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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 %
LFG
1301
Larson Financial Group
Missouri
$227K – – –
GWM
1302
Gray Wealth Management
Maine
$226K +$226K +2,577 New
CCA
1303
Checchi Capital Advisers
California
$225K +$225K +2,567 New
DMBA
1304
Deseret Mutual Benefit Administrators
Utah
$225K – – –
RB
1305
Renasant Bank
Mississippi
$224K +$224K +2,555 New
CAM
1306
Close Asset Management
United Kingdom
$224K +$99.7K +1,135 +80%
WA
1307
Waverly Advisors
Alabama
$224K +$224K +2,548 New
T
1308
TRUADVICE
Florida
$223K – – –
DWT
1309
Dorsey & Whitney Trust
South Dakota
$223K -$370K -4,207 -62%
RZH
1310
Relyea Zuckerberg Hanson
Connecticut
$222K +$222K +2,533 New
BJL
1311
Brighton Jones LLC
Washington
$221K -$134K -1,529 -38%
PCM
1312
Princeton Capital Management
New Jersey
$220K +$220K +2,508 New
HFM
1313
Harvest Fund Management
China
$220K +$203K +2,314 +1,212%
SPA
1314
Sherbrooke Park Advisers
New York
$220K -$457K -5,200 -68%
CCM
1315
Coldstream Capital Management
Washington
$220K +$220K +2,500 New
OPPS
1316
Obsidian Personal Planning Solutions
Maryland
$220K +$220K +2,500 New
LA
1317
LVW Advisors
New York
$219K +$219K +2,490 New
PCS
1318
Personal CFO Solutions
New Jersey
$218K +$218K +2,487 New
MA
1319
MJP Associates
Connecticut
$217K -$63.4K -722 -23%
MCM
1320
Manchester Capital Management
Vermont
$216K -$12.9K -147 -6%
RIA
1321
Regal Investment Advisors
Michigan
$216K +$216K +2,456 New
SAA
1322
Southeast Asset Advisors
Georgia
$216K +$216K +2,455 New
SN
1323
Sittner & Nelson
Oregon
$216K +$351 +4 +0.2%
MSA
1324
Marino Stram & Associates
Massachusetts
$215K +$215K +2,453 New
LAS
1325
LWM Advisory Services
Florida
$215K -$78.6K -895 -27%
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