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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
CFS
1426
CRA Financial Services
New Jersey
$334K
JSW
1427
Journey Strategic Wealth
New Jersey
$333K +$317K +2,537 New
SHFA
1428
SC&H Financial Advisors
Maryland
$333K
SWM
1429
Selective Wealth Management
Virginia
$330K
MCA
1430
Millennium Capital Advisors
Arkansas
$328K +$43.7K +350 +16%
FWM
1431
Foguth Wealth Management
Michigan
$328K +$312K +2,500 New
WA
1432
Wealth Alliance
New York
$327K -$2.37K -19 -0.8%
UAG
1433
United Advisor Group
Ohio
$326K +$310K +2,482 New
CG
1434
Cynosure Group
Utah
$326K +$310K +2,479 New
LF
1435
Lantz Financial
Illinois
$325K +$2.75K +22 +0.9%
BHWM
1436
Bar Harbor Wealth Management
New Hampshire
$324K -$35.7K -286 -10%
PC
1437
Port Capital
Illinois
$324K -$2.87K -23 -0.9%
CAM
1438
CenterStar Asset Management
Illinois
$324K +$308K +2,463 New
LAM
1439
L2 Asset Management
Massachusetts
$321K +$19.1K +153 +7%
CWP
1440
CFM Wealth Partners
Texas
$320K +$375 +3 +0.1%
CI
1441
CX Institutional
Indiana
$319K +$69.7K +558 +30%
NG
1442
Norden Group
Utah
$319K +$92.9K +744 +44%
TWA
1443
Tandem Wealth Advisors
Arizona
$319K
RC
1444
Reik & Co
New York
$319K
FMWA
1445
Forvis Mazars Wealth Advisors
Missouri
$318K -$12.7K -102 -4%
VCM
1446
Versant Capital Management
Arizona
$317K
GS
1447
Gagnon Securities
New York
$317K +$32K +256 +12%
VWM
1448
Venturi Wealth Management
Texas
$316K -$23K -184 -7%
CAAS
1449
Capital Asset Advisory Services
Michigan
$314K -$18.7K -150 -6%
AWM
1450
Aprio Wealth Management
Georgia
$314K -$6.12K -49 -2%

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.