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Blackstone
BX

Overview Fund Activity

1,548 hedge funds and large institutions have $35.2B invested in Blackstone in 2022 Q4 according to their latest regulatory filings, with 185 funds opening new positions, 552 increasing their positions, 627 reducing their positions, and 141 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,548
Holders Change
+16
Holders Change %
+1.04%
% of All Funds
24.98%
Holding in Top 10
52
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-30.67%
% of All Funds
0.84%
New
185
Increased
552
Reduced
627
Closed
141
Calls
$1.03B
Puts
$1.75B
Net Calls
-$722M
Net Calls Change
-$542M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.01B
2
CSA
Cottage Street Advisors
Massachusetts
+$866M
3
Capital International Investors
Capital International Investors
California
+$542M
4
Ameriprise
Ameriprise
Minnesota
+$139M
5
Morgan Stanley
Morgan Stanley
New York
+$59.3M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$412M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$339M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$218M
4
ClearBridge Investments
ClearBridge Investments
New York
-$162M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
-$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWE
501
Avidian Wealth Enterprises
Texas
$2.28M +$608K +8,193 +36%
TPA
502
Trivium Point Advisory
Connecticut
$2.27M +$76.6K +967 +3%
1SB
503
1ST Source Bank
Indiana
$2.27M +$58.6K +790 +3%
GLA
504
Good Life Advisors
Pennsylvania
$2.27M -$41.1K -554 -2%
SCA
505
Snowden Capital Advisors
New York
$2.26M +$14.8K +199 +0.7%
CB
506
Commerce Bank
Missouri
$2.25M -$313K -4,223 -12%
CMANY
507
Capital Management Associates (New York)
New York
$2.25M -$55.6K -749 -2%
GVAG
508
Great Valley Advisor Group
Delaware
$2.25M -$27.2K -366 -1%
FIA
509
Foundations Investment Advisors
Arizona
$2.23M +$1.46M +19,642 +189%
Carson Wealth (CWM LLC)
510
Carson Wealth (CWM LLC)
Nebraska
$2.23M -$152K -2,051 -6%
CPA
511
Capital Planning Advisors
California
$2.22M +$93.2K +1,256 +4%
NEI
512
Northwest & Ethical Investments
Ontario, Canada
$2.21M -$596K -8,027 -21%
GMA
513
Glassy Mountain Advisors
Maryland
$2.2M +$2.2M +29,696 New
CWM
514
Congress Wealth Management
Massachusetts
$2.2M -$145K -1,961 -6%
BFS
515
Bard Financial Services
Connecticut
$2.2M +$132K +1,775 +6%
CG
516
Colony Group
Massachusetts
$2.19M +$1.07M +14,378 +95%
WE
517
Wealth Effects
Massachusetts
$2.19M -$607K -8,179 -22%
RFA
518
Register Financial Advisors
Georgia
$2.14M +$2.14M +28,903 New
SWM
519
Sculati Wealth Management
Michigan
$2.14M +$223K +3,012 +12%
MMA
520
Miracle Mile Advisors
California
$2.14M +$54.9K +740 +3%
AG
521
Ascent Group
Virginia
$2.13M -$105K -1,415 -5%
BMSSC
522
B. Metzler seel. Sohn & Co
Germany
$2.12M -$1.26M -17,048 -37%
BPC
523
Banque Pictet & Cie
Switzerland
$2.11M -$6.3M -84,929 -75%
SG
524
Somerset Group
Minnesota
$2.1M – – –
JCM
525
Jag Capital Management
Missouri
$2.09M -$389K -5,249 -16%
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