We are live on ! Find out more
BX icon

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
AWM
526
Avitas Wealth Management
California
$3M -$8.44K -81 -0.3%
BFG
527
Bleakley Financial Group
New Jersey
$2.99M -$1.17M -11,276 -29%
SS
528
Simplicity Solutions
Minnesota
$2.99M -$1.17M -11,276 -29%
Wolverine Trading
529
Wolverine Trading
Illinois
$2.96M -$6.91M -66,381 -71%
TIAA Trust, National Association
530
TIAA Trust, National Association
North Carolina
$2.93M +$2.85M +27,393 New
NLP
531
Next Level Private
New York
$2.92M +$11.1K +107 +0.4%
JF
532
Jump Financial
Illinois
$2.92M +$2.06M +19,747 +264%
BA
533
Ballast Advisors
Minnesota
$2.91M -$472K -4,533 -14%
LCWP
534
Legacy Capital Wealth Partners
Arkansas
$2.91M -$76.8K -738 -3%
DILIC
535
Dai-ichi Life Insurance Company
Japan
$2.91M -$30.4M -291,583 -91%
SF
536
Slagle Financial
Illinois
$2.9M +$106K +1,015 +4%
SPFA
537
Summit Place Financial Advisors
New Jersey
$2.89M -$181K -1,735 -6%
HIC
538
Holderness Investments Company
North Carolina
$2.89M -$14.4K -138 -0.5%
TSWM
539
Tyler-Stone Wealth Management
Ohio
$2.88M -$30.5K -293 -1%
RWS
540
Resolute Wealth Strategies
Mississippi
$2.88M -$8.85K -85 -0.3%
GMA
541
Glassy Mountain Advisors
Maryland
$2.86M -$448K -4,299 -14%
EI
542
Ethic Inc
New York
$2.86M +$405K +3,894 +17%
GLA
543
Good Life Advisors
Pennsylvania
$2.85M -$79.3K -762 -3%
CWM
544
Congress Wealth Management
Massachusetts
$2.84M +$523K +5,022 +23%
CIA
545
Cohen Investment Advisors
New Hampshire
$2.83M -$70.2K -674 -2%
BHA
546
Beech Hill Advisors
New York
$2.83M -$32.5K -312 -1%
DI
547
DFPG Investments
Utah
$2.83M +$758K +7,284 +33%
CMANY
548
Capital Management Associates (New York)
New York
$2.82M -$13.6K -131 -0.5%
FHA
549
Flagship Harbor Advisors
Massachusetts
$2.81M +$74.9K +719 +3%
AA
550
ALPS Advisors
Colorado
$2.81M -$8.28M -79,477 -75%

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.