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Blackstone

1,799 hedge funds and large institutions have $68.7B invested in Blackstone in 2023 Q4 according to their latest regulatory filings, with 250 funds opening new positions, 614 increasing their positions, 710 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,799
Holders Change
+140
Holders Change %
+8.44%
% of All Funds
26.37%
Holding in Top 10
87
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+16%
% of All Funds
1.28%
New
250
Increased
614
Reduced
710
Closed
84
Calls
$2.12B
Puts
$2.46B
Net Calls
-$337M
Net Calls Change
-$304M
Name Holding Trade Value Shares
Change
Shares
Change %
PMFA
1401
Plante Moran Financial Advisors
Michigan
$308K +$242K +1,851 +370%
MWM
1402
Maltin Wealth Management
New Jersey
$308K +$785 +6 +0.3%
JDR
1403
Jay D. Rosenbaum
$307K -$35.6K -272 -10%
BWM
1404
Baystate Wealth Management
Massachusetts
$306K +$3.93K +30 +1%
BA
1405
Bristlecone Advisors
Washington
$302K
SMA
1406
Seven Mile Advisory
New Jersey
$302K +$302K +2,303 New
SSG
1407
Summit Securities Group
New York
$301K -$13.3K -102 -4%
LAM
1408
L2 Asset Management
Massachusetts
$300K +$242K +1,852 +420%
WorldQuant Millennium Advisors
1409
WorldQuant Millennium Advisors
New York
$300K -$1.99M -15,226 -87%
VCP
1410
Vista Capital Partners
Oregon
$298K
RSWM
1411
Robertson Stephens Wealth Management
California
$298K -$224K -1,711 -43%
PWMG
1412
Prestige Wealth Management Group
New Jersey
$297K +$283K +2,161 +1,965%
VDI
1413
Vaughan David Investments
Illinois
$295K -$114K -871 -28%
CPSC
1414
Carl P. Sherr & Co
Massachusetts
$295K
KWS
1415
Keystone Wealth Services
California
$292K
SPL
1416
Smart Portfolios LLC
Washington
$292K +$292K +2,245 New
LPT
1417
Legacy Private Trust
Wisconsin
$292K
GWM
1418
Gray Wealth Management
Maine
$291K -$52.2K -399 -15%
CWM
1419
Concentric Wealth Management
California
$290K
MA
1420
Montag & Associates
Georgia
$290K +$79.7K +609 +38%
OCM
1421
One Capital Management
California
$288K -$34.3K -262 -11%
IA
1422
IFG Advisory
Georgia
$288K +$2.75K +21 +1%
SAF
1423
Smith Anglin Financial
Texas
$286K +$1.96K +15 +0.7%
LFA
1424
Landmark Financial Advisors
Kentucky
$285K -$10.2K -78 -3%
HHGA
1425
Halbert Hargrove Global Advisors
California
$283K +$7.2K +55 +3%