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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
SAF
1326
Smith Anglin Financial
Texas
$211K -$678 -7 -0.3%
CWP
1327
CFM Wealth Partners
Texas
$211K
PCM
1328
Princeton Capital Management
New Jersey
$210K
Loomis, Sayles & Company
1329
Loomis, Sayles & Company
Massachusetts
$210K +$104K +1,073 +75%
EB
1330
Eastern Bank
Massachusetts
$209K
HAIM
1331
Hunter Associates Investment Management
Pennsylvania
$209K
FWM
1332
Forefront Wealth Management
Pennsylvania
$207K
PP
1333
Patten & Patten
Tennessee
$207K +$387 +4 +0.2%
TI
1334
Telemetry Investments
New York
$206K +$238K +2,457 New
CW
1335
Connectus Wealth
Ohio
$205K
SAA
1336
Southeast Asset Advisors
Georgia
$205K
MCC
1337
Money Concepts Capital
Florida
$205K +$8.33K +86 +4%
KWS
1338
Keystone Wealth Services
California
$205K +$21.8K +225 +10%
RC
1339
Reik & Co
New York
$203K
ACP
1340
Aveo Capital Partners
Colorado
$202K +$3.39K +35 +1%
SHFA
1341
SC&H Financial Advisors
Maryland
$200K
OCM
1342
Objective Capital Management
Ohio
$200K +$9.97K +103 +5%
MCM
1343
Manchester Capital Management
Vermont
$198K -$145K -1,500 -39%
TH
1344
TCTC Holdings
Texas
$195K
BC
1345
Bartlett & Co
Ohio
$195K +$19.4K +200 +9%
BCWM
1346
Bartlett & Co Wealth Management
Ohio
$195K +$19.4K +200 +9%
LWCFA
1347
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$189K +$18.1K +187 +9%
TF
1348
Tompkins Financial
New York
$188K
GWS
1349
Glassman Wealth Services
Virginia
$188K +$11.5K +119 +6%
ECG
1350
Edge Capital Group
Georgia
$178K +$2.23K +23 +1%

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.