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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
Carson Wealth (CWM LLC)
401
Carson Wealth (CWM LLC)
Nebraska
$5.3M +$767K +7,368 +18%
FG
402
Fiduciary Group
Georgia
$5.28M -$38.2K -367 -0.7%
ATI
403
Act Two Investors
California
$5.24M +$457K +4,386 +10%
SNB
404
Security National Bank
Nebraska
$5.22M -$156K -1,499 -3%
BFS
405
Bradley Foster & Sargent
Connecticut
$5.21M
AWM
406
Axxcess Wealth Management
California
$5.19M +$313K +3,007 +7%
Nordea Investment Management
407
Nordea Investment Management
Sweden
$5.18M -$79.1K -760 -2%
IA
408
IFP Advisors
Florida
$5.17M -$116K -1,116 -2%
WPW
409
Waldron Private Wealth
Pennsylvania
$5.16M +$14.2K +136 +0.3%
Kovitz Investment Group Partners
410
Kovitz Investment Group Partners
Illinois
$5.14M -$94.1M -904,015 -95%
HPC
411
HM Payson & Co
Maine
$5.09M -$323K -3,100 -6%
TC
412
Tenere Capital
New York
$5.05M -$3.34M -32,100 -41%
PMG
413
ProVise Management Group
Florida
$4.98M -$140K -1,347 -3%
FAM
414
Fred Alger Management
New York
$4.98M +$371K +3,560 +8%
SIC
415
SFE Investment Counsel
California
$4.92M -$60.9K -585 -1%
SVCP
416
Silicon Valley Capital Partners
California
$4.9M +$881K +8,457 +23%
SW
417
SteelPeak Wealth
California
$4.85M -$67.3K -646 -1%
CA
418
Cetera Advisors
Colorado
$4.85M -$248K -2,378 -5%
NGA
419
Naples Global Advisors
Florida
$4.81M -$45.8K -440 -1%
KCPG
420
Kavar Capital Partners Group
Kansas
$4.81M +$66.6K +640 +1%
Pacer Advisors
421
Pacer Advisors
Pennsylvania
$4.79M +$4.66M +44,735 New
CWM
422
Compass Wealth Management
Connecticut
$4.79M -$66.2K -636 -1%
MCM
423
MAI Capital Management
Ohio
$4.73M +$194K +1,865 +4%
LSERS
424
Louisiana State Employees Retirement System
Louisiana
$4.71M +$4.58M +44,000 New
AP
425
Appleton Partners
Massachusetts
$4.67M +$1.36M +13,037 +43%

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.