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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 %
Fisher Asset Management
1126
Fisher Asset Management
Washington
$346K -$22.6K -304 -6%
BAM
1127
BOS Asset Management
Illinois
$345K +$345K +4,654 New
OIA
1128
Optimum Investment Advisors
Illinois
$341K -$408K -5,505 -54%
PA
1129
Perennial Advisors
New York
$340K -$21.5K -290 -6%
RCG
1130
Regatta Capital Group
California
$338K +$22.3K +301 +7%
MAM
1131
Morse Asset Management
Connecticut
$338K -$804K -10,822 -70%
EWM
1132
Empirical Wealth Management
Washington
$337K +$61.5K +829 +22%
SLWA
1133
San Luis Wealth Advisors
California
$334K +$28.2K +381 +9%
MIM
1134
Merrion Investment Management
New Jersey
$334K -$74.2K -1,000 -18%
OWP
1135
Obermeyer Wealth Partners
Colorado
$334K +$8.25K +111 +3%
CSIC
1136
Clifford Swan Investment Counsel
California
$334K -$8.83K -119 -3%
GCA
1137
Gradient Capital Advisors
California
$333K – – –
BWP
1138
BSW Wealth Partners
Colorado
$332K +$7.2K +97 +2%
GA
1139
GraniteShares Advisors
New York
$331K +$331K +4,463 New
BFWA
1140
Benchmark Financial Wealth Advisors
Florida
$327K +$3.26K +44 +1%
WMS
1141
Wealth Management Solutions
Pennsylvania
$326K +$61.4K +827 +23%
BP
1142
Ballentine Partners
Massachusetts
$324K +$324K +4,373 New
LMKC
1143
L.M. Kohn & Company
Ohio
$323K +$11.6K +156 +4%
CCA
1144
Cora Capital Advisors
New Jersey
$323K +$323K +4,358 New
RBC
1145
Romano Brothers & Co
Illinois
$323K +$16.4K +221 +5%
WA1
1146
Wimmer Associates 1
California
$322K – – –
BFAG
1147
Blackston Financial Advisory Group
Florida
$321K +$21.6K +292 +7%
PFGIA
1148
Patriot Financial Group Insurance Agency
Massachusetts
$321K +$72K +970 +29%
MGIA
1149
Moneta Group Investment Advisors
Missouri
$319K -$257K -2,683 -45%
MWM
1150
Meridian Wealth Management
Kentucky
$318K -$742 -10 -0.2%
44 45
46
47 48