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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
HIMC
1076
Heritage Investors Management Corp
Maryland
$396K +$162K +1,878 +54%
QPWM
1077
Quadrant Private Wealth Management
Pennsylvania
$396K +$461K +5,337 New
JWBC
1078
J.W. Burns & Co
New York
$395K -$4.32K -50 -0.9%
BCM
1079
Boltwood Capital Management
California
$395K +$78.8K +913 +21%
MCWS
1080
McKinley Carter Wealth Services
West Virginia
$394K -$5.87K -68 -1%
SP
1081
Symmetry Partners
Connecticut
$391K
GWMIA
1082
Global Wealth Management Investment Advisory
Florida
$389K +$134K +1,547 +42%
MWA
1083
Meridian Wealth Advisors
Texas
$388K -$34.5K -400 -7%
WPW
1084
Warther Private Wealth
Ohio
$387K -$133K -1,544 -23%
SIC
1085
Salem Investment Counselors
North Carolina
$385K -$4.32K -50 -1%
VCP
1086
Verus Capital Partners
Arizona
$383K -$24.9K -288 -5%
KA
1087
Kozak & Associates
Colorado
$382K +$4.14K +48 +0.9%
PFA
1088
Pathway Financial Advisers
Indiana
$382K +$444K +5,142 New
CMTU
1089
Capital Markets Trading (UK)
United Kingdom
$381K -$2.53M -29,260 -85%
SAS
1090
Sanford Advisory Services
Michigan
$380K +$27.4K +317 +7%
CWM
1091
Curi Wealth Management
North Carolina
$378K +$1.12K +13 +0.3%
JAM
1092
Jupiter Asset Management
United Kingdom
$376K -$7.8M -90,307 -95%
KIG
1093
Kennedy Investment Group
New Jersey
$376K +$437K +5,065 New
MCM
1094
Morton Capital Management
California
$375K
MTC
1095
McDaniel Terry & Co
Texas
$375K
EW
1096
Evoke Wealth
California
$375K +$263K +3,051 +153%
ACM
1097
Avalon Capital Management
California
$375K -$173K -2,000 -28%
WB
1098
West Bancorporation
Iowa
$375K
MBT
1099
Montecito Bank & Trust
California
$374K
SIG
1100
Spinnaker Investment Group
California
$374K -$33.4K -387 -7%

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.