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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
SFG
1201
Sovereign Financial Group
Connecticut
$295K +$4.07K +42 +1%
PFC
1202
Phocas Financial Corp
California
$295K +$65.4K +675 +24%
MCA
1203
MSH Capital Advisors
Arizona
$295K +$32K +330 +10%
AC
1204
Apogem Capital
New York
$294K -$42.2K -436 -11%
Bank Julius Baer & Co
1205
Bank Julius Baer & Co
Switzerland
$294K -$1.74K -18 -0.5%
HCM
1206
Howland Capital Management
Massachusetts
$294K +$58.1K +600 +21%
SCM
1207
Sterneck Capital Management
Missouri
$293K +$2.9K +30 +0.9%
C
1208
CEDRUS
Colorado
$293K +$7.55K +78 +2%
CG
1209
Caprock Group
Idaho
$292K -$8.43K -87 -2%
HIMC
1210
Heritage Investors Management Corp
Maryland
$290K -$187K -1,934 -36%
BFO
1211
Biltmore Family Office
North Carolina
$288K
IF
1212
IRON Financial
Illinois
$288K +$678 +7 +0.2%
DU
1213
Delphia (USA)
Ontario, Canada
$288K +$4.84K +50 +1%
TC
1214
Titleist Capital
Texas
$287K -$31.2K -322 -9%
CCA
1215
Checchi Capital Advisers
California
$287K +$26.2K +271 +9%
KFGK
1216
Keystone Financial Group (Kentucky)
Kentucky
$286K -$10.1K -104 -3%
WT
1217
Washington Trust
Rhode Island
$285K -$5.81K -60 -2%
CC
1218
Courier Capital
New York
$285K
PWA
1219
Phoenix Wealth Advisors
North Carolina
$284K -$7.75K -80 -2%
CC
1220
Corton Capital
Ontario, Canada
$283K +$86.4K +892 +36%
WPP
1221
Whalerock Point Partners
Rhode Island
$283K +$327K +3,376 New
RFN
1222
Redwood Financial Network
Ohio
$282K
WSFS
1223
Wilmington Savings Fund Society
Delaware
$281K
MFGM
1224
Marshall Financial Group (Maryland)
Maryland
$281K +$5.81K +60 +2%
PFGIA
1225
Patriot Financial Group Insurance Agency
Massachusetts
$281K +$194K +2,002 +148%

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.