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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 %
LJAC
1276
L.J. Altfest & Co
New York
$240K +$240K +2,727 New
TL
1277
Tradewinds LLC
North Carolina
$238K +$238K +2,707 New
UBV
1278
United Bank (Virginia)
Virginia
$237K – – –
BIA
1279
Bigelow Investment Advisors
Maine
$237K +$237K +2,698 New
VWM
1280
Venturi Wealth Management
Texas
$237K -$235K -2,678 -50%
CAAS
1281
Capital Asset Advisory Services
Michigan
$237K – – –
CS
1282
Comerica Securities
Michigan
$237K -$19.8K -225 -8%
WC
1283
Whitney & Co
New York
$236K +$236K +2,691 New
LOAMS
1284
Lombard Odier Asset Management (Switzerland)
Switzerland
$235K +$235K +2,673 New
KLCM
1285
KG&L Capital Management
Louisiana
$235K +$235K +2,673 New
HA
1286
Hofer & Associates
California
$235K – – –
FWM
1287
FFT Wealth Management
Pennsylvania
$234K +$234K +2,667 New
YIA
1288
YHB Investment Advisors
Connecticut
$233K +$233K +2,655 New
BFG
1289
Baron Financial Group
New Jersey
$233K +$233K +2,650 New
FCB
1290
First County Bank
Connecticut
$233K +$233K +2,650 New
RCM
1291
RB Capital Management
Nevada
$231K -$35K -398 -13%
JAG
1292
Journey Advisory Group
Kentucky
$231K -$61.5K -700 -21%
MWA
1293
MFA Wealth Advisors
Pennsylvania
$231K +$231K +2,635 New
JDR
1294
Jay D. Rosenbaum
$230K +$230K +2,620 New
BCWM
1295
Bartlett & Co Wealth Management
Ohio
$229K +$16.3K +185 +8%
BC
1296
Bartlett & Co
Ohio
$229K +$16.2K +185 +8%
AFS
1297
Aft Forsyth & Sober
Florida
$228K +$228K +2,600 New
GM
1298
Granger Management
New York
$228K +$228K +2,600 New
CPA
1299
Capital Performance Advisors
California
$228K +$228K +2,600 New
EWM
1300
Evermay Wealth Management
Virginia
$227K +$6.59K +75 +3%
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