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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
AWM
876
Axxcess Wealth Management
California
$731K +$9.88K +102 +1%
AF
877
Advisornet Financial
Minnesota
$729K -$64.9K -670 -7%
GG
878
Golden Green
South Carolina
$729K -$29.9K -309 -3%
HWM
879
HB Wealth Management
Georgia
$728K -$810K -8,365 -49%
LWP
880
Lumature Wealth Partners
Georgia
$728K +$8.91K +92 +1%
MFA
881
Mayflower Financial Advisors
Massachusetts
$727K -$185K -1,914 -18%
LIA
882
LBMC Investment Advisors
Tennessee
$723K +$36.4K +376 +5%
AF
883
Apexium Financial
Texas
$723K +$54.1K +559 +7%
CANC
884
Culbertson A N & Co
Virginia
$714K +$38.7K +400 +5%
MSCM
885
McElhenny Sheffield Capital Management
Texas
$713K
SWM
886
Silverlake Wealth Management
Vermont
$712K +$2.13K +22 +0.3%
TWM
887
Tradition Wealth Management
Minnesota
$712K +$5.33K +55 +0.7%
CAG
888
Csenge Advisory Group
Florida
$710K +$13.7K +141 +2%
FPF
889
First Pacific Financial
Washington
$708K +$57.8K +597 +8%
MRCM
890
M&R Capital Management
New Jersey
$705K -$968 -10 -0.1%
NW
891
Naviter Wealth
Arkansas
$703K -$23K -237 -3%
OFS
892
OneAscent Financial Services
Alabama
$701K +$36.3K +375 +5%
GAM
893
Gotham Asset Management
New York
$699K +$167K +1,728 +26%
CCM
894
CTC Capital Management
Illinois
$699K +$547K +5,650 +209%
EPA
895
Element Pointe Advisors
Florida
$698K -$9.49K -98 -1%
OCAM
896
Onex Canada Asset Management
Ontario, Canada
$695K -$48.4K -500 -6%
YCM
897
Yousif Capital Management
Michigan
$695K -$46.5K -480 -5%
BAM
898
Byrne Asset Management
New Jersey
$693K +$227K +2,348 +40%
AC
899
Apella Capital
Connecticut
$691K +$15.9K +164 +2%
RC
900
RegentAtlantic Capital
New Jersey
$691K +$105K +1,089 +15%

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.