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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
HWM
901
Heirloom Wealth Management
Colorado
$613K +$714K +8,263 New
QI
902
Qtron Investments
Massachusetts
$612K -$92.1K -1,066 -11%
AC
903
Apella Capital
Connecticut
$611K -$2.07K -24 -0.3%
PJSIMP
904
P.J. Schmidt Investment Management (PJS)
Wisconsin
$611K -$189K -2,192 -21%
JEST
905
JTC Employer Solutions Trustee
Jersey
$610K
CW
906
CreativeOne Wealth
Kansas
$608K -$84.6K -980 -11%
AO
907
Advisor OS
Illinois
$601K +$95.1K +1,101 +16%
CHAM
908
Clear Harbor Asset Management
Connecticut
$601K +$5.18K +60 +0.7%
DIP
909
DT Investment Partners
Pennsylvania
$597K -$82.7K -958 -11%
QPW
910
Quantum Private Wealth
Florida
$597K +$346K +4,001 +99%
PCG
911
Prosperity Consulting Group
Maryland
$595K -$91K -1,054 -12%
BBI
912
Baxter Bros Inc
Connecticut
$594K +$98K +1,135 +17%
LWP
913
Lumature Wealth Partners
Georgia
$592K -$62.6K -725 -8%
HEIP
914
Hudson Edge Investment Partners
New Jersey
$591K +$3.45K +40 +0.5%
CCMG
915
Clark Capital Management Group
Pennsylvania
$589K +$368K +4,267 +116%
CSS
916
Cubist Systematic Strategies
Connecticut
$588K -$579K -6,700 -46%
VCS
917
Vaughan & Co Securities
New Jersey
$587K -$17.3K -200 -2%
FNT
918
First National Trust
Pennsylvania
$585K +$28.8K +333 +4%
ONB
919
Old National Bancorp
Indiana
$584K +$3.89K +45 +0.6%
RFMS
920
RWQ Financial Management Services
Florida
$584K +$156K +1,805 +30%
Verition Fund Management
921
Verition Fund Management
Connecticut
$583K -$1.07M -12,363 -61%
TA
922
Tectonic Advisors
Texas
$580K
DWP
923
Daymark Wealth Partners
Ohio
$579K +$674K +7,804 New
B
924
Bailard
California
$575K +$33.2K +384 +5%
HTC
925
Haverford Trust Company
Pennsylvania
$574K

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.