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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
GW
476
GW & Wade
Massachusetts
$3.8M +$177K +1,697 +5%
IWC
477
Integrated Wealth Concepts
Massachusetts
$3.8M -$802K -7,704 -18%
OSNBOA
478
Old Second National Bank of Aurora
Illinois
$3.78M -$47K -451 -1%
SC
479
Sierra Capital
Florida
$3.72M
CJL
480
Cyrus J. Lawrence
New York
$3.72M
AAS
481
Avantax Advisory Services
Texas
$3.71M -$27.3K -262 -0.8%
SF
482
Synovus Financial
Georgia
$3.7M +$9.79K +94 +0.3%
EIP
483
Easterly Investment Partners
Massachusetts
$3.68M +$104 +1 +0%
TRCT
484
Tower Research Capital (TRC)
New York
$3.67M +$865K +8,306 +32%
1SB
485
1ST Source Bank
Indiana
$3.65M -$76.4K -734 -2%
BZWA
486
Blue Zone Wealth Advisors
California
$3.64M -$113K -1,088 -3%
BFS
487
Bard Financial Services
Connecticut
$3.59M +$208K +2,000 +6%
CC
488
Cannell & Co
New York
$3.56M -$595K -5,711 -15%
BIAS
489
Beacon Investment Advisory Services
New Jersey
$3.56M -$24.5K -235 -0.7%
SPWG
490
Syntegra Private Wealth Group
Missouri
$3.54M +$1.18M +11,359 +52%
CT
491
Colonial Trust
South Carolina
$3.53M -$48K -461 -1%
FGAM
492
Financial Gravity Asset Management
Texas
$3.52M +$15K +144 +1,800%
OIA
493
OneDigital Investment Advisors
Kansas
$3.52M -$20.2K -194 -0.6%
RCA
494
Ranch Capital Advisors
Florida
$3.49M -$58.6K -563 -2%
CB
495
Commerce Bank
Missouri
$3.46M +$90.3K +867 +3%
CGH
496
Crossmark Global Holdings
Texas
$3.39M +$2.94M +28,217 +702%
IAS
497
Insigneo Advisory Services
Florida
$3.37M +$25.5K +245 +0.8%
HCM
498
Howland Capital Management
Massachusetts
$3.36M +$1.52M +14,595 +87%
COLIM
499
City of London Investment Management
United Kingdom
$3.33M
SWM
500
Spire Wealth Management
Virginia
$3.33M +$160K +1,537 +5%

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.