We are live on ! Find out more
BX icon

Blackstone

1,557 hedge funds and large institutions have $35.2B invested in Blackstone in 2022 Q4 according to their latest regulatory filings, with 186 funds opening new positions, 555 increasing their positions, 630 reducing their positions, and 141 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 186 | Existing positions closed: 141

1% more funds holding

Funds holding: 1,5401,557 (+17)

0.18% more ownership

Funds ownership: 64.59%64.77% (+0.18%)

7% less capital invested

Capital invested by funds: $37.9B → $35.2B (-$2.66B)

12% less repeat investments, than reductions

Existing positions increased: 555 | Existing positions reduced: 630

31% less funds holding in top 10

Funds holding in top 10: 7552 (-23)

41% less call options, than puts

Call options by funds: $1.03B | Put options by funds: $1.75B

Holders
1,557
Holders Change
+17
Holders Change %
+1.1%
% of All Funds
25.02%
Holding in Top 10
52
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-30.67%
% of All Funds
0.84%
New
186
Increased
555
Reduced
630
Closed
141
Calls
$1.03B
Puts
$1.75B
Net Calls
-$722M
Net Calls Change
-$542M
Name Holding Trade Value Shares
Change
Change in
Stake
HWAM
501
Hennion & Walsh Asset Management
New Jersey
$2.33M +$170K +1,968 +7%
COLIM
502
City of London Investment Management
United Kingdom
$2.31M -$2.59M -30,000 -49%
RPCONE
503
Retirement Planning Company of New England
Rhode Island
$2.3M +$171K +1,983 +7%
FM
504
Family Management
New York
$2.3M -$155K -1,792 -5%
AWE
505
Avidian Wealth Enterprises
Texas
$2.28M +$708K +8,193 +36%
TPA
506
Trivium Point Advisory
Connecticut
$2.27M +$83.5K +967 +3%
1SB
507
1ST Source Bank
Indiana
$2.27M +$68.2K +790 +3%
GLA
508
Good Life Advisors
Pennsylvania
$2.27M -$47.8K -554 -2%
SCA
509
Snowden Capital Advisors
New York
$2.26M +$17.2K +199 +0.7%
CB
510
Commerce Bank
Missouri
$2.25M -$365K -4,223 -12%
CMANY
511
Capital Management Associates (New York)
New York
$2.25M -$64.7K -749 -2%
GVAG
512
Great Valley Advisor Group
Delaware
$2.25M -$31.6K -366 -1%
FIA
513
Foundations Investment Advisors
Arizona
$2.23M +$1.7M +19,642 +189%
Carson Wealth (CWM LLC)
514
Carson Wealth (CWM LLC)
Nebraska
$2.23M -$177K -2,051 -6%
CPA
515
Capital Planning Advisors
California
$2.22M +$108K +1,256 +4%
NEI
516
Northwest & Ethical Investments
Ontario, Canada
$2.21M -$693K -8,027 -21%
GMA
517
Glassy Mountain Advisors
Maryland
$2.2M +$2.56M +29,696 New
CWM
518
Congress Wealth Management
Massachusetts
$2.2M -$169K -1,961 -6%
BFS
519
Bard Financial Services
Connecticut
$2.2M +$153K +1,775 +6%
CG
520
Colony Group
Massachusetts
$2.19M +$1.24M +14,378 +95%
WE
521
Wealth Effects
Massachusetts
$2.19M -$706K -8,179 -22%
RFA
522
Register Financial Advisors
Georgia
$2.14M +$2.5M +28,903 New
SWM
523
Sculati Wealth Management
Michigan
$2.14M +$260K +3,012 +12%
MMA
524
Miracle Mile Advisors
California
$2.14M +$63.9K +740 +3%
AG
525
Ascent Group
Virginia
$2.13M -$122K -1,415 -5%

BX Hedge Fund Activity: Q4 2022 in Review

1,557 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Blackstone (BX) for Q4 2022, worth a combined $35.2B — down 7% from $37.9B a quarter earlier.

Buyers outnumbered sellers: 186 funds opened new BX positions and 141 closed out — a net gain of 45 holders — while 555 added to existing stakes and 630 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.17B. The largest seller was Janus Henderson Group, cutting an estimated $480M.

  • 1,557 institutional investors held Blackstone (BX) as of Q4 2022, up from 1,540 in Q3 2022.
  • Funds reported $35.2B of Blackstone stock for Q4 2022, down 7% quarter-over-quarter.
  • 186 funds opened new Blackstone positions in Q4 2022 and 141 closed out, a net change of +45 holders.
  • The largest Blackstone buyer in Q4 2022 was Capital World Investors, an estimated $1.17B added.
  • The largest Blackstone seller in Q4 2022 was Janus Henderson Group, an estimated $480M sold.

Based on aggregated 13F filings for Q4 2022.