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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
CAL
1351
Capital Advisors Ltd
Ohio
$176K +$15.4K +159 +8%
JFA
1352
JNBA Financial Advisors
Minnesota
$175K
GIA
1353
GHP Investment Advisors
Colorado
$172K +$5.23K +54 +3%
ALAM
1354
Asahi Life Asset Management
Japan
$167K -$27.1K -280 -12%
EW
1355
Evoke Wealth
California
$167K
VAM
1356
Vienna Asset Management
California
$167K +$194K +2,000 New
AA
1357
Alta Advisers
United Kingdom
$159K +$184K +1,900 New
RDFA
1358
Ritter Daniher Financial Advisory
Ohio
$156K +$97.9K +1,011 +118%
TCWA
1359
Ten Capital Wealth Advisors
Washington
$150K +$32K +330 +23%
OC
1360
Oakworth Capital
Alabama
$148K
FHA
1361
First Horizon Advisors
Tennessee
$148K +$54.3K +561 +46%
VWM
1362
Valley Wealth Managers
New Jersey
$146K -$252K -2,600 -60%
CSB
1363
City State Bank
Iowa
$146K
VCM
1364
Vigilant Capital Management
Maine
$144K +$2.42K +25 +1%
SCA
1365
Stonebridge Capital Advisors
Minnesota
$139K +$15.8K +163 +11%
AWM
1366
Avior Wealth Management
Nebraska
$139K +$28.6K +295 +22%
BEI
1367
Benjamin Edwards Inc
Missouri
$136K -$194 -2 -0.1%
CFD
1368
Creative Financial Designs
Indiana
$135K +$1.45K +15 +0.9%
KSWA
1369
Kathleen S. Wright Associates
Pennsylvania
$134K
SN
1370
Sittner & Nelson
Oregon
$126K +$145K +1,500 New
WPA
1371
West Paces Advisors
Georgia
$126K -$3.78K -39 -3%
ZB
1372
Zions Bancorporation
Utah
$125K -$47.6K -492 -25%
FPFS
1373
First Personal Financial Services
North Carolina
$124K
MWC
1374
MBM Wealth Consultants
Missouri
$121K
CWC
1375
Carolinas Wealth Consulting
North Carolina
$119K -$33.2K -343 -19%

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.