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Blackstone

1,594 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: 1,6881,594 (-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
1,594
Holders Change
-94
Holders Change %
-5.57%
% of All Funds
26.85%
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
BWA
1051
BDO Wealth Advisors
Florida
$517K -$62.3K -577 -9%
VWA
1052
Visionary Wealth Advisors
Illinois
$517K -$4.64K -43 -0.8%
PFA
1053
Peak Financial Advisors
Colorado
$517K +$24.1K +223 +4%
BHWM
1054
Bar Harbor Wealth Management
New Hampshire
$515K -$140K -1,292 -19%
JWBC
1055
J.W. Burns & Co
New York
$512K -$70.2K -650 -10%
PCA
1056
Peddock Capital Advisors
Massachusetts
$512K +$38.4K +356 +7%
SIA
1057
Soltis Investment Advisors
Utah
$508K +$225K +2,080 +60%
CC
1058
Cadinha & Co
Hawaii
$504K -$923K -8,550 -61%
MSFP
1059
Mark Sheptoff Financial Planning
Connecticut
$502K -$10.8K -100 -2%
MIM
1060
Merrion Investment Management
New Jersey
$502K
B
1061
Barings
North Carolina
$500K +$337K +3,122 +133%
GAM
1062
Guinness Asset Management
United Kingdom
$494K -$139K -1,286 -19%
HIMC
1063
Heritage Investors Management Corp
Maryland
$493K +$15.8K +146 +3%
MCWS
1064
McKinley Carter Wealth Services
West Virginia
$489K -$8.64K -80 -1%
BIAS
1065
Beacon Investment Advisory Services
New Jersey
$487K +$26.7K +247 +5%
VCP
1066
Verus Capital Partners
Arizona
$486K -$25.8K -239 -4%
OPA
1067
Old Port Advisors
Maine
$486K -$22.4K -207 -4%
VCS
1068
Vaughan & Co Securities
New Jersey
$484K
MFG
1069
Merit Financial Group
Georgia
$483K +$306K +2,832 +115%
SP
1070
Symmetry Partners
Connecticut
$481K
RWP
1071
RWA Wealth Partners
Massachusetts
$481K +$58.9K +545 +12%
HBT
1072
Hills Bank & Trust
Iowa
$481K +$185K +1,714 +48%
MBT
1073
Montecito Bank & Trust
California
$481K +$209K +1,931 +58%
AI
1074
Atom Investors
Texas
$480K +$569K +5,266 New
MWA
1075
Meridian Wealth Advisors
Texas
$478K -$10.8K -100 -2%

BX Hedge Fund Activity: Q2 2022 in Review

1,594 of the 5,937 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.

  • 1,594 institutional investors held Blackstone (BX) as of Q2 2022, down from 1,688 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.