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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
TCWA
1926
Turtle Creek Wealth Advisors
Texas
-$58.3K -445 Closed
AIMA
1927
Ables Iannone Moore & Associates
Georgia
-$55.2K -422 Closed
PG
1928
Proffitt & Goodson
Tennessee
-$52.4K -400 Closed
MSWM
1929
McGlone Suttner Wealth Management
Wisconsin
-$46.4K -354 Closed
RCM
1930
Richardson Capital Management
Wisconsin
-$39.3K -300 Closed
BCM
1931
Bourgeon Capital Management
Connecticut
-$28.3K -216 Closed
NFA
1932
Northwest Financial Advisors
Virginia
-$25K -191 Closed
RFA
1933
Resurgent Financial Advisors
Georgia
-$22.5K -172 Closed
MCM
1934
MidAtlantic Capital Management
Virginia
-$15.2K -116 Closed
SFCL
1935
Strengthening Families & Communities LLC
Massachusetts
-$10.9K -83 Closed
LIWM
1936
Long Island Wealth Management
New York
-$10K -79 Closed
AEPWM
1937
Atlantic Edge Private Wealth Management
Florida
-$6.55K -50 Closed
JAM
1938
JCIC Asset Management
Ontario, Canada
-$6.55K -50 Closed
UOTTAIMCU
1939
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
-$5.24K -40 Closed
IWA
1940
IBEX Wealth Advisors
New Jersey
-$4.42K -34 Closed
EC
1941
EdgeRock Capital
Colorado
-$2.76K -22 Closed
MFT
1942
Moisand Fitzgerald Tamayo
Florida
-$2.84K -22 Closed
LPP
1943
Life Planning Partners
Florida
-$2.49K -19 Closed
CTB
1944
Country Trust Bank
Illinois
-$2.36K -18 Closed
NMG
1945
New Millennium Group
Utah
-$2.1K -16 Closed
HDIM
1946
Hanson & Doremus Investment Management
Vermont
-$1K -5 Closed
PA
1947
Pineridge Advisors
Missouri
-$393 -3 Closed

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.