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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
RBC
1151
Romano Brothers & Co
Illinois
$346K +$400K +4,132 New
SLWA
1152
San Luis Wealth Advisors
California
$345K +$133K +1,372 +50%
MHIC
1153
Marble Harbor Investment Counsel
Massachusetts
$343K -$9.69K -100 -2%
CPA
1154
Cowen Prime Advisors
New York
$343K
DPI
1155
Diversified Portfolios Inc
Michigan
$343K
LNWWM
1156
Laird Norton Wetherby Wealth Management
California
$342K +$73.9K +763 +23%
PMFA
1157
Plante Moran Financial Advisors
Michigan
$341K +$44.3K +457 +13%
PCTC
1158
Perkins Coie Trust Company
Washington
$340K
QPW
1159
Quantum Private Wealth
Florida
$338K +$96.8K +1,000 +33%
SAM
1160
Shell Asset Management
Netherlands
$335K -$169K -1,748 -30%
GHAM
1161
Gilman Hill Asset Management
Connecticut
$335K -$10.9K -113 -3%
MAA
1162
Mraz Amerine & Associates
California
$332K -$3.87K -40 -1%
CPC
1163
Cookson Peirce & Co
Pennsylvania
$330K -$1.77M -18,294 -82%
SS
1164
Sunbelt Securities
Texas
$330K +$151K +1,560 +65%
ST
1165
Sabal Trust
Florida
$329K -$123K -1,270 -24%
CCA
1166
Covey Capital Advisors
Georgia
$328K
VDI
1167
Vaughan David Investments
Illinois
$328K +$1.65K +17 +0.4%
O
1168
Ossiam
France
$328K +$380K +3,924 New
ACA
1169
Atlas Capital Advisors
Wyoming
$326K +$67.8K +700 +22%
PP
1170
Paloma Partners
Connecticut
$326K +$377K +3,891 New
ER
1171
Enlightenment Research
Florida
$326K +$378K +3,900 New
PO
1172
Private Ocean
California
$324K
BJL
1173
Brighton Jones LLC
Washington
$318K -$32.3K -334 -8%
CCFM
1174
Clear Creek Financial Management
Washington
$318K +$12.9K +133 +4%
MAG
1175
Mayfair Advisory Group
Alabama
$315K +$2.9K +30 +0.8%

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.