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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
LA
1551
LVW Advisors
New York
$243K +$21.2K +170 +10%
FSC
1552
Full Sail Capital
Oklahoma
$243K -$1.87K -15 -0.8%
BTWM
1553
Baker Tilly Wealth Management
Wisconsin
$243K -$1.5K -12 -0.6%
PCA
1554
Peddock Capital Advisors
Massachusetts
$242K +$5.12K +41 +2%
TFA
1555
Teamwork Financial Advisors
Texas
$242K -$39.5K -316 -15%
NCM
1556
Novare Capital Management
North Carolina
$242K +$16.2K +130 +8%
PPW
1557
Parcion Private Wealth
Washington
$241K +$229K +1,835 New
BCM
1558
Brown Capital Management
Maryland
$240K
PPWM
1559
PFG Private Wealth Management
Florida
$240K -$22.5K -180 -9%
RT
1560
Rockland Trust
Massachusetts
$240K
OWMIAS
1561
One Wealth Management Investment & Advisory Services
Florida
$239K -$25.1K -201 -10%
Empower Advisory Group
1562
Empower Advisory Group
Colorado
$239K -$31K -248 -12%
BPC
1563
Banque Pictet & Cie
Switzerland
$239K
MTC
1564
McDaniel Terry & Co
Texas
$239K +$14.7K +118 +7%
GFS
1565
GYL Financial Synergies
Connecticut
$239K -$23K -184 -9%
PA
1566
PFG Advisors
Arizona
$238K -$33.8K -271 -13%
MS
1567
Maven Securities
Jersey
$238K +$226K +1,808 New
CANC
1568
Culbertson A N & Co
Virginia
$236K
QCG
1569
Quadrant Capital Group
Ohio
$236K +$22.4K +179 +11%
CBFP
1570
Cedar Brook Financial Partners
Ohio
$236K +$5.75K +46 +3%
PA
1571
Parkside Advisors
California
$235K
CWS
1572
Cypress Wealth Services
California
$234K -$214K -1,710 -49%
OFW
1573
Omnia Family Wealth
Florida
$234K +$223K +1,782 New
SGI
1574
Summit Global Investments
Utah
$234K +$1.87K +15 +0.9%
CAM
1575
Cidel Asset Management
Ontario, Canada
$234K -$9.24K -74 -4%

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.