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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
NHC
1401
Nicholas Hoffman & Company
Georgia
$350K +$36.6K +293 +12%
AC
1402
Allstate Corporation
Illinois
$349K -$1.5K -12 -0.4%
CPA
1403
Capital Performance Advisors
California
$349K +$7.87K +63 +2%
PFM
1404
Peak Financial Management
Massachusetts
$349K +$64.1K +513 +24%
AL
1405
Aspiriant LLC
California
$349K +$331K +2,653 New
VT
1406
Vise Technologies
New York
$349K +$32.8K +263 +11%
EWM
1407
Evermay Wealth Management
Virginia
$348K +$2.25K +18 +0.7%
CI
1408
Conning Inc
Connecticut
$347K -$16.2K -130 -5%
KAM
1409
Knightsbridge Asset Management
California
$347K
SWA
1410
SOA Wealth Advisors
New York
$347K +$375 +3 +0.1%
DFG
1411
Delta Financial Group
New Jersey
$346K -$2.5K -20 -0.8%
RA
1412
Rise Advisors
New York
$346K +$33.1K +265 +11%
BWP
1413
Balboa Wealth Partners
Arizona
$345K +$328K +2,624 New
SAW
1414
Signal Advisors Wealth
Michigan
$344K +$8.62K +69 +3%
PP
1415
Patten & Patten
Tennessee
$343K
EL
1416
Essex LLC
Illinois
$342K
CAM
1417
Creekmur Asset Management
Illinois
$342K
AFS
1418
Aft Forsyth & Sober
Florida
$342K +$450K +3,600 +138%
CC
1419
Cipher Capital
New York
$341K +$324K +2,595 New
MSA
1420
Marino Stram & Associates
Massachusetts
$341K +$250 +2 +0.1%
CAL
1421
Capital Advisors Ltd
Ohio
$339K +$10.4K +83 +3%
CI Investments Inc
1422
CI Investments Inc
Ontario, Canada
$338K +$76.8K +615 +31%
IAG
1423
Investmark Advisory Group
Connecticut
$337K +$1.12K +9 +0.4%
TPA
1424
Trivium Point Advisory
Connecticut
$336K -$32.1K -257 -9%
MWA
1425
MFA Wealth Advisors
Pennsylvania
$336K -$1.5K -12 -0.5%

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.