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Blackstone

1,540 hedge funds and large institutions have $37.9B invested in Blackstone in 2022 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 736 increasing their positions, 486 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more repeat investments, than reductions

Existing positions increased: 736 | Existing positions reduced: 486

1.89% more ownership

Funds ownership: 62.7%64.59% (+1.9%)

3% less funds holding

Funds holding: 1,5941,540 (-54)

5% less funds holding in top 10

Funds holding in top 10: 7975 (-4)

5% less capital invested

Capital invested by funds: $40B → $37.9B (-$2.11B)

18% less call options, than puts

Call options by funds: $831M | Put options by funds: $1.01B

26% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 118

Holders
1,540
Holders Change
-54
Holders Change %
-3.39%
% of All Funds
26.52%
Holding in Top 10
75
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.06%
% of All Funds
1.29%
New
87
Increased
736
Reduced
486
Closed
118
Calls
$831M
Puts
$1.01B
Net Calls
-$180M
Net Calls Change
-$149M
Name Holding Trade Value Shares
Change
Change in
Stake
KFS
551
Kaizen Financial Strategies
California
$2.3M +$264K +2,723 +11%
GIA
552
Gladstone Institutional Advisory
Florida
$2.29M +$440K +4,540 +20%
AFM
553
Abbot Financial Management
Massachusetts
$2.29M +$55.2K +570 +2%
NLP
554
Next Level Private
New York
$2.28M +$2.18M +22,552 +997%
First Manhattan
555
First Manhattan
New York
$2.27M -$254K -2,625 -9%
TSWM
556
Tyler-Stone Wealth Management
Ohio
$2.27M +$3.39K +35 +0.1%
AIM
557
Allen Investment Management
New York
$2.27M -$2.46M -25,375 -48%
AC
558
Allstate Corporation
Illinois
$2.27M +$556K +5,743 +27%
GAM
559
Grandview Asset Management
Pennsylvania
$2.26M -$122K -1,256 -4%
EFS
560
Essex Financial Services
Connecticut
$2.25M +$152K +1,566 +6%
TIP
561
Torray Investment Partners
Maryland
$2.23M +$43.3K +447 +2%
USCWA
562
U.S. Capital Wealth Advisors
Texas
$2.22M +$189K +1,953 +8%
MAM
563
Mastrapasqua Asset Management
Tennessee
$2.21M +$78K +805 +3%
SWM
564
Spire Wealth Management
Virginia
$2.2M -$1.76M -18,142 -41%
Comerica Bank
565
Comerica Bank
Texas
$2.19M -$248K -2,559 -9%
JIP
566
Jaffetilchin Investment Partners
Florida
$2.18M -$87.1K -899 -3%
WIM
567
WealthPlan Investment Management
Nebraska
$2.17M +$2.71M +27,985 New
CIA
568
Cohen Investment Advisors
New Hampshire
$2.17M +$27.6K +285 +1%
BHA
569
Beech Hill Advisors
New York
$2.16M -$4.84K -50 -0.2%
SWM
570
Sculati Wealth Management
Michigan
$2.16M +$133K +1,375 +6%
SAM
571
Security Asset Management
New York
$2.16M +$1M +10,377 +67%
P
572
&Partners
Tennessee
$2.15M -$72.2K -745 -3%
CIA
573
Compass Ion Advisors
Pennsylvania
$2.14M +$30K +310 +1%
PHS
574
Pekin Hardy Strauss
Illinois
$2.14M +$170K +1,756 +7%
SIAP
575
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.14M +$72.2K +746 +3%

BX Hedge Fund Activity: Q3 2022 in Review

1,540 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Blackstone (BX) for Q3 2022, worth a combined $37.9B — down 5.3% from $40B a quarter earlier.

Sellers outnumbered buyers: 118 funds closed out of BX and 87 opened new positions — a net loss of 31 holders — while 486 trimmed existing stakes and 736 added.

The largest buyer was Janus Henderson Group, adding an estimated $660M. The largest seller was JP Morgan Chase, cutting an estimated $191M.

  • 1,540 institutional investors held Blackstone (BX) as of Q3 2022, down from 1,594 in Q2 2022.
  • Funds reported $37.9B of Blackstone stock for Q3 2022, down 5.3% quarter-over-quarter.
  • 87 funds opened new Blackstone positions in Q3 2022 and 118 closed out, a net change of -31 holders.
  • The largest Blackstone buyer in Q3 2022 was Janus Henderson Group, an estimated $660M added.
  • The largest Blackstone seller in Q3 2022 was JP Morgan Chase, an estimated $191M sold.

Based on aggregated 13F filings for Q3 2022.