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Blackstone

1,941 hedge funds and large institutions have $78B invested in Blackstone in 2024 Q3 according to their latest regulatory filings, with 205 funds opening new positions, 758 increasing their positions, 692 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 205 | Existing positions closed: 104

26% more capital invested

Capital invested by funds: $61.7B → $78B (+$16.2B)

22% more funds holding in top 10

Funds holding in top 10: 6377 (+14)

4% more funds holding

Funds holding: 1,8611,941 (+80)

1.59% more ownership

Funds ownership: 69.8%71.39% (+1.6%)

10% more repeat investments, than reductions

Existing positions increased: 758 | Existing positions reduced: 692

22% less call options, than puts

Call options by funds: $2.16B | Put options by funds: $2.77B

Holders
1,941
Holders Change
+80
Holders Change %
+4.3%
% of All Funds
27.87%
Holding in Top 10
77
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+22.22%
% of All Funds
1.11%
New
205
Increased
758
Reduced
692
Closed
104
Calls
$2.16B
Puts
$2.77B
Net Calls
-$612M
Net Calls Change
+$171M
Name Holding Trade Value Shares
Change
Change in
Stake
ETC
1751
Exchange Traded Concepts
Oklahoma
$179K +$155K +1,116 +2,188%
PS
1752
Planned Solutions
California
$179K +$162K +1,166 New
GIM
1753
Gold Investment Management
Alberta, Canada
$178K
WI
1754
Wintrust Investments
Illinois
$175K -$1.83M -13,208 -92%
HGERS
1755
Householder Group Estate & Retirement Specialist
Arizona
$175K
PW
1756
Paladin Wealth
Minnesota
$174K +$158K +1,139 New
DAM
1757
Delta Asset Management
Tennessee
$165K
RDFA
1758
Ritter Daniher Financial Advisory
Ohio
$165K +$971 +7 +0.7%
C
1759
Covestor
United Kingdom
$164K -$10.1K -73 -6%
ME
1760
McIlrath & Eck
Washington
$156K +$8.6K +62 +6%
AWM
1761
Atticus Wealth Management
Florida
$153K
ICM
1762
Islay Capital Management
Texas
$153K
OAM
1763
Ostrum Asset Management
France
$153K +$1.8K +13 +1%
QPBE
1764
Quintet Private Bank (Europe)
Luxembourg
$153K +$15.8K +114 +13%
Kayne Anderson Rudnick Investment Management
1765
Kayne Anderson Rudnick Investment Management
California
$147K +$58K +418 +77%
Loomis, Sayles & Company
1766
Loomis, Sayles & Company
Massachusetts
$145K +$10.7K +77 +9%
VC
1767
Vestor Capital
Illinois
$144K
RWM
1768
Reston Wealth Management
Virginia
$140K +$127K +917 New
AIM
1769
Acropolis Investment Management
Missouri
$138K
GTAM
1770
Global Trust Asset Management
Florida
$138K
FFWM
1771
Future Financial Wealth Management
Ohio
$138K +$125K +900 New
ADL
1772
Asset Dedication LLC
California
$138K +$19.8K +143 +19%
DCM
1773
Davis Capital Management
Florida
$134K +$139 +1 +0.1%
MCM
1774
MV Capital Management
Maryland
$125K +$16.6K +120 +17%
TIM
1775
Tortoise Investment Management
New York
$124K -$1.94K -14 -2%

BX Hedge Fund Activity: Q3 2024 in Review

1,941 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Blackstone (BX) for Q3 2024, worth a combined $78B — up 26% from $61.7B a quarter earlier.

Buyers outnumbered sellers: 205 funds opened new BX positions and 104 closed out — a net gain of 101 holders — while 758 added to existing stakes and 692 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $804M. The largest seller was Brown Advisory, cutting an estimated $497M.

  • 1,941 institutional investors held Blackstone (BX) as of Q3 2024, up from 1,861 in Q2 2024.
  • Funds reported $78B of Blackstone stock for Q3 2024, up 26% quarter-over-quarter.
  • 205 funds opened new Blackstone positions in Q3 2024 and 104 closed out, a net change of +101 holders.
  • The largest Blackstone buyer in Q3 2024 was JP Morgan Chase, an estimated $804M added.
  • The largest Blackstone seller in Q3 2024 was Brown Advisory, an estimated $497M sold.

Based on aggregated 13F filings for Q3 2024.