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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
ANBT
1476
American National Bank & Trust
Texas
$19K +$2.13K +22 +11%
DMKJ
1477
David M. Knott Jr
$18K
TC
1478
Trust Company
Kansas
$18K
MCM
1479
MV Capital Management
Maryland
$18K +$12.6K +130 +160%
EWA
1480
EverSource Wealth Advisors
Alabama
$17K -$53.8K -556 -73%
WAM
1481
Worth Asset Management
Texas
$17K -$35.2K -363 -64%
WPWM
1482
Western Pacific Wealth Management
Illinois
$17K
CB
1483
Community Bank
New York
$17K +$291 +3 +2%
VCM
1484
Versant Capital Management
Arizona
$17K +$2.71K +28 +16%
CSPAM
1485
Cary Street Partners Asset Management
Virginia
$17K +$19.4K +200 New
TCM
1486
TD Capital Management
Tennessee
$17K +$20K +207 New
RCM
1487
Raleigh Capital Management
North Carolina
$16K
CCM
1488
CAAS Capital Management
New York
$15K +$17.4K +180 New
BC
1489
Belmont Capital
California
$14K +$15.7K +162 New
WAS
1490
Winch Advisory Services
Wisconsin
$13K -$3.68K -38 -20%
TFA
1491
Toth Financial Advisory
Virginia
$13K +$12.2K +126 +434%
HDIM
1492
Hanson & Doremus Investment Management
Vermont
$12K
JGIA
1493
Jackson Grant Investment Advisers
Connecticut
$12K +$194 +2 +1%
PB
1494
Pinnacle Bancorp
Nebraska
$11K
CT
1495
Clearstead Trust
Maine
$11K +$12.2K +126 New
FMTCOCP
1496
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$10K -$9.69K -100 -46%
BCM
1497
Bourgeon Capital Management
Connecticut
$10K
CTB
1498
Country Trust Bank
Illinois
$10K
GWMI
1499
Guardian Wealth Management (Illinois)
Illinois
$10K +$97 +1 +0.9%
PWMG
1500
Prestige Wealth Management Group
New Jersey
$9K

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.