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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 %
PP
1451
PFS Partners
New Jersey
$33.7K +$14.8K +200 +79%
IGWM
1452
ICA Group Wealth Management
Colorado
$32.1K -$404K -5,079 -93%
TIM
1453
Tortoise Investment Management
New York
$31.5K – – –
CA
1454
Crewe Advisors
Utah
$30.6K -$148 -2 -0.5%
AI
1455
AXS Investments
New York
$28.6K +$28.6K +386 New
RWM
1456
Ruedi Wealth Management
Illinois
$27.8K +$27.8K +375 New
IBOK
1457
Independence Bank of Kentucky
Kentucky
$27K – – –
PI
1458
PineBridge Investments
New York
$26.3K – – –
AWM
1459
Ameliora Wealth Management
Switzerland
$26K – – –
AWM
1460
AllSquare Wealth Management
New York
$25.7K – – –
FIM
1461
FWL Investment Management
Texas
$24.5K +$24.5K +330 New
SIC
1462
SJS Investment Consulting
Ohio
$23.9K +$890 +12 +4%
MWM
1463
MinichMacGregor Wealth Management
New York
$23.7K +$23.7K +319 New
KC
1464
Knuff & Co
California
$22.3K -$51.9K -700 -70%
CNBTD
1465
Citizens National Bank Trust Department
Mississippi
$22K – – –
TFP
1466
Tilia Fiduciary Partners
North Carolina
$21.8K -$4.45K -60 -17%
KFS
1467
Kelly Financial Services
Massachusetts
$21K – – –
AIC
1468
Ayalon Insurance Company
Israel
$20K – – –
BWA
1469
Boulder Wealth Advisors
Colorado
$20K +$20K +263 New
CAS
1470
Coppell Advisory Solutions
Texas
$20K +$20K +269 New
CASC
1471
Coppell Advisory Solutions Corp
Texas
$20K +$20K +269 New
CWA
1472
Core Wealth Advisors
Florida
$19.7K – – –
HWMA
1473
Heritage Wealth Management (Arizona)
Arizona
$19.6K -$27.3K -368 -58%
TFS
1474
TrustCore Financial Services
Tennessee
$19.4K – – –
Federated Hermes
1475
Federated Hermes
Pennsylvania
$18.6K +$18.6K +251 New
57 58
59
60 61