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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
MWM
376
Marietta Wealth Management
Georgia
$5.91M +$160K +1,533 +3%
EAM
377
EULAV Asset Management
Florida
$5.89M -$312K -3,000 -5%
KRS
378
Kentucky Retirement Systems
Kentucky
$5.89M +$5.72M +54,941 New
OPERF
379
Oregon Public Employees Retirement Fund
Oregon
$5.88M +$5.56M +53,356 +3,456%
MSRPS
380
Maryland State Retirement & Pension System
Maryland
$5.88M +$104K +996 +2%
Teacher Retirement System of Texas
381
Teacher Retirement System of Texas
Texas
$5.86M +$135K +1,299 +2%
RFM
382
Royal Fund Management
Florida
$5.82M -$453K -4,346 -7%
SCP
383
Stamos Capital Partners
California
$5.74M -$2.08M -19,990 -27%
CIA
384
Covington Investment Advisors
Pennsylvania
$5.73M +$24.5K +235 +0.4%
EWA
385
EverSource Wealth Advisors
Alabama
$5.71M +$65.8K +632 +1%
American Century Companies
386
American Century Companies
Missouri
$5.63M +$215K +2,069 +4%
WG
387
Welch Group
Alabama
$5.61M +$66.9K +642 +1%
AIM
388
Achmea Investment Management
Netherlands
$5.6M -$2.25M -21,629 -29%
JWM
389
Jessup Wealth Management
Ohio
$5.6M +$5.44M +52,242 New
Fifth Third Bancorp
390
Fifth Third Bancorp
Ohio
$5.58M +$340K +3,264 +7%
VBFG
391
Vishria Bird Financial Group
Tennessee
$5.52M -$1.67K -16 -0%
SAM
392
Securian Asset Management
Minnesota
$5.46M +$5.3M +50,932 New
First Trust Advisors
393
First Trust Advisors
Illinois
$5.44M +$3.6M +34,560 +213%
ACH
394
ArrowMark Colorado Holdings
Colorado
$5.43M
Natixis Advisors
395
Natixis Advisors
Massachusetts
$5.39M +$3.22M +30,905 +159%
BIC
396
Beach Investment Counsel
Pennsylvania
$5.39M +$271K +2,600 +5%
CNFG
397
Creegan & Nassoura Financial Group
New Hampshire
$5.35M -$115K -1,100 -2%
CTA
398
Chesley Taft & Associates
Illinois
$5.34M +$1.32M +12,690 +34%
BWM
399
BigSur Wealth Management
Florida
$5.33M -$46.5K -447 -0.9%
RG
400
Rathbones Group
United Kingdom
$5.3M +$3.01M +28,936 +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.