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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
ACP
1101
Arcus Capital Partners
Georgia
$398K
DWT
1102
Dorsey & Whitney Trust
South Dakota
$398K +$171K +1,762 +59%
WA1
1103
Wimmer Associates 1
California
$396K -$67.3K -695 -14%
BP
1104
BBR Partners
New York
$396K +$6.97K +72 +2%
KP
1105
Keel Point
Alabama
$394K +$91.3K +943 +25%
RCG
1106
Regatta Capital Group
California
$389K
TCM
1107
Triumph Capital Management
Colorado
$387K +$117K +1,210 +35%
CSIC
1108
Clifford Swan Investment Counsel
California
$386K -$9.2K -95 -2%
ST
1109
Smithfield Trust
Pennsylvania
$386K +$64.5K +666 +17%
PWLP
1110
Prio Wealth Limited Partnership
Massachusetts
$383K -$4.94K -51 -1%
NCM
1111
NCM Capital Management
New Jersey
$381K +$21.8K +225 +5%
CGH
1112
Crossmark Global Holdings
Texas
$379K -$7.26K -75 -2%
SMA
1113
Sage Mountain Advisors
Georgia
$377K +$31.8K +328 +8%
PWM
1114
PBMares Wealth Management
Virginia
$376K +$48.4K +500 +13%
GCA
1115
Gradient Capital Advisors
California
$376K +$435K +4,487 New
RRA
1116
Round Rock Advisors
Connecticut
$376K +$435K +4,494 New
AIM
1117
Anchor Investment Management
South Carolina
$375K -$48.4K -500 -10%
PGIM
1118
Pacific Global Investment Management
California
$371K +$8.72K +90 +2%
RWA
1119
Redmont Wealth Advisors
Illinois
$370K +$47.9K +495 +13%
NL
1120
NVWM LLC
Pennsylvania
$370K +$429K +4,429 New
BCM
1121
Boltwood Capital Management
California
$369K +$91.8K +948 +27%
MTWM
1122
Masso Torrence Wealth Management
New Jersey
$368K -$22.6K -233 -5%
ATWA
1123
Arbor Trust Wealth Advisors
Michigan
$368K
PVH
1124
Psagot Value Holdings
Israel
$368K
SPWM
1125
Schrum Private Wealth Management
Florida
$368K +$37.1K +383 +10%

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.