We are live on ! Find out more
BX icon

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
JFGIW
1276
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$470K -$125K -1,001 -22%
SAMT
1277
Select Asset Management & Trust
Pennsylvania
$466K
MWM
1278
Mosley Wealth Management
California
$465K -$16.5K -132 -4%
PCM
1279
Poehling Capital Management
Wisconsin
$465K -$10.6K -85 -2%
PA
1280
Perennial Advisors
New York
$465K -$2.5K -20 -0.6%
AAG
1281
Armstrong Advisory Group
Massachusetts
$464K
KFGK
1282
Keystone Financial Group (Kentucky)
Kentucky
$464K +$56.2K +450 +15%
BWP
1283
Bernardo Wealth Planning
Pennsylvania
$463K -$500 -4 -0.1%
MA
1284
Montag & Associates
Georgia
$462K +$162K +1,300 +59%
EWA
1285
Exencial Wealth Advisors
Oklahoma
$461K +$250 +2 +0.1%
TBA
1286
Tower Bridge Advisors
Pennsylvania
$461K -$443K -3,547 -50%
MIM
1287
Merrion Investment Management
New Jersey
$460K
EWS
1288
Eagle Wealth Strategies
New Jersey
$457K +$375 +3 +0.1%
GSIAS
1289
Garden State Investment Advisory Services
New Jersey
$457K +$16.4K +131 +4%
Federated Hermes
1290
Federated Hermes
Pennsylvania
$455K +$85.5K +685 +25%
APP
1291
Avantax Planning Partners
Iowa
$455K -$7.74K -62 -2%
AAIM
1292
American Assets Investment Management
California
$454K +$431K +3,455 New
AC
1293
Avestar Capital
New York
$452K +$104K +829 +32%
IWA
1294
IVC Wealth Advisors
Pennsylvania
$452K -$23K -184 -5%
BFWM
1295
Bright Futures Wealth Management
New York
$451K +$454K +3,637 New
FPCP
1296
Fort Point Capital Partners
California
$451K -$38.6K -309 -8%
PWM
1297
Palumbo Wealth Management
New York
$450K -$13.9K -111 -3%
SIC
1298
Sigma Investment Counselors
Michigan
$450K
WPP
1299
Whalerock Point Partners
Rhode Island
$450K +$74.9K +600 +21%
WB
1300
West Bancorporation
Iowa
$450K -$93.7K -750 -18%

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.