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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
ML
1326
McAdam LLC
Pennsylvania
$205K +$137K +1,581 New
ZIM
1327
Zacks Investment Management
Illinois
$205K +$239K +2,763 New
CFO
1328
Collective Family Office
Pennsylvania
$204K -$212K -2,450 -47%
BF
1329
Brogan Financial
Tennessee
$204K +$237K +2,748 New
CL
1330
Choreo LLC
Illinois
$203K +$8.72K +101 +4%
CWM
1331
Concentric Wealth Management
California
$203K
CAAS
1332
Capital Asset Advisory Services
Michigan
$202K -$4.84K -56 -2%
UBV
1333
United Bank (Virginia)
Virginia
$200K -$5.18K -60 -2%
WPP
1334
Whalerock Point Partners
Rhode Island
$200K -$58.6K -678 -20%
MCM
1335
Manchester Capital Management
Vermont
$194K +$21.3K +247 +10%
LFG
1336
Larson Financial Group
Missouri
$191K -$43.4K -502 -16%
S
1337
Seeyond
France
$190K -$518 -6 -0.2%
DMBA
1338
Deseret Mutual Benefit Administrators
Utah
$190K -$217K -2,514 -50%
SGA
1339
Seaport Global Advisors
Massachusetts
$187K -$17.3K -200 -7%
EWM
1340
Evermay Wealth Management
Virginia
$186K -$4.75K -55 -2%
SN
1341
Sittner & Nelson
Oregon
$182K +$82K +950 +63%
BC
1342
Bartlett & Co
Ohio
$180K +$8.64K +100 +4%
BCWM
1343
Bartlett & Co Wealth Management
Ohio
$180K +$8.64K +100 +4%
TFGT
1344
TS Financial Group (TSFG)
Illinois
$177K -$17.6K -204 -8%
TWA
1345
Tandem Wealth Advisors
Arizona
$174K +$202K +2,344 New
PFC
1346
Phocas Financial Corp
California
$168K -$108K -1,255 -36%
LWCFA
1347
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$165K -$3.02K -35 -2%
FCA
1348
FinTrust Capital Advisors
South Carolina
$160K -$64.3K -745 -26%
CAL
1349
Capital Advisors Ltd
Ohio
$158K +$2.33K +27 +1%
GWS
1350
Glassman Wealth Services
Virginia
$157K -$12.2K -141 -6%

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.