virginia
$516K -$2.37K -19 -0.5%
HWA
1231
HCR Wealth Advisors
California
$515K +$267K +2,135 +119%
TIA
1232
Tandem Investment Advisors
South Carolina
$515K -$14.4K -115 -3%
CCA
1233
Covey Capital Advisors
Georgia
$515K
SFWA
1234
Summit Financial Wealth Advisors
Louisiana
$514K
SIM
1235
Stratos Investment Management
Ohio
$513K +$48.1K +385 +11%
FM
1236
Family Management
New York
$512K +$52.5K +420 +12%
IIM
1237
INTECH Investment Management
Florida
$510K +$98.2K +786 +25%
FMLI
1238
Fukoku Mutual Life Insurance
Japan
$509K
RSWM
1239
Robertson Stephens Wealth Management
California
$508K +$199K +1,596 +70%
TA
1240
TFB Advisors
Kansas
$506K +$174K +1,395 +48%
PFBT
1241
Parkside Financial Bank & Trust
Missouri
$506K +$9.24K +74 +2%
SF
1242
Summit Financial
New Jersey
$505K -$124K -989 -20%
ECU
1243
Eisler Capital (UK)
United Kingdom
$503K +$478K +3,827 New
TAM
1244
Townsend Asset Management
North Carolina
$501K +$375 +3 +0.1%
SFG
1245
Sovereign Financial Group
Connecticut
$500K +$250 +2 +0.1%
KBFS
1246
Kohmann Bosshard Financial Services
Ohio
$499K
SW
1247
SlateStone Wealth
Florida
$497K +$8.74K +70 +2%
LAS
1248
LWM Advisory Services
Florida
$496K +$169K +1,352 +56%
PFA
1249
Plotkin Financial Advisors
Maryland
$494K
MWM
1250
Mattern Wealth Management
Kansas
$490K +$749 +6 +0.2%

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.