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Blackstone

1,593 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: 1,6871,593 (-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
1,593
Holders Change
-94
Holders Change %
-5.57%
% of All Funds
26.84%
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
WJWM
101
Williams Jones Wealth Management
New York
$52.7M -$1.66M -15,409 -3%
Franklin Resources
102
Franklin Resources
California
$52.4M +$41M +379,758 +195%
BHC
103
Bowen Hanes & Co
Florida
$51.2M +$933K +8,639 +2%
BAMCO Inc
104
BAMCO Inc
New York
$51.2M +$30.1M +279,077 +99%
ACM
105
Advisors Capital Management
New Jersey
$49.3M +$3.33M +30,819 +6%
Barclays
106
Barclays
United Kingdom
$48.5M -$153M -1,419,178 -73%
Osaic Holdings
107
Osaic Holdings
Arizona
$47.9M +$1.25M +11,620 +2%
JAFL
108
Jay A. Fishman Ltd
Michigan
$46.9M +$230K +2,130 +0.4%
EG
109
Enstar Group
Bermuda
$46.5M
Mitsubishi UFJ Trust & Banking
110
Mitsubishi UFJ Trust & Banking
Japan
$46.1M +$3.25M +30,110 +6%
ECM
111
ExodusPoint Capital Management
New York
$44.6M -$22.9M -212,276 -30%
State of Wisconsin Investment Board
112
State of Wisconsin Investment Board
Wisconsin
$44.4M -$1.37M -12,731 -3%
Canada Life
113
Canada Life
Manitoba, Canada
$44.2M -$7.24M -67,070 -12%
AI
114
Axiom Investors
Connecticut
$43.3M +$2.66M +24,672 +5%
Envestnet Asset Management
115
Envestnet Asset Management
Illinois
$42.6M +$2.16M +20,031 +4%
Aberdeen Group
116
Aberdeen Group
United Kingdom
$42.1M -$660K -6,114 -1%
Canada Pension Plan Investment Board
117
Canada Pension Plan Investment Board
Ontario, Canada
$42M -$15.7M -145,200 -24%
KBC Group
118
KBC Group
Belgium
$41.8M -$6.44M -59,630 -12%
Korea Investment Corp
119
Korea Investment Corp
South Korea
$39.9M -$9.74M -90,234 -17%
PGH
120
Partners Group Holding
Switzerland
$38.6M -$1.57M -14,531 -3%
Ohio Public Employees Retirement System (OPERS)
121
Ohio Public Employees Retirement System (OPERS)
Ohio
$38.4M +$758K +7,017 +2%
SMH
122
Sanders Morris Harris
Texas
$38.3M +$5.35M +49,550 +13%
State of New Jersey Common Pension Fund D
123
State of New Jersey Common Pension Fund D
New Jersey
$37.5M +$712K +6,593 +2%
T. Rowe Price Associates
124
T. Rowe Price Associates
Maryland
$37.2M -$353K -3,272 -0.8%
CF
125
Cantor Fitzgerald
New York
$36.6M +$17.1M +158,679 New

BX Hedge Fund Activity: Q2 2022 in Review

1,593 of the 5,936 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.

  • 1,593 institutional investors held Blackstone (BX) as of Q2 2022, down from 1,687 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.