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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
PGFC
326
Peapack-Gladstone Financial Corp
New Jersey
$7.68M +$65.7K +631 +0.9%
BPA
327
Beacon Pointe Advisors
California
$7.63M +$917K +8,805 +14%
WHC
328
Wulff, Hansen & Co
California
$7.61M -$75.5K -725 -1%
LIP
329
Liontrust Investment Partners
United Kingdom
$7.61M -$5.62M -54,000 -43%
ACM
330
Alpha Capital Management
Texas
$7.59M -$434K -4,172 -6%
OPTFSNA
331
Old Point Trust & Financial Services N A
Virginia
$7.51M -$264K -2,540 -3%
Mercer Global Advisors
332
Mercer Global Advisors
Colorado
$7.47M +$243K +2,330 +3%
SWP
333
Stratos Wealth Partners
Ohio
$7.46M -$454K -4,362 -6%
CSA
334
Cottage Street Advisors
Massachusetts
$7.26M -$32.6K -313 -0.5%
Calamos Advisors
335
Calamos Advisors
Illinois
$7.13M -$1.96M -18,781 -22%
GS
336
GTS Securities
New York
$7.12M +$3.9M +37,437 +129%
GBA
337
Garrison Bradford & Associates
New York
$7.09M +$183K +1,757 +3%
OAM
338
Oppenheimer Asset Management
New York
$7.07M +$162K +1,556 +2%
GKWIM
339
Gerber Kawasaki Wealth & Investment Management
California
$7.01M -$100K -963 -1%
MC
340
Moors & Cabot
Massachusetts
$6.95M -$44.9K -431 -0.7%
AWM
341
AE Wealth Management
Kansas
$6.93M +$226K +2,173 +3%
GIBU
342
Gulf International Bank (UK)
United Kingdom
$6.93M -$681K -6,538 -9%
BMSSC
343
B. Metzler seel. Sohn & Co
Germany
$6.9M +$4.18M +40,110 +165%
KPWS
344
Kestra Private Wealth Services
Texas
$6.9M +$682K +6,548 +11%
GVAG
345
Great Valley Advisor Group
Delaware
$6.89M +$449K +4,309 +7%
MPA
346
Marvin & Palmer Associates
Delaware
$6.89M +$6.69M +64,270 New
BCIM
347
British Columbia Investment Management
British Columbia, Canada
$6.88M +$52.4K +503 +0.8%
M
348
MOTCO
Texas
$6.85M -$35.9K -345 -0.5%
SMDAM
349
Sumitomo Mitsui DS Asset Management
Japan
$6.82M +$1.13M +10,896 +21%
TCA
350
Transcend Capital Advisors
New Jersey
$6.78M -$917K -8,809 -12%

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.