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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
LI
876
Latash Investments
Alaska
$651K
WWM
877
Westwood Wealth Management
California
$649K +$142K +1,650 +23%
FAIM
878
Financial Advocates Investment Management
Washington
$649K -$126K -1,461 -14%
GG
879
Golden Green
South Carolina
$648K +$2.16K +25 +0.3%
SAG
880
SageView Advisory Group
California
$643K +$749K +8,671 New
LIA
881
LBMC Investment Advisors
Tennessee
$641K +$259 +3 +0%
CGL
882
Clarius Group LLC
Washington
$639K -$21.7K -251 -3%
RWM
883
Ritholtz Wealth Management
New York
$639K -$143K -1,655 -16%
DZ Bank
884
DZ Bank
Germany
$638K -$432K -5,000 -37%
SWM
885
Silverlake Wealth Management
Vermont
$637K +$6.04K +70 +0.8%
LBC
886
Lowe Brockenbrough & Co
Virginia
$632K +$71K +822 +11%
MSCM
887
McElhenny Sheffield Capital Management
Texas
$632K
SFS
888
Stiles Financial Services
Minnesota
$631K +$735K +8,506 New
DWM
889
Dakota Wealth Management
Florida
$631K -$151K -1,753 -17%
AF
890
Apexium Financial
Texas
$630K -$12.7K -147 -2%
ACI
891
Alpha Cubed Investments
California
$627K +$278K +3,216 +61%
CAG
892
Csenge Advisory Group
Florida
$625K -$5.18K -60 -0.7%
PCM
893
Pennsylvania Capital Management
Pennsylvania
$622K -$2.93M -33,894 -82%
S
894
SignatureFD
Georgia
$621K +$118K +1,367 +20%
MRCM
895
M&R Capital Management
New Jersey
$619K -$6.91K -80 -0.9%
FWCM
896
Ferguson Wellman Capital Management
Oregon
$618K -$21.5M -248,503 -97%
NW
897
Naviter Wealth
Arkansas
$618K -$121K -1,396 -17%
OCAM
898
Onex Canada Asset Management
Ontario, Canada
$616K
SIC
899
Sterling Investment Counsel
New York
$616K +$92.6K +1,072 +15%
SFI
900
Siemens Fonds Invest
Germany
$615K +$63.3K +733 +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.