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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 %
ONST
1051
Old North State Trust
North Carolina
$413K +$37.1K +500 +10%
AUB
1052
Atlantic Union Bankshares
Virginia
$412K -$95K -1,280 -19%
KeyBank National Association
1053
KeyBank National Association
Ohio
$411K -$20K -270 -5%
FPCP
1054
Fort Point Capital Partners
California
$410K +$23K +310 +6%
AAM
1055
Augustine Asset Management
Florida
$409K +$409K +5,515 New
OPA
1056
Old Port Advisors
Maine
$407K +$2.75K +37 +0.7%
EFH
1057
Eaton Financial Holdings
Florida
$406K +$406K +5,466 New
FWA
1058
Freedom Wealth Alliance
Wisconsin
$404K +$404K +5,449 New
BHWM
1059
Bar Harbor Wealth Management
New Hampshire
$404K -$9.57K -129 -2%
FAT
1060
First American Trust
California
$403K -$74.2K -1,000 -16%
SIC
1061
Samalin Investment Counsel
New York
$401K -$33.5K -452 -8%
FBC
1062
Fairfield, Bush & Co
Connecticut
$401K -$150K -2,017 -27%
RFA
1063
Resurgent Financial Advisors
Georgia
$401K +$155K +2,084 +63%
OWA
1064
Octavia Wealth Advisors
Ohio
$400K +$12.5K +169 +3%
EGM
1065
Engineers Gate Manager
New York
$400K -$536K -7,218 -57%
MP
1066
McDonald Partners
Ohio
$400K -$3.19K -43 -0.8%
EWM
1067
EPG Wealth Management
Georgia
$399K +$1.04K +14 +0.3%
VWM
1068
Venturi Wealth Management
Texas
$399K +$37.8K +509 +10%
HIMC
1069
Heritage Investors Management Corp
Maryland
$396K +$139K +1,878 +54%
QPWM
1070
Quadrant Private Wealth Management
Pennsylvania
$396K +$396K +5,337 New
JWBC
1071
J.W. Burns & Co
New York
$395K -$3.71K -50 -0.9%
BCM
1072
Boltwood Capital Management
California
$395K +$67.7K +913 +21%
MCWS
1073
McKinley Carter Wealth Services
West Virginia
$394K -$5.05K -68 -1%
SP
1074
Symmetry Partners
Connecticut
$391K – – –
GWMIA
1075
Global Wealth Management Investment Advisory
Florida
$389K +$115K +1,547 +42%
41 42
43
44 45