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Blackstone

1,688 hedge funds and large institutions have $56B invested in Blackstone in 2022 Q1 according to their latest regulatory filings, with 165 funds opening new positions, 707 increasing their positions, 545 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 165 | Existing positions closed: 111

30% more repeat investments, than reductions

Existing positions increased: 707 | Existing positions reduced: 545

2% more funds holding

Funds holding: 1,6551,688 (+33)

10% more call options, than puts

Call options by funds: $1.13B | Put options by funds: $1.03B

0.37% less ownership

Funds ownership: 63.86%63.49% (-0.37%)

1% less capital invested

Capital invested by funds: $56.4B → $56B (-$366M)

2% less funds holding in top 10

Funds holding in top 10: 110108 (-2)

Holders
1,688
Holders Change
+33
Holders Change %
+1.99%
% of All Funds
26.62%
Holding in Top 10
108
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.82%
% of All Funds
1.7%
New
165
Increased
707
Reduced
545
Closed
111
Calls
$1.13B
Puts
$1.03B
Net Calls
+$101M
Net Calls Change
+$368M
Name Holding Trade Value Shares
Change
Change in
Stake
LFA
1776
Lauterbach Financial Advisors
Texas
-$202K -1,560 Closed
JF
1777
JSF Financial
California
-$201K -1,556 Closed
MCM
1778
Mainstay Capital Management
Michigan
-$201K -1,552 Closed
DAM
1779
Delta Asset Management
Tennessee
-$172K -1,330 Closed
AHIA
1780
Andrew Hill Investment Advisors
Florida
-$155K -1,200 Closed
WFS
1781
Widmann Financial Services
Maryland
-$139K -1,078 Closed
CWS
1782
Confluence Wealth Services
Pennsylvania
-$119K -923 Closed
TC
1783
TAP Consulting
Missouri
-$104K -800 Closed
PH
1784
Pinnacle Holdings
Oklahoma
-$90.6K -700 Closed
PCMC
1785
Paragon Capital Management (Colorado)
Colorado
-$86K -663 Closed
SFPG
1786
Stonebridge Financial Planning Group
Florida
-$77K -622 Closed
Pacer Advisors
1787
Pacer Advisors
Pennsylvania
-$62K -476 Closed
MAM
1788
Mystic Asset Management
Rhode Island
-$51K -400 Closed
LWANC
1789
Laurel Wealth Advisors (North Carolina)
North Carolina
-$35K -274 Closed
LCM
1790
Logan Capital Management
Pennsylvania
-$35K -270 Closed
TCM
1791
TD Capital Management
Tennessee
-$26K -200 Closed
Kayne Anderson Rudnick Investment Management
1792
Kayne Anderson Rudnick Investment Management
California
-$22K -170 Closed
TCOV
1793
Trust Company of Vermont
Vermont
-$19K -150 Closed
FCFS
1794
First Command Financial Services
Texas
-$10K -78 Closed
1IA
1795
1834 Investment Advisors
Wisconsin
-$6K -50 Closed
ECM
1796
Estabrook Capital Management
New York
-$4.27K -33 Closed
ACM
1797
Antonetti Capital Management
Florida
-$3K -20 Closed
MFA
1798
McClarren Financial Advisors
Pennsylvania
-$122 -1 -17%
JPLA
1799
Joseph P. Lucia & Associates
New York
+$366 +3 New

BX Hedge Fund Activity: Q1 2022 in Review

1,688 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Blackstone (BX) for Q1 2022, worth a combined $56B — down 0.65% from $56.4B a quarter earlier.

Buyers outnumbered sellers: 165 funds opened new BX positions and 111 closed out — a net gain of 54 holders — while 707 added to existing stakes and 545 trimmed.

The largest buyer was Aristotle Capital Management, opening a new position worth an estimated $1.26B. The largest seller was Capital International Investors, cutting an estimated $611M.

  • 1,688 institutional investors held Blackstone (BX) as of Q1 2022, up from 1,655 in Q4 2021.
  • Funds reported $56B of Blackstone stock for Q1 2022, down 0.65% quarter-over-quarter.
  • 165 funds opened new Blackstone positions in Q1 2022 and 111 closed out, a net change of +54 holders.
  • The largest Blackstone buyer in Q1 2022 was Aristotle Capital Management, an estimated $1.26B added.
  • The largest Blackstone seller in Q1 2022 was Capital International Investors, an estimated $611M sold.

Based on aggregated 13F filings for Q1 2022.