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Blackstone
BX

Overview Fund Activity

1,532 hedge funds and large institutions have $37.9B invested in Blackstone in 2022 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 731 increasing their positions, 485 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,532
Holders Change
-54
Holders Change %
-3.4%
% of All Funds
26.49%
Holding in Top 10
75
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.85%
% of All Funds
1.3%
New
87
Increased
731
Reduced
485
Closed
118
Calls
$831M
Puts
$1.01B
Net Calls
-$180M
Net Calls Change
-$149M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$570M
2
Capital World Investors
Capital World Investors
California
+$336M
3
Edgewood Management
Edgewood Management
Connecticut
+$299M
4
Capital International Investors
Capital International Investors
California
+$261M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$139M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$165M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$122M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$115M
4
Millennium Management
Millennium Management
New York
-$88.6M
5
Holocene Advisors
Holocene Advisors
New York
-$82.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIC
1101
Clifford Swan Investment Counsel
California
$386K -$7.94K -95 -2%
ST
1102
Smithfield Trust
Pennsylvania
$386K +$55.7K +666 +17%
PWLP
1103
Prio Wealth Limited Partnership
Massachusetts
$383K -$4.27K -51 -1%
NCM
1104
NCM Capital Management
New Jersey
$381K +$18.8K +225 +5%
CGH
1105
Crossmark Global Holdings
Texas
$379K -$6.28K -75 -2%
SMA
1106
Sage Mountain Advisors
Georgia
$377K +$27.4K +328 +8%
PWM
1107
PBMares Wealth Management
Virginia
$376K +$41.8K +500 +13%
GCA
1108
Gradient Capital Advisors
California
$376K +$376K +4,487 New
RRA
1109
Round Rock Advisors
Connecticut
$376K +$376K +4,494 New
AIM
1110
Anchor Investment Management
South Carolina
$375K -$41.9K -500 -10%
PGIM
1111
Pacific Global Investment Management
California
$371K +$7.54K +90 +2%
RWA
1112
Redmont Wealth Advisors
Illinois
$370K +$41.4K +495 +13%
NL
1113
NVWM LLC
Pennsylvania
$370K +$370K +4,429 New
BCM
1114
Boltwood Capital Management
California
$369K +$79.3K +948 +27%
MTWM
1115
Masso Torrence Wealth Management
New Jersey
$368K -$19.5K -233 -5%
ATWA
1116
Arbor Trust Wealth Advisors
Michigan
$368K – – –
PVH
1117
Psagot Value Holdings
Israel
$368K – – –
SPWM
1118
Schrum Private Wealth Management
Florida
$368K +$32.1K +383 +10%
BFAG
1119
Blackston Financial Advisory Group
Florida
$368K +$50.9K +559 +16%
OWP
1120
Obermeyer Wealth Partners
Colorado
$367K -$14.7K -175 -4%
OHWP
1121
Oak Harbor Wealth Partners
North Carolina
$367K +$15.9K +190 +5%
BWP
1122
BSW Wealth Partners
Colorado
$366K – – –
BFWA
1123
Benchmark Financial Wealth Advisors
Florida
$365K +$23.4K +280 +7%
SF
1124
Summit Financial
New Jersey
$364K +$88.2K +1,054 +32%
AAS
1125
Annex Advisory Services
Wisconsin
$362K +$16.9K +202 +5%
43 44
45
46 47