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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
Legacy Financial Group (Iowa)
1601
Legacy Financial Group (Iowa)
Iowa
$221K +$210K +1,679 New
SC
1602
Sepio Capital
Utah
$220K +$209K +1,675 New
MAA
1603
Mraz Amerine & Associates
California
$220K -$37.5K -300 -15%
MIM
1604
Morningstar Investment Management
Illinois
$220K
MFG
1605
Mosaic Financial Group
Illinois
$220K +$209K +1,675 New
PL
1606
Plancorp LLC
Missouri
$220K +$9.49K +76 +5%
GIA
1607
GHP Investment Advisors
Colorado
$219K +$1.5K +12 +0.7%
CIC
1608
Carnegie Investment Counsel
Ohio
$219K -$60.2K -482 -22%
IIA
1609
Integral Investment Advisors
California
$217K +$4.62K +37 +2%
RPWA
1610
Regent Peak Wealth Advisors
Georgia
$217K +$4.87K +39 +2%
SDWIA
1611
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$217K -$96.5K -773 -32%
A
1612
Allianz
Germany
$217K +$206K +1,650 New
ZIC
1613
ZWJ Investment Counsel
Georgia
$215K -$31.1K -249 -13%
MAM
1614
Mystic Asset Management
Rhode Island
$215K +$204K +1,637 New
QWP
1615
Quotient Wealth Partners
Texas
$213K +$202K +1,620 New
TWP
1616
Triad Wealth Partners
Kansas
$211K +$201K +1,606 New
FWI
1617
Facet Wealth Inc
Maryland
$211K -$60.1K -481 -22%
DWA
1618
Delap Wealth Advisory
Oregon
$210K +$200K +1,601 New
ML
1619
McAdam LLC
Pennsylvania
$210K -$16.6K -133 -8%
BBA
1620
Braun-Bostich & Associates
Pennsylvania
$210K -$107K -858 -35%
CWM
1621
Chesapeake Wealth Management
Virginia
$210K -$16K -128 -7%
LS
1622
Livforsakringsbolaget Skandia
Sweden
$208K
CCP
1623
Clarity Capital Partners
California
$208K -$25K -200 -11%
ETC
1624
Exchange Traded Concepts
Oklahoma
$208K +$169K +1,351 +580%
NPP
1625
New Potomac Partners
Maryland
$207K

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.