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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
TF
1426
TimeScale Financial
Massachusetts
$46K
PFA
1427
Professional Financial Advisors
Nebraska
$46K +$678 +7 +1%
SIS
1428
Sound Income Strategies
Florida
$46K +$3.49K +36 +7%
TC
1429
Tacita Capital
Ontario, Canada
$44K -$9.2K -95 -15%
EARNEST Partners
1430
EARNEST Partners
Georgia
$43K
MA
1431
MCF Advisors
Kentucky
$42K
VC
1432
Vestor Capital
Illinois
$42K
CHA
1433
Carmichael Hill & Associates
Maryland
$42K +$2.42K +25 +5%
Kayne Anderson Rudnick Investment Management
1434
Kayne Anderson Rudnick Investment Management
California
$42K +$49K +506 New
CP
1435
Castleview Partners
Texas
$41K -$155K -1,599 -76%
ETC
1436
Exchange Traded Concepts
Oklahoma
$41K -$137K -1,416 -74%
BBPWM
1437
Blue Bell Private Wealth Management
Pennsylvania
$40K
HGERS
1438
Householder Group Estate & Retirement Specialist
Arizona
$40K +$46.6K +481 New
CYG
1439
Clean Yield Group
Vermont
$39K
MWM
1440
Mascoma Wealth Management
New Hampshire
$39K
TAM
1441
Tucker Asset Management
Colorado
$38.3K
Bank of Montreal
1442
Bank of Montreal
Ontario, Canada
$36.5K -$3.14M -32,456 -8%
LS
1443
Leelyn Smith
Illinois
$36K -$54.7K -565 -57%
MPWT
1444
MassMutual Private Wealth & Trust
Connecticut
$36K +$6.68K +69 +19%
TIM
1445
Tortoise Investment Management
New York
$35K -$3K -31 -7%
JWM
1446
Janiczek Wealth Management
Colorado
$35K
CA
1447
Crewe Advisors
Utah
$35K +$15.5K +160 +63%
EI
1448
Ellevest Inc
New York
$35K +$21.1K +218 +108%
OPW
1449
Oxler Private Wealth
New York
$32.3K +$387 +4 +1%
KFP
1450
KB Financial Partners
New Jersey
$31K -$16.7K -172 -31%

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.