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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
Mackenzie Financial
51
Mackenzie Financial
Ontario, Canada
$109M -$2.84M -26,308 -2%
Dimensional Fund Advisors
52
Dimensional Fund Advisors
Texas
$106M +$14.6M +135,502 +13%
CS
53
Credit Suisse
Switzerland
$104M -$4.78M -44,239 -4%
Millennium Management
54
Millennium Management
New York
$104M -$52M -481,580 -30%
DLA
55
Douglas Lane & Associates
New York
$102M -$2.46M -22,776 -2%
National Pension Service
56
National Pension Service
South Korea
$101M +$10.6M +98,102 +10%
William Blair & Company
57
William Blair & Company
Illinois
$100M +$6.63M +61,374 +6%
Fidelity Investments
58
Fidelity Investments
Massachusetts
$98.6M +$17.3M +160,037 +17%
AIM
59
Alphinity Investment Management
Australia
$97.7M +$28.2M +260,868 +32%
Macquarie Group
60
Macquarie Group
Australia
$97.3M -$21.3M -197,203 -16%
Deutsche Bank
61
Deutsche Bank
Germany
$96.1M -$186M -1,724,935 -62%
First Trust Advisors
62
First Trust Advisors
Illinois
$95M +$20.6M +190,943 +22%
Stifel Financial
63
Stifel Financial
Missouri
$94.8M +$3.34M +30,938 +3%
Ameriprise
64
Ameriprise
Minnesota
$91.6M +$37.9M +351,296 +54%
JKSF
65
John & Kathleen Schreiber Foundation
Illinois
$89.4M +$8.76M +81,100 +9%
Allianz Asset Management
66
Allianz Asset Management
Germany
$88.6M +$10.7M +99,339 +11%
Victory Capital Management
67
Victory Capital Management
Texas
$87.9M +$3.59M +33,203 +4%
HCL
68
Heard Capital LLC
Illinois
$83.5M +$5.92M +54,800 +6%
Arrowstreet Capital
69
Arrowstreet Capital
Massachusetts
$81.9M +$35.1M +324,875 +57%
Jennison Associates
70
Jennison Associates
New York
$80.5M +$4.12M +38,115 +5%
CAM
71
Cacti Asset Management
Georgia
$79.5M +$97.2K +900 +0.1%
Amundi
72
Amundi
France
$77.5M +$994K +9,204 +1%
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$77.2M +$7.18M +66,485 +9%
HSBC Holdings
74
HSBC Holdings
United Kingdom
$74.2M +$6.55M +60,653 +8%
State Board of Administration of Florida Retirement System
75
State Board of Administration of Florida Retirement System
Florida
$73.9M -$618K -5,724 -0.7%

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.