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Blackstone

1,593 hedge funds and large institutions have $40B invested in Blackstone in 2022 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 745 increasing their positions, 510 reducing their positions, and 186 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 745 | Existing positions reduced: 510

0.79% less ownership

Funds ownership: 63.49%62.7% (-0.79%)

3% less call options, than puts

Call options by funds: $918M | Put options by funds: $949M

6% less funds holding

Funds holding: 1,6871,593 (-94)

27% less funds holding in top 10

Funds holding in top 10: 10879 (-29)

29% less capital invested

Capital invested by funds: $56B → $40B (-$16B)

35% less first-time investments, than exits

New positions opened: 121 | Existing positions closed: 186

Holders
1,593
Holders Change
-94
Holders Change %
-5.57%
% of All Funds
26.84%
Holding in Top 10
79
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-26.85%
% of All Funds
1.33%
New
121
Increased
745
Reduced
510
Closed
186
Calls
$918M
Puts
$949M
Net Calls
-$30.8M
Net Calls Change
-$132M
Name Holding Trade Value Shares
Change
Change in
Stake
ClearBridge Investments
26
ClearBridge Investments
New York
$265M -$47.2M -436,796 -13%
FCM
27
Farallon Capital Management
California
$257M -$11M -102,000 -3%
D.E. Shaw & Co
28
D.E. Shaw & Co
New York
$252M -$17.8M -165,037 -6%
BMO
29
Beck Mack & Oliver
New York
$214M -$2.81M -26,008 -1%
JMPWA
30
JP Morgan Private Wealth Advisors
California
$212M +$22.8M +211,476 +10%
N
31
Nuveen
North Carolina
$206M -$15M -139,179 -6%
UBS AM
32
UBS AM
Illinois
$204M -$22.9M -211,809 -9%
CCP
33
Cryder Capital Partners
United Kingdom
$203M +$17.6M +162,566 +8%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$187M -$50.7M -469,879 -19%
Winslow Capital Management
35
Winslow Capital Management
Minnesota
$176M -$125M -1,161,969 -38%
APG Asset Management
36
APG Asset Management
Netherlands
$175M -$23.7M -219,084 -10%
Charles Schwab
37
Charles Schwab
California
$171M +$1.83M +16,901 +0.9%
Holocene Advisors
38
Holocene Advisors
New York
$169M +$91M +842,219 +84%
RJA
39
Raymond James & Associates
Florida
$149M -$3.9M -36,153 -2%
EWM
40
Evercore Wealth Management
New York
$143M -$973K -9,010 -0.6%
Citigroup
41
Citigroup
New York
$134M -$2.01M -18,582 -1%
Goldman Sachs
42
Goldman Sachs
New York
$124M +$9.34M +86,497 +7%
TD Asset Management
43
TD Asset Management
Ontario, Canada
$122M -$61M -565,031 -30%
Lord, Abbett & Co
44
Lord, Abbett & Co
New Jersey
$122M +$1.15M +10,638 +0.8%
DPCM
45
Darlington Partners Capital Management
California
$113M -$103M -953,072 -43%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$113M +$3.16M +29,284 +2%
MG
47
Markel Group
Virginia
$112M
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$110M -$301K -2,783 -0.2%
HighTower Advisors
49
HighTower Advisors
Illinois
$109M +$13.1M +120,895 +11%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$109M +$1.99M +18,427 +2%

BX Hedge Fund Activity: Q2 2022 in Review

1,593 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Blackstone (BX) for Q2 2022, worth a combined $40B — down 29% from $56B a quarter earlier.

Sellers outnumbered buyers: 186 funds closed out of BX and 121 opened new positions — a net loss of 65 holders — while 510 trimmed existing stakes and 745 added.

The largest buyer was Edgewood Management, adding an estimated $792M. The largest seller was Janus Henderson Group, cutting an estimated $219M.

  • 1,593 institutional investors held Blackstone (BX) as of Q2 2022, down from 1,687 in Q1 2022.
  • Funds reported $40B of Blackstone stock for Q2 2022, down 29% quarter-over-quarter.
  • 121 funds opened new Blackstone positions in Q2 2022 and 186 closed out, a net change of -65 holders.
  • The largest Blackstone buyer in Q2 2022 was Edgewood Management, an estimated $792M added.
  • The largest Blackstone seller in Q2 2022 was Janus Henderson Group, an estimated $219M sold.

Based on aggregated 13F filings for Q2 2022.