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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
MFS
1026
Mirabella Financial Services
United Kingdom
$483K -$537K -5,543 -49%
GSB
1027
Greenfield Savings Bank
Massachusetts
$482K
SWA
1028
Sax Wealth Advisors
New Jersey
$481K +$291 +3 +0.1%
BWA
1029
BDO Wealth Advisors
Florida
$480K +$6.88K +71 +1%
PCIA
1030
Prime Capital Investment Advisors
Kansas
$477K -$2.52M -26,032 -82%
HA
1031
Herold Advisors
New York
$475K -$18.7K -193 -3%
MWA
1032
Meridian Wealth Advisors
Texas
$472K +$38.7K +400 +8%
RRCM
1033
Rappaport Reiches Capital Management
Illinois
$470K -$14.9K -154 -3%
WA
1034
Wealth Alliance
New York
$469K +$44.5K +460 +9%
AWA
1035
Arkadios Wealth Advisors
Georgia
$468K +$295K +3,050 +120%
BHWM
1036
Bar Harbor Wealth Management
New Hampshire
$467K -$6.59K -68 -1%
LCC
1037
Lincoln Capital Corp
Rhode Island
$465K -$88.3K -912 -14%
TC
1038
Truvestments Capital
Florida
$464K +$159K +1,645 +42%
SG
1039
Stonnington Group
California
$463K -$266K -2,751 -34%
SC
1040
Slow Capital
California
$463K +$99.9K +1,032 +23%
PIA
1041
Powell Investment Advisors
Florida
$462K -$38.7K -400 -7%
MSFP
1042
Mark Sheptoff Financial Planning
Connecticut
$460K
MIM
1043
Merrion Investment Management
New Jersey
$460K
IGWM
1044
ICA Group Wealth Management
Colorado
$459K +$39K +403 +8%
VCP
1045
Verus Capital Partners
Arizona
$456K +$11.6K +120 +2%
MP
1046
McDonald Partners
Ohio
$455K -$784K -8,092 -60%
PWMAG
1047
Pinnacle Wealth Management Advisory Group
New Jersey
$455K -$197K -2,038 -27%
SIG
1048
Spinnaker Investment Group
California
$455K +$25.4K +262 +5%
CRC
1049
Curi RMB Capital
Illinois
$455K +$31.4K +324 +6%
RWP
1050
RWA Wealth Partners
Massachusetts
$453K +$13.7K +141 +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.