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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
RWMG
1276
Redwood Wealth Management Group
New Jersey
$232K +$270K +3,125 New
SMWM
1277
Silvia McColl Wealth Management
California
$232K +$270K +3,124 New
RRCM
1278
Rappaport Reiches Capital Management
Illinois
$231K -$216K -2,499 -45%
OFS
1279
OneAscent Financial Services
Alabama
$230K -$455K -5,273 -63%
IWA
1280
IVC Wealth Advisors
Pennsylvania
$229K -$4.23K -49 -2%
ACA
1281
Affinity Capital Advisors
California
$229K
CC
1282
Cadinha & Co
Hawaii
$229K -$149K -1,725 -36%
BWL
1283
Bogart Wealth LLC
Virginia
$229K -$7.08K -82 -3%
HFS
1284
Howard Financial Services
Texas
$229K -$58.2K -674 -18%
CFS
1285
CRA Financial Services
New Jersey
$228K -$47.4K -549 -15%
1IA
1286
1834 Investment Advisors
Wisconsin
$228K -$46.5K -538 -15%
GC
1287
Gratus Capital
Georgia
$227K -$12M -138,969 -98%
SC
1288
Sepio Capital
Utah
$227K +$691 +8 +0.3%
LC
1289
Lindbrook Capital
California
$226K +$6.48K +75 +3%
PWMAG
1290
Pinnacle Wealth Management Advisory Group
New Jersey
$226K -$207K -2,399 -44%
WWMSC
1291
Wagner Wealth Management (South Carolina)
South Carolina
$226K -$173 -2 -0.1%
RCM
1292
RB Capital Management
Nevada
$225K +$8.03K +93 +3%
SPWM
1293
Schrum Private Wealth Management
Florida
$223K -$120K -1,391 -32%
HKIMG
1294
Hutchens & Kramer Investment Management Group
Indiana
$223K -$5.01K -58 -2%
KBFS
1295
Kohmann Bosshard Financial Services
Ohio
$223K +$259K +3,000 New
Bank Julius Baer & Co
1296
Bank Julius Baer & Co
Switzerland
$222K -$44.6K -516 -15%
LCS
1297
Levin Capital Strategies
New York
$222K
JHCP
1298
Jackson Hole Capital Partners
Oklahoma
$221K +$258K +2,985 New
NAM
1299
NorthCrest Asset Manangement
Minnesota
$220K -$691 -8 -0.3%
CCWM
1300
Cassaday & Co Wealth Management
Virginia
$220K +$256K +2,960 New

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.