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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
BWL
1351
Bogart Wealth LLC
Virginia
$399K +$4.5K +36 +1%
MA
1352
MKT Advisors
California
$397K
AFM
1353
Armstrong Fleming & Moore
District of Columbia
$394K
AWM
1354
Avondale Wealth Management
Texas
$394K +$25K +200 +7%
TAM
1355
Trillium Asset Management
Massachusetts
$394K -$126K -1,008 -25%
HKIMG
1356
Hutchens & Kramer Investment Management Group
Indiana
$393K
SWS
1357
SYSTM Wealth Solutions
Illinois
$391K -$17.2K -138 -4%
AC
1358
ASB Consultores
Florida
$388K +$369K +2,954 New
ISL
1359
Ingalls & Snyder LLC
New York
$388K -$749 -6 -0.2%
PCS
1360
Personal CFO Solutions
New Jersey
$387K +$47.2K +378 +15%
WAAG
1361
Wealth Alliance Advisory Group
Kansas
$386K -$13.5K -108 -4%
PGIM
1362
Pacific Global Investment Management
California
$385K -$17.6K -141 -5%
GLA
1363
Great Lakes Advisors
Illinois
$384K -$39K -312 -10%
HCA
1364
Harbour Capital Advisors
Virginia
$382K
RWMG
1365
Redwood Wealth Management Group
New Jersey
$382K -$3.75K -30 -1%
ACA
1366
Affinity Capital Advisors
California
$381K
SCM
1367
Sterneck Capital Management
Missouri
$381K
VP
1368
Verum Partners
North Carolina
$381K +$624 +5 +0.2%
IBOK
1369
Independence Bank of Kentucky
Kentucky
$380K +$267K +2,135 +281%
SMWM
1370
Silvia McColl Wealth Management
California
$379K
OWA
1371
Opal Wealth Advisors
New York
$379K -$12.9K -103 -3%
SPWM
1372
Schrum Private Wealth Management
Florida
$378K +$359K +2,878 New
RCM
1373
RB Capital Management
Nevada
$377K +$15.1K +121 +4%
LFG
1374
Larson Financial Group
Missouri
$376K -$153K -1,222 -30%
GA
1375
GSG Advisors
New Jersey
$375K +$4.87K +39 +1%

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.