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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
DAC
776
Dividend Assets Capital
South Carolina
$898K
ZF
777
Zhang Financial
Michigan
$897K -$41K -475 -4%
BFC
778
Blue Fin Capital
Rhode Island
$883K +$417K +4,826 +68%
SSWM
779
Sheets Smith Wealth Management
North Carolina
$880K
SAM
780
Secure Asset Management
Michigan
$880K -$9.33K -108 -0.9%
AWP
781
Accretive Wealth Partners
New Jersey
$877K +$68.7K +795 +7%
AWM
782
Angeles Wealth Management
California
$872K +$1.01M +11,750 New
EGA
783
E&G Advisors
Texas
$871K -$47.5K -550 -4%
RWB
784
RMR Wealth Builders
New Jersey
$867K +$159K +1,840 +19%
WKWM
785
Walter & Keenan Wealth Management
Indiana
$867K +$4.32K +50 +0.4%
VCA
786
Verdence Capital Advisors
Maryland
$864K +$66.2K +766 +7%
SFS
787
Sowell Financial Services
Arkansas
$860K +$1M +11,592 New
WAM
788
Wakefield Asset Management
Colorado
$857K +$998K +11,552 New
CCB
789
Country Club Bank
Missouri
$853K +$518 +6 +0.1%
PCIA
790
Prime Capital Investment Advisors
Kansas
$850K +$498K +5,763 +101%
DT
791
Diversified Trust
Tennessee
$850K -$41.5K -480 -4%
HCM
792
Highlander Capital Management
New Jersey
$849K -$21.6K -250 -2%
AIP
793
Almanack Investment Partners
Pennsylvania
$848K +$987K +11,433 New
LW
794
Linscomb Wealth
Texas
$847K +$359K +4,162 +57%
MCM
795
Mork Capital Management
California
$844K +$982K +11,370 New
CA
796
Carson Advisory
Georgia
$843K -$40.5K -469 -4%
AC
797
AXQ Capital
New Jersey
$830K +$966K +11,191 New
UH
798
Unigestion Holding
Switzerland
$825K -$344K -3,978 -27%
PCM
799
Poehling Capital Management
Wisconsin
$821K -$2.07K -24 -0.2%
CCM
800
Chickasaw Capital Management
Tennessee
$821K

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.