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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
EA
1601
Emerald Advisers
Pennsylvania
-$226K -2,473 Closed
LOAMS
1602
Lombard Odier Asset Management (Switzerland)
Switzerland
-$225K -2,470 Closed
EP
1603
Eudaimonia Partners
Tennessee
-$224K -2,460 Closed
NCM
1604
Novare Capital Management
North Carolina
-$224K -2,453 Closed
PWAG
1605
Polaris Wealth Advisory Group
California
-$221K -2,423 Closed
PA
1606
Procyon Advisors
Connecticut
-$220K -2,407 Closed
FA
1607
Faithward Advisors
Pennsylvania
-$219K -2,405 Closed
RIM
1608
Regent Investment Management
Kentucky
-$217K -2,375 Closed
ACS
1609
Archford Capital Strategies
Illinois
-$214K -2,346 Closed
AC
1610
Abbrea Capital
California
-$213K -2,340 Closed
VWM
1611
Vigilare Wealth Management
Arizona
-$213K -2,340 Closed
LPT
1612
Legacy Private Trust
Wisconsin
-$213K -2,330 Closed
YMRC
1613
Yorktown Management & Research Company
Virginia
-$211K -2,315 Closed
MWM
1614
Maltin Wealth Management
New Jersey
-$211K -2,312 Closed
MWA
1615
Monograph Wealth Advisors
California
-$209K -2,292 Closed
LFAS
1616
Level Four Advisory Services
Texas
-$208K -2,284 Closed
MSA
1617
Marino Stram & Associates
Massachusetts
-$208K -2,280 Closed
VC
1618
Veracity Capital
Georgia
-$208K -2,279 Closed
CWM
1619
Chemistry Wealth Management
New York
-$206K -2,263 Closed
CCM
1620
Cullen Capital Management
New York
-$206K -2,262 Closed
CPSC
1621
Carl P. Sherr & Co
Massachusetts
-$205K -2,250 Closed
LTL
1622
Lowery Thomas LLC
California
-$204K -2,240 Closed
HWM
1623
Hohimer Wealth Management
Washington
-$204K -2,238 Closed
HPWM
1624
Highland Private Wealth Management
Washington
-$204K -2,232 Closed
SICM
1625
Sustainable Insight Capital Management
New York
-$213K -2,210 Closed

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.