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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
BBPWM
1726
Blue Bell Private Wealth Management
Pennsylvania
$59.9K +$999 +8 +2%
AGWCA
1727
Annis Gardner Whiting Capital Advisors
Florida
$59.6K -$2K -16 -3%
CBT
1728
Central Bank & Trust
Kentucky
$59.6K
TFIPS
1729
Towarzystwo Funduszy Inwestycyjnych PZU SA
$59.1K
MHR
1730
Matthew Hamilton Rosenberg
$59.1K -$7.62K -61 -12%
WPWM
1731
Western Pacific Wealth Management
Illinois
$57.5K
BGAI
1732
Bruce G. Allen Investments
Colorado
$57.1K +$22.6K +181 +71%
VWWMG
1733
Vermillion & White Wealth Management Group
Pennsylvania
$56.8K
TIM
1734
Tortoise Investment Management
New York
$55.7K -$6.49K -52 -11%
OLVIG
1735
Oliver Lagore Vanvalin Investment Group
Michigan
$55.2K -$9.99K -80 -16%
TCA
1736
Trifecta Capital Advisors
Illinois
$51.5K +$49K +392 New
RWM
1737
Ruedi Wealth Management
Illinois
$49.3K
FWM
1738
FSA Wealth Management
Massachusetts
$49K +$250 +2 +0.5%
IGWM
1739
ICA Group Wealth Management
Colorado
$48.4K
RTC
1740
Riverview Trust Company
Washington
$48.2K +$45.8K +367 New
BHWM
1741
Beaird Harris Wealth Management
Texas
$47.7K
BFPW
1742
BOK Financial Private Wealth
Colorado
$46.9K +$250 +2 +0.6%
WWP
1743
WR Wealth Planners
Missouri
$46.7K +$44.3K +355 New
AWM
1744
AllSquare Wealth Management
New York
$45.5K
HFS
1745
Hantz Financial Services
Michigan
$45K -$874 -7 -2%
TWD
1746
True Wealth Design
Ohio
$44.4K
DFA
1747
DHJJ Financial Advisors
Illinois
$41K
JWM
1748
Janiczek Wealth Management
Colorado
$40.1K
AA
1749
Addison Advisors
Vermont
$39.9K +$29.1K +233 +328%
AF
1750
Arrow Financial
New York
$39.4K

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.