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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
LPL Financial
76
LPL Financial
California
$73.6M -$5.04M -46,702 -5%
WHG
77
Westwood Holdings Group
Texas
$72.5M +$3.25M +30,053 +4%
CLOS
78
Compagnie Lombard Odier SCmA
Switzerland
$72.4M -$6.97M -64,516 -8%
Invesco
79
Invesco
Georgia
$71.5M -$14.7M -136,089 -15%
EVM
80
Eaton Vance Management
Massachusetts
$70.5M -$11M -102,107 -12%
SEI Investments
81
SEI Investments
Pennsylvania
$69.8M -$6.53M -60,500 -7%
Massachusetts Financial Services
82
Massachusetts Financial Services
Massachusetts
$69.4M -$58.6M -542,413 -42%
CAG
83
Crestwood Advisors Group
Massachusetts
$69M +$1.49M +13,799 +2%
MCM
84
Marsico Capital Management
Colorado
$68.7M +$7.77M +71,912 +11%
Artisan Partners
85
Artisan Partners
Wisconsin
$68.5M +$1.8M +16,650 +2%
FCIM
86
Fairview Capital Investment Management
California
$63M +$265K +2,450 +0.4%
Commonwealth Equity Services
87
Commonwealth Equity Services
Massachusetts
$63M +$6.33M +58,568 +9%
Kovitz Investment Group Partners
88
Kovitz Investment Group Partners
Illinois
$62.4M +$3.75M +34,766 +5%
FPCG
89
Fort Pitt Capital Group
Pennsylvania
$61.5M +$3.17M +29,380 +5%
SC
90
Samlyn Capital
New York
$60.2M -$51M -472,472 -42%
RhumbLine Advisers
91
RhumbLine Advisers
Massachusetts
$59.4M +$1.84M +17,050 +3%
Rockefeller Capital Management
92
Rockefeller Capital Management
New York
$59M +$25.9M +240,261 +59%
Ensign Peak Advisors
93
Ensign Peak Advisors
Utah
$58.5M +$5.63M +52,169 +9%
RJFSA
94
Raymond James Financial Services Advisors
Florida
$57.6M -$1.68M -15,532 -2%
CIC
95
Chilton Investment Company
Connecticut
$57.3M +$9.88M +91,468 +17%
Susquehanna International Group
96
Susquehanna International Group
Pennsylvania
$56.1M -$15.8M -146,206 -19%
Fayez Sarofim & Co
97
Fayez Sarofim & Co
Texas
$55.9M +$13K +120 +0%
Russell Investments Group
98
Russell Investments Group
United Kingdom
$55.8M +$2.98M +27,574 +5%
NW
99
NewEdge Wealth
Pennsylvania
$55.7M +$10.2M +94,910 +18%
ESBC
100
E.S. Barr & Co
Kentucky
$54.7M -$327K -3,029 -0.5%

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.