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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
KFS
501
Kaizen Financial Strategies
California
$3.27M +$30K +288 +1%
SWM
502
Sculati Wealth Management
Michigan
$3.27M +$26.3K +253 +0.8%
TAF
503
Tredje AP-fonden
Sweden
$3.26M
BCI
504
Brinker Capital Investments
Pennsylvania
$3.24M -$850K -8,159 -21%
OPS
505
Orion Portfolio Solutions
Nebraska
$3.24M -$850K -8,159 -21%
OSAM
506
O'Shaughnessy Asset Management
Connecticut
$3.24M +$1.04M +9,970 +49%
First Manhattan
507
First Manhattan
New York
$3.23M +$1.67K +16 +0.1%
SFP
508
Shepherd Financial Partners
Massachusetts
$3.19M -$6.98K -67 -0.2%
TIP
509
Torray Investment Partners
Maryland
$3.16M +$81.4K +782 +3%
MA
510
Modus Advisors
Minnesota
$3.16M +$17.5K +168 +0.6%
RFMS
511
RWQ Financial Management Services
Florida
$3.16M +$260K +2,495 +9%
UAM
512
UAS Asset Management
New York
$3.15M +$3.06M +29,405 New
JCM
513
Jag Capital Management
Missouri
$3.15M +$195K +1,877 +7%
MLICM
514
Metropolitan Life Insurance Company (MetLife)
New York
$3.15M +$3.06M +29,365 New
MGP
515
Metis Global Partners
California
$3.14M +$1.6M +15,359 +110%
CPA
516
Capital Planning Advisors
California
$3.12M +$8.85K +85 +0.3%
ECG
517
Edge Capital Group
Georgia
$3.11M -$4.59M -44,094 -60%
Walleye Trading
518
Walleye Trading
New York
$3.11M +$3.02M +28,992 New
MWM
519
Modera Wealth Management
New Jersey
$3.06M +$133K +1,278 +5%
SG
520
Somerset Group
Minnesota
$3.04M -$8.85K -85 -0.3%
KACA
521
Kayne Anderson Capital Advisors
California
$3.03M
MMA
522
Miracle Mile Advisors
California
$3.02M +$172K +1,652 +6%
SWA
523
Sutton Wealth Advisors
Florida
$3.02M +$122K +1,170 +4%
WE
524
Wealth Effects
Massachusetts
$3.01M -$23K -221 -0.8%
TAM
525
Tealwood Asset Management
Minnesota
$3M -$21.6K -207 -0.7%

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.