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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
SSA
276
South Street Advisors
New York
$9.97M +$64.5K +619 +0.7%
PCA
277
Private Capital Advisors
Connecticut
$9.97M -$43.4K -417 -0.4%
JPWM
278
Jamison Private Wealth Management
Georgia
$9.95M +$9.67M +92,853 New
AWS
279
Atria Wealth Solutions
New York
$9.81M -$253K -2,428 -3%
PCIA
280
Prime Capital Investment Advisors
Kansas
$9.8M +$1.04M +10,014 +12%
BCM
281
Basswood Capital Management
New York
$9.79M -$8.04M -77,246 -46%
UCFA
282
United Capital Financial Advisors
Texas
$9.71M -$695K -6,674 -7%
Cetera Investment Advisers
283
Cetera Investment Advisers
Illinois
$9.71M -$181K -1,735 -2%
IG
284
ING Group
Netherlands
$9.55M +$9.28M +89,103 New
MCP
285
Mirador Capital Partners
California
$9.39M +$194K +1,862 +2%
Schroder Investment Management Group
286
Schroder Investment Management Group
United Kingdom
$9.32M +$1.34M +12,852 +17%
CIG
287
Consolidated Investment Group
Colorado
$9.24M
MGIM
288
M&G Investment Management
United Kingdom
$9.18M -$5.31M -50,956 -37%
EIP
289
Ellis Investment Partners
Pennsylvania
$9.08M -$7.08K -68 -0.1%
ZIG
290
Zurich Insurance Group
Switzerland
$9.04M +$8.79M +84,395 New
SOADOR
291
State of Alaska Department of Revenue
Alaska
$9.04M +$8.78M +84,340 New
CTA
292
Colonial Trust Advisors
South Carolina
$8.96M -$61.4K -590 -0.7%
CA
293
Clearstead Advisors
Ohio
$8.94M +$4.24M +40,731 +95%
DJSG
294
D.J. St. Germain
Massachusetts
$8.92M -$758K -7,275 -8%
AAM
295
Advisors Asset Management
Colorado
$8.88M +$297K +2,856 +4%
CAMG
296
CWA Asset Management Group
Florida
$8.81M +$90.9K +873 +1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
297
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$8.76M +$5.04M +48,436 +145%
NA
298
NewEdge Advisors
Louisiana
$8.73M +$1.53M +14,647 +22%
TP
299
Tranquility Partners
Tennessee
$8.73M +$971K +9,325 +13%
Bank of Nova Scotia
300
Bank of Nova Scotia
Ontario, Canada
$8.71M +$4.96M +47,621 +141%

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.