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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.17B +$83.5M +773,179 +2%
BlackRock
2
BlackRock
New York
$3.55B +$72.7M +673,390 +2%
Morgan Stanley
3
Morgan Stanley
New York
$1.95B +$153M +1,420,007 +7%
State Street
4
State Street
Massachusetts
$1.51B +$6.8M +62,922 +0.4%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$1.31B +$356M +3,300,794 +30%
JP Morgan Chase
6
JP Morgan Chase
New York
$1.27B -$125M -1,160,853 -8%
Capital World Investors
7
Capital World Investors
California
$1.17B -$209M -1,939,690 -13%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.16B -$113M -1,042,012 -8%
Bank of America
9
Bank of America
North Carolina
$1B +$75.8M +701,480 +7%
Capital International Investors
10
Capital International Investors
California
$983M -$35.8M -331,614 -3%
Aristotle Capital Management
11
Aristotle Capital Management
California
$938M -$2.05M -18,960 -0.2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$803M +$6.5M +60,179 +0.7%
Janus Henderson Group
13
Janus Henderson Group
United Kingdom
$689M -$219M -2,031,472 -21%
Edgewood Management
14
Edgewood Management
Connecticut
$670M +$792M +7,331,409 +74,137%
CIBC Private Wealth Group
15
CIBC Private Wealth Group
Georgia
$653M -$54.5M -504,298 -7%
Norges Bank
16
Norges Bank
Norway
$606M -$5.31M -49,157 -0.7%
Legal & General Group
17
Legal & General Group
United Kingdom
$537M +$13.3M +123,123 +2%
Brown Advisory
18
Brown Advisory
Maryland
$496M +$58.2M +538,690 +11%
Wells Fargo
19
Wells Fargo
California
$481M -$919K -8,510 -0.2%
Neuberger Berman Group
20
Neuberger Berman Group
New York
$480M -$17.4M -161,501 -3%
Northern Trust
21
Northern Trust
Illinois
$459M -$629K -5,825 -0.1%
UBS Group
22
UBS Group
Switzerland
$414M +$5.98M +55,380 +1%
Bessemer Group
23
Bessemer Group
New Jersey
$339M -$133M -1,226,897 -25%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$338M +$4.82M +44,636 +1%
1832 Asset Management
25
1832 Asset Management
Ontario, Canada
$270M +$8.16M +75,554 +3%

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.