We are live on ! Find out more
BX icon

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
MBT
1076
Montecito Bank & Trust
California
$421K -$23.2K -240 -5%
LIA
1077
LSP Investment Advisors
New York
$419K
RHBC
1078
R.H. Bluestein & Co
Michigan
$419K
HA
1079
Harbor Advisors
Florida
$419K +$484K +5,000 New
GAM
1080
Guinness Asset Management
United Kingdom
$417K -$41.6K -430 -8%
BAS
1081
Brown Advisory Securities
Maryland
$416K -$729K -7,528 -60%
Fisher Asset Management
1082
Fisher Asset Management
Washington
$415K -$72.1K -744 -13%
BFEC
1083
Benjamin F. Edwards & Company
Missouri
$414K +$20.9K +216 +5%
MWM
1084
Mission Wealth Management
California
$412K +$9.2K +95 +2%
API
1085
Advisor Partners II
California
$412K +$477K +4,925 New
LSA
1086
Leonteq Securities AG
Switzerland
$411K +$75K +774 +19%
DY
1087
Dowling & Yahnke
California
$411K +$97 +1 +0%
PA
1088
Perennial Advisors
New York
$408K +$97 +1 +0%
KTC
1089
Kistler-Tiffany Companies
Pennsylvania
$407K
VWM
1090
Venturi Wealth Management
Texas
$407K +$59.6K +615 +14%
GAG
1091
GM Advisory Group
New York
$407K +$471K +4,867 New
PFA
1092
Plotkin Financial Advisors
Maryland
$406K
LA
1093
LexAurum Advisors
Kansas
$406K -$276K -2,846 -37%
VWA
1094
V Wealth Advisors
Kansas
$405K +$6.2K +64 +1%
BDF
1095
Balasa Dinverno & Foltz
$404K
CC
1096
Cadinha & Co
Hawaii
$403K -$69.2K -715 -13%
LC
1097
LCNB Corp
Ohio
$403K +$466K +4,815 New
1IA
1098
1620 Investment Advisors
Massachusetts
$402K +$9.69K +100 +2%
SAS
1099
Sanford Advisory Services
Michigan
$402K +$19.1K +197 +4%
SBL
1100
Sargent Bickham Lagudis
Colorado
$401K -$28.8K -297 -6%

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.