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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
BFIC
1626
Bedell Frazier Investment Counselling
California
$207K +$197K +1,575 New
AAIM
1627
Asset Advisors Investment Management
Georgia
$206K
COCM
1628
Charter Oak Capital Management
New Hampshire
$206K +$196K +1,566 New
PCM
1629
Princeton Capital Management
New Jersey
$206K +$624 +5 +0.3%
BWM
1630
Birchcreek Wealth Management
Ohio
$204K +$194K +1,551 New
AWM
1631
Act Wealth Management
Texas
$204K -$66.2K -530 -25%
NAS
1632
NWF Advisory Services
California
$204K +$193K +1,549 New
SEIA
1633
Signature Estate & Investment Advisors
California
$203K -$7.12K -57 -4%
NCFG
1634
New Century Financial Group
New Jersey
$202K -$11.5K -92 -6%
ACP
1635
Aveo Capital Partners
Colorado
$202K +$6.12K +49 +3%
WA
1636
Wealth Architects
California
$201K
GC
1637
Gratus Capital
Georgia
$201K +$191K +1,527 New
PFA
1638
Pathway Financial Advisers
Indiana
$200K -$575K -4,607 -75%
PD
1639
Planning Directions
Pennsylvania
$200K +$190K +1,523 New
TF
1640
Tompkins Financial
New York
$197K
GBT
1641
Grove Bank & Trust
Florida
$188K -$5K -40 -3%
KSWA
1642
Kathleen S. Wright Associates
Pennsylvania
$184K
RAM
1643
Riggs Asset Management
Pennsylvania
$179K +$1.12K +9 +0.7%
LWCFA
1644
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$177K
HB
1645
Horizon Bancorp
Indiana
$173K +$5.37K +43 +3%
HWA
1646
HHM Wealth Advisors
Tennessee
$171K
AT
1647
Arlington Trust
Alabama
$171K -$11.1K -89 -6%
DAM
1648
Delta Asset Management
Tennessee
$168K
SAM
1649
Smartleaf Asset Management
Massachusetts
$166K +$83.5K +669 +111%
IWA
1650
Icon Wealth Advisors
Texas
$166K -$96.8K -775 -38%

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.