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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
SWM
726
Segment Wealth Management
Texas
$1.05M -$8.32M -96,344 -87%
MFG
727
Merit Financial Group
Georgia
$1.05M +$679K +7,862 +125%
LWM
728
Lodestone Wealth Management
Washington
$1.04M +$1.22M +14,074 New
HCMT
729
Highland Capital Management (Tennessee)
Tennessee
$1.03M -$432K -5,000 -26%
AssetMark Inc
730
AssetMark Inc
California
$1.03M +$837K +9,691 +229%
KA
731
Klingman & Associates
New York
$1.03M +$26.4K +306 +2%
SVWAG
732
Sound View Wealth Advisors Group
Georgia
$1.03M +$678K +7,846 New
CI
733
CAZ Investments
Texas
$1.02M +$1.19M +13,800 New
IAMOG
734
Investors Asset Management of Georgia
Georgia
$1.02M +$45.9K +532 +4%
SMC
735
Smith, Moore & Co
Missouri
$1.02M +$23.7K +275 +2%
NFG
736
Nations Financial Group
Iowa
$1.01M +$499K +5,782 +73%
GWSG
737
GPS Wealth Strategies Group
Colorado
$1.01M -$7.34K -85 -0.6%
FUBT
738
First United Bank & Trust
Maryland
$1M -$17.3K -200 -1%
RPSA
739
Richard P. Slaughter Associates
Texas
$998K -$96.8K -1,121 -8%
SCP
740
Syntal Capital Partners
Texas
$997K +$252K +2,921 +28%
ATPW
741
Ashton Thomas Private Wealth
Arizona
$996K +$216K +2,498 +23%
GPFA
742
Game Plan Financial Advisors
Ohio
$993K -$53K -614 -4%
LA
743
LBP AM
France
$993K +$1.16M +13,378 New
MHS
744
M Holdings Securities
Oregon
$984K -$2.16K -25 -0.2%
NVIM
745
New Vernon Investment Management
Illinois
$979K
GLR
746
Great Lakes Retirement
Ohio
$979K +$1.14M +13,200 New
TCPWM
747
Traverso Chambers Private Wealth Management
California
$978K +$8.55K +99 +0.8%
OPS
748
Orion Portfolio Solutions
Nebraska
$978K +$109K +1,267 +11%
AG
749
AIA Group
Hong Kong
$973K -$698K -8,088 -38%
RFC
750
Regions Financial Corp
Alabama
$970K -$119K -1,373 -10%

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.