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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
MLA
1576
My Legacy Advisors
Oregon
$233K -$4.75K -38 -2%
MAWA
1577
Moss Adams Wealth Advisors
Washington
$233K +$221K +1,773 New
OC
1578
Oakworth Capital
Alabama
$233K
BIG
1579
Builder Investment Group
Georgia
$231K -$25K -200 -10%
CSB
1580
City State Bank
Iowa
$230K
TIA
1581
Trust Investment Advisors
Indiana
$230K
DFA
1582
Delta Financial Advisors
Louisiana
$230K
FBT
1583
First Bank & Trust
South Dakota
$229K +$15.7K +126 +8%
S
1584
Sachetta
Massachusetts
$228K
CW
1585
Connectus Wealth
Ohio
$228K -$1.97M -15,747 -90%
PWG
1586
Portside Wealth Group
Utah
$227K -$36K -288 -14%
VSQM
1587
V-Square Quantitative Management
Illinois
$227K
WP
1588
WealthShield Partners
North Carolina
$227K -$4.37K -35 -2%
SIAG
1589
Safeguard Investment Advisory Group
California
$227K
PEA
1590
Park Edge Advisors
Ohio
$227K +$250 +2 +0.1%
DAM
1591
Doheny Asset Management
California
$227K
MAM
1592
Madison Asset Management
Wisconsin
$226K
BFG
1593
Bouchey Financial Group
New York
$226K -$20.4K -163 -9%
KFA
1594
Kapstone Financial Advisors
Ohio
$225K
JHCP
1595
Jackson Hole Capital Partners
Oklahoma
$223K
BC
1596
Barrett & Company
Rhode Island
$223K +$93.2K +746 +79%
GIA
1597
Guyasuta Investment Advisors
Pennsylvania
$223K
PPWM
1598
Perissos Private Wealth Management
Oklahoma
$222K +$211K +1,689 New
RAG
1599
RIA Advisory Group
Iowa
$221K +$1.37K +11 +0.7%
WPW
1600
Watershed Private Wealth
Illinois
$221K

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.