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Blackstone

1,668 hedge funds and large institutions have $53.5B invested in Blackstone in 2023 Q3 according to their latest regulatory filings, with 200 funds opening new positions, 625 increasing their positions, 590 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 200 | Existing positions closed: 98

26% more capital invested

Capital invested by funds: $42.6B → $53.5B (+$10.9B)

14% more funds holding in top 10

Funds holding in top 10: 6675 (+9)

5.38% more ownership

Funds ownership: 64.93%70.31% (+5.4%)

5% more funds holding

Funds holding: 1,5841,668 (+84)

6% more repeat investments, than reductions

Existing positions increased: 625 | Existing positions reduced: 590

2% less call options, than puts

Call options by funds: $1.68B | Put options by funds: $1.71B

Holders
1,668
Holders Change
+84
Holders Change %
+5.3%
% of All Funds
26.47%
Holding in Top 10
75
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+13.64%
% of All Funds
1.19%
New
200
Increased
625
Reduced
590
Closed
98
Calls
$1.68B
Puts
$1.71B
Net Calls
-$32.7M
Net Calls Change
-$383M
Name Holding Trade Value Shares
Change
Change in
Stake
H
226
HoyleCohen
California
$14.1M -$82.9K -796 -0.6%
SC
227
Scotia Capital
Ontario, Canada
$14M -$925K -8,884 -6%
TWC
228
TD Waterhouse Canada
Ontario, Canada
$14M -$259K -2,486 -2%
AWA
229
Amplius Wealth Advisors
Pennsylvania
$13.8M -$957K -9,188 -7%
OC
230
Oppenheimer & Co
New York
$13.7M +$539K +5,175 +4%
CAPTRUST Financial Advisors
231
CAPTRUST Financial Advisors
North Carolina
$13.7M +$357K +3,428 +3%
GI
232
GAMCO Investors
Connecticut
$13.7M -$31K -298 -0.2%
IC
233
IEQ Capital
California
$13.6M -$201K -1,926 -1%
GC
234
Gillson Capital
Illinois
$13.6M -$1.53M -14,689 -10%
Zurich Cantonal Bank
235
Zurich Cantonal Bank
Switzerland
$13.5M +$329K +3,159 +3%
JLBC
236
J.L. Bainbridge & Co
Florida
$13.3M +$258K +2,476 +2%
CFB
237
Cullen/Frost Bankers
Texas
$13.3M +$596K +5,725 +5%
CNB
238
Czech National Bank
Czech Republic
$13.3M +$12.9M +124,050 New
URS
239
Utah Retirement Systems
Utah
$13.2M +$187K +1,800 +1%
Man Group
240
Man Group
United Kingdom
$13M -$21.6M -207,886 Closed
WT
241
Washington Trust
Rhode Island
$13M +$823K +7,907 +7%
GIM
242
Grassi Investment Management
California
$12.9M -$1.25M -12,048 -9%
AAIS
243
ABN AMRO Investment Solutions
$12.3M -$5M -48,043 -29%
CWM
244
CIBC World Markets
New York
$12.2M +$11.9M +113,991 New
PCM
245
Parsons Capital Management
Rhode Island
$12.2M +$171K +1,638 +1%
SWA
246
Stratos Wealth Advisors
Ohio
$12.1M +$1.45M +13,946 +14%
WTC
247
WhitTier Trust Company
Nevada
$11.9M +$36.9K +354 +0.3%
NYLIM
248
New York Life Investment Management
New York
$11.8M +$10.2M +98,051 +818%
Public Employees Retirement Association of Colorado
249
Public Employees Retirement Association of Colorado
Colorado
$11.7M -$563K -5,403 -5%
IG
250
Ithaka Group
Virginia
$11.5M -$308K -2,957 -3%

BX Hedge Fund Activity: Q3 2023 in Review

1,668 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Blackstone (BX) for Q3 2023, worth a combined $53.5B — up 26% from $42.6B a quarter earlier.

Buyers outnumbered sellers: 200 funds opened new BX positions and 98 closed out — a net gain of 102 holders — while 625 added to existing stakes and 590 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.5B. The largest seller was Wellington Management Group, cutting an estimated $785M.

  • 1,668 institutional investors held Blackstone (BX) as of Q3 2023, up from 1,584 in Q2 2023.
  • Funds reported $53.5B of Blackstone stock for Q3 2023, up 26% quarter-over-quarter.
  • 200 funds opened new Blackstone positions in Q3 2023 and 98 closed out, a net change of +102 holders.
  • The largest Blackstone buyer in Q3 2023 was Vanguard Group, an estimated $1.5B added.
  • The largest Blackstone seller in Q3 2023 was Wellington Management Group, an estimated $785M sold.

Based on aggregated 13F filings for Q3 2023.