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Blackstone

1,594 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: 1,6881,594 (-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
1,594
Holders Change
-94
Holders Change %
-5.57%
% of All Funds
26.85%
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
PA
1351
Procyon Advisors
Connecticut
$220K -$10.4K -96 -4%
FA
1352
Faithward Advisors
Pennsylvania
$219K -$97.2K -900 -27%
SHFA
1353
SC&H Financial Advisors
Maryland
$218K -$204K -1,885 -44%
DWM
1354
Doyle Wealth Management
Florida
$218K
RIM
1355
Regent Investment Management
Kentucky
$217K
ACP
1356
Aveo Capital Partners
Colorado
$217K +$20.5K +190 +9%
SS
1357
Sunbelt Securities
Texas
$217K +$56.9K +527 +28%
MMA
1358
Miracle Mile Advisors
California
$217K +$68.9K +638 +37%
ACS
1359
Archford Capital Strategies
Illinois
$214K
VWM
1360
Vigilare Wealth Management
Arizona
$213K -$127K -1,179 -34%
AC
1361
Abbrea Capital
California
$213K -$3.78K -35 -1%
LPT
1362
Legacy Private Trust
Wisconsin
$213K
SICM
1363
Sustainable Insight Capital Management
New York
$213K +$239K +2,210 New
TH
1364
TCTC Holdings
Texas
$212K
BWP
1365
Bernardo Wealth Planning
Pennsylvania
$212K +$18.1K +168 +8%
PIA
1366
Perennial Investment Advisors
California
$211K
YMRC
1367
Yorktown Management & Research Company
Virginia
$211K
MWM
1368
Maltin Wealth Management
New Jersey
$211K +$9.5K +88 +4%
WF
1369
WoodTrust Financial
Wisconsin
$210K
SF
1370
Symphony Financial
Texas
$210K +$26.6K +246 +12%
BRWM
1371
B. Riley Wealth Management
Tennessee
$210K +$1.18M +10,958 +175%
MWA
1372
Monograph Wealth Advisors
California
$209K +$2.48K +23 +1%
ALAM
1373
Asahi Life Asset Management
Japan
$208K -$225K -2,083 -48%
OCM
1374
Objective Capital Management
Ohio
$208K
VC
1375
Veracity Capital
Georgia
$208K +$648 +6 +0.3%

BX Hedge Fund Activity: Q2 2022 in Review

1,594 of the 5,937 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.

  • 1,594 institutional investors held Blackstone (BX) as of Q2 2022, down from 1,688 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.