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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
PGA
1626
Portland Global Advisors
Maine
-$201K -2,200 Closed
SWIM
1627
Smallwood Wealth Investment Management
New Jersey
-$200K -2,193 Closed
FBT
1628
First Bank & Trust
South Dakota
-$181K -1,981 Closed
AIP
1629
Ahrens Investment Partners
Louisiana
-$174K -1,912 Closed
SWM
1630
Scissortail Wealth Management
Oklahoma
-$207K -1,602 Closed
NC
1631
Nicholas Company
Wisconsin
-$146K -1,600 Closed
VRM
1632
Vectors Research Management
New York
-$143K -1,570 Closed
HWA
1633
HHM Wealth Advisors
Tennessee
-$123K -1,350 Closed
RIM
1634
Rockbridge Investment Management
New York
-$91.2K -1,000 Closed
GLLW
1635
Graves Light Lenhart Wealth
Virginia
-$82K -899 Closed
NICM
1636
Neo Ivy Capital Management
New York
-$81K -897 Closed
CFO
1637
CVA Family Office
Colorado
-$73K -800 Closed
EMFAT
1638
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$69K -761 Closed
CWP
1639
Concord Wealth Partners
Virginia
-$58K -640 Closed
SWM
1640
Sugarloaf Wealth Management
Georgia
-$59.7K -616 Closed
FGAM
1641
Financial Gravity Asset Management
Texas
-$18 -364 Closed
HFS
1642
Heritage Financial Services
Massachusetts
-$20K -223 Closed
WOSD
1643
WFA of San Diego
California
-$20K -222 Closed
MAWCM
1644
Mine & Arao Wealth Creation & Management
California
-$19K -207 Closed
RTC
1645
Riverview Trust Company
Washington
-$16K -175 Closed
BI
1646
Bramshill Investments
Florida
-$12K -105 Closed
IIL
1647
Insight Inv LLC
California
-$9K -100 Closed
HS
1648
Horan Securities
United States
-$9K -98 Closed
UIA
1649
Ulland Investment Advisors
Minnesota
-$7K -75 Closed
FCB
1650
First Command Bank
Texas
-$5K -56 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.