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Blackstone

1,593 hedge funds and large institutions have $40B invested in Blackstone in 2022 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 745 increasing their positions, 510 reducing their positions, and 186 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 745 | Existing positions reduced: 510

0.79% less ownership

Funds ownership: 63.49%62.7% (-0.79%)

3% less call options, than puts

Call options by funds: $918M | Put options by funds: $949M

6% less funds holding

Funds holding: 1,6871,593 (-94)

27% less funds holding in top 10

Funds holding in top 10: 10879 (-29)

29% less capital invested

Capital invested by funds: $56B → $40B (-$16B)

35% less first-time investments, than exits

New positions opened: 121 | Existing positions closed: 186

Holders
1,593
Holders Change
-94
Holders Change %
-5.57%
% of All Funds
26.84%
Holding in Top 10
79
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-26.85%
% of All Funds
1.33%
New
121
Increased
745
Reduced
510
Closed
186
Calls
$918M
Puts
$949M
Net Calls
-$30.8M
Net Calls Change
-$132M
Name Holding Trade Value Shares
Change
Change in
Stake
ORI
1651
Oak Ridge Investments
Illinois
-$323K -2,546 Closed
SIC
1652
Shoker Investment Counsel
Ohio
-$311K -2,459 Closed
MPI
1653
Mairs & Power Inc
Minnesota
-$308K -2,427 Closed
CC
1654
Cypress Capital
Tennessee
-$302K -2,380 Closed
Federated Hermes
1655
Federated Hermes
Pennsylvania
-$298K -2,345 Closed
ANTB
1656
AMG National Trust Bank
Colorado
-$296K -2,335 Closed
BFPW
1657
BOK Financial Private Wealth
Colorado
-$292K -2,301 Closed
5L
1658
55I LLC
Massachusetts
-$289K -2,276 Closed
ER
1659
Enlightenment Research
Florida
-$279K -2,200 Closed
HCA
1660
Harbour Capital Advisors
Virginia
-$276K -2,175 Closed
NFG
1661
Nadler Financial Group
Illinois
-$275K -2,165 Closed
OWA
1662
Outlook Wealth Advisors
Texas
-$273K -2,152 Closed
KCM
1663
Kathmere Capital Management
Pennsylvania
-$273K -2,151 Closed
CC
1664
Callan Capital
California
-$270K -2,124 Closed
MWPCG
1665
Measured Wealth Private Client Group
New Hampshire
-$267K -2,103 Closed
DDC
1666
DF Dent & Co
Maryland
-$266K -2,095 Closed
WI
1667
WrapManager Inc
California
-$266K -2,094 Closed
MS
1668
Madden Securities
Texas
-$265K -2,090 Closed
SI
1669
Saxon Interests
Texas
-$265K -2,088 Closed
PCS
1670
Personal CFO Solutions
New Jersey
-$265K -2,086 Closed
SRC
1671
Sage Rhino Capital
California
-$264K -2,083 Closed
JDR
1672
Jay D. Rosenbaum
-$263K -2,070 Closed
MSA
1673
McAlister Sweet & Associates
Texas
-$262K -2,065 Closed
NHC
1674
Nicholas Hoffman & Company
Georgia
-$262K -2,061 Closed
CC
1675
Chicago Capital
Illinois
-$260K -2,050 Closed

BX Hedge Fund Activity: Q2 2022 in Review

1,593 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Blackstone (BX) for Q2 2022, worth a combined $40B — down 29% from $56B a quarter earlier.

Sellers outnumbered buyers: 186 funds closed out of BX and 121 opened new positions — a net loss of 65 holders — while 510 trimmed existing stakes and 745 added.

The largest buyer was Edgewood Management, adding an estimated $792M. The largest seller was Janus Henderson Group, cutting an estimated $219M.

  • 1,593 institutional investors held Blackstone (BX) as of Q2 2022, down from 1,687 in Q1 2022.
  • Funds reported $40B of Blackstone stock for Q2 2022, down 29% quarter-over-quarter.
  • 121 funds opened new Blackstone positions in Q2 2022 and 186 closed out, a net change of -65 holders.
  • The largest Blackstone buyer in Q2 2022 was Edgewood Management, an estimated $792M added.
  • The largest Blackstone seller in Q2 2022 was Janus Henderson Group, an estimated $219M sold.

Based on aggregated 13F filings for Q2 2022.