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Blackstone

1,860 hedge funds and large institutions have $61.7B invested in Blackstone in 2024 Q2 according to their latest regulatory filings, with 141 funds opening new positions, 750 increasing their positions, 674 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 109

11% more repeat investments, than reductions

Existing positions increased: 750 | Existing positions reduced: 674

1% more funds holding

Funds holding: 1,8481,860 (+12)

0.3% more ownership

Funds ownership: 69.5%69.8% (+0.3%)

3% less funds holding in top 10

Funds holding in top 10: 6563 (-2)

5% less capital invested

Capital invested by funds: $65.1B → $61.7B (-$3.36B)

33% less call options, than puts

Call options by funds: $1.61B | Put options by funds: $2.39B

Holders
1,860
Holders Change
+12
Holders Change %
+0.65%
% of All Funds
26.86%
Holding in Top 10
63
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.08%
% of All Funds
0.91%
New
141
Increased
750
Reduced
674
Closed
109
Calls
$1.61B
Puts
$2.39B
Net Calls
-$782M
Net Calls Change
+$749M
Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
1501
Pinnacle Wealth Planning Services
Ohio
$265K +$27.3K +222 +12%
DMBA
1502
Deseret Mutual Benefit Administrators
Utah
$263K +$8.12K +66 +3%
GWM
1503
GSB Wealth Management
Connecticut
$262K -$1.85K -15 -0.7%
JWM
1504
JFG Wealth Management
Colorado
$262K +$260K +2,114 New
OWA
1505
Outlook Wealth Advisors
Texas
$261K -$1.85K -15 -0.7%
TBA
1506
Tower Bridge Advisors
Pennsylvania
$261K -$172K -1,400 -40%
SFM
1507
Signet Financial Management
New Jersey
$261K
PTC
1508
Philadelphia Trust Company
Pennsylvania
$260K +$12.7K +103 +5%
BPCE
1509
Bank Pictet & Cie (Europe)
Germany
$260K
E3F
1510
Eight 31 Financial
Texas
$260K +$258K +2,100 New
SRC
1511
Shufro Rose & Co
New York
$259K +$23.4K +190 +10%
BONST
1512
Bank of Nova Scotia Trust
Ontario, Canada
$258K +$257K +2,085 New
CWS
1513
Confluence Wealth Services
Pennsylvania
$257K -$14.5K -118 -5%
PPW
1514
Parcion Private Wealth
Washington
$255K +$27.9K +227 +12%
NHC
1515
Nicholas Hoffman & Company
Georgia
$255K -$73.8K -600 -23%
ESB
1516
Essex Savings Bank
Connecticut
$255K +$5.78K +47 +2%
CH
1517
Cromwell Holdings
Wyoming
$255K +$253K +2,059 New
ATFA
1518
All Terrain Financial Advisors
Minnesota
$254K +$1.35K +11 +0.5%
BFG
1519
Berger Financial Group
Minnesota
$253K +$9.97K +81 +4%
WFM
1520
Wolff Financial Management
Michigan
$253K +$246 +2 +0.1%
KWA
1521
Kellett Wealth Advisors
Ohio
$253K -$24.5K -199 -9%
SCM
1522
Schnieders Capital Management
California
$252K
KOC
1523
Koss-Olinger Consulting
Florida
$252K -$928K -7,542 -79%
EL
1524
EMFO LLC
Florida
$252K
S
1525
Sachetta
Massachusetts
$251K +$4.06K +33 +2%

BX Hedge Fund Activity: Q2 2024 in Review

1,860 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Blackstone (BX) for Q2 2024, worth a combined $61.7B — down 5.2% from $65.1B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new BX positions and 109 closed out — a net gain of 32 holders — while 750 added to existing stakes and 674 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $184M. The largest seller was APG Asset Management, cutting an estimated $199M.

  • 1,860 institutional investors held Blackstone (BX) as of Q2 2024, up from 1,848 in Q1 2024.
  • Funds reported $61.7B of Blackstone stock for Q2 2024, down 5.2% quarter-over-quarter.
  • 141 funds opened new Blackstone positions in Q2 2024 and 109 closed out, a net change of +32 holders.
  • The largest Blackstone buyer in Q2 2024 was JP Morgan Chase, an estimated $184M added.
  • The largest Blackstone seller in Q2 2024 was APG Asset Management, an estimated $199M sold.

Based on aggregated 13F filings for Q2 2024.