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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$8.44B +$161M +1,290,324 +2%
BlackRock
2
BlackRock
New York
$6.12B +$74.2M +594,381 +1%
Capital World Investors
3
Capital World Investors
California
$4.77B +$318M +2,546,886 +8%
State Street
4
State Street
Massachusetts
$3.75B +$49.1M +393,259 +1%
Morgan Stanley
5
Morgan Stanley
New York
$3.37B -$2.98B -23,891,320 -48%
Capital International Investors
6
Capital International Investors
California
$2.17B -$370M -2,959,595 -15%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.87B +$40.4M +323,731 +2%
JP Morgan Chase
8
JP Morgan Chase
New York
$1.82B +$74.5M +596,177 +5%
Edgewood Management
9
Edgewood Management
Connecticut
$1.58B -$80.4M -643,954 -5%
Bank of America
10
Bank of America
North Carolina
$1.44B +$26M +208,586 +2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.24B -$48.3M -386,951 -4%
Aristotle Capital Management
12
Aristotle Capital Management
California
$1.11B -$23.3M -186,343 -2%
Northern Trust
13
Northern Trust
Illinois
$834M -$19.6M -156,572 -2%
UBS Group
14
UBS Group
Switzerland
$770M +$107M +853,315 +17%
Brown Advisory
15
Brown Advisory
Maryland
$764M -$76.6M -613,327 -10%
CIBC Private Wealth Group
16
CIBC Private Wealth Group
Georgia
$711M -$15.9M -127,172 -2%
Legal & General Group
17
Legal & General Group
United Kingdom
$671M +$5.63M +45,093 +0.9%
Goldman Sachs
18
Goldman Sachs
New York
$670M +$181M +1,451,662 +40%
Wells Fargo
19
Wells Fargo
California
$670M +$8.93M +71,521 +1%
Norges Bank
20
Norges Bank
Norway
$616M -$90.7M -726,432 -13%
Janus Henderson Group
21
Janus Henderson Group
United Kingdom
$614M +$2.68M +21,450 +0.5%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$608M -$14.4M -114,935 -2%
Neuberger Berman Group
23
Neuberger Berman Group
New York
$540M +$46.4M +371,243 +10%
Invesco
24
Invesco
Georgia
$530M +$57.1M +456,967 +13%
Charles Schwab
25
Charles Schwab
California
$499M -$1.38B -11,055,137 -74%

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.