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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
BBHC
551
Brown Brothers Harriman & Co
New York
$2.8M +$779K +7,477 +40%
GAM
552
Grandview Asset Management
Pennsylvania
$2.79M -$2.71M -26,006 -50%
TSS
553
Thomas Story & Son
Indiana
$2.79M -$63.5K -610 -2%
RFA
554
Register Financial Advisors
Georgia
$2.79M -$314K -3,018 -10%
CTI
555
Community Trust & Investment
Kentucky
$2.79M -$720K -6,912 -21%
IAIM
556
International Assets Investment Management
Florida
$2.77M -$497K -4,771 -15%
Robeco Institutional Asset Management
557
Robeco Institutional Asset Management
Netherlands
$2.76M +$253K +2,427 +10%
RPCONE
558
Retirement Planning Company of New England
Rhode Island
$2.76M -$528K -5,072 -16%
AFM
559
Abbot Financial Management
Massachusetts
$2.74M -$4.89K -47 -0.2%
AF
560
Allworth Financial
California
$2.72M +$714K +6,859 +37%
LNC
561
Lincoln National Corp
Pennsylvania
$2.72M -$223K -2,145 -8%
1CP
562
11 Capital Partners
Connecticut
$2.7M -$10.1M -96,689 -79%
SIAP
563
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.7M -$53.8K -517 -2%
WANY
564
Wealthspire Advisors (New York)
New York
$2.69M +$141K +1,350 +6%
CIA
565
Compass Ion Advisors
Pennsylvania
$2.68M -$134K -1,287 -5%
BBVA
566
Banco Bilbao Vizcaya Argentaria
Spain
$2.68M +$1.16M +11,153 +81%
KFBMI
567
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.68M
CCT
568
Capital City Trust
Florida
$2.66M -$658K -6,317 -20%
BLC
569
Brown, Lisle/Cummings
Rhode Island
$2.65M +$250K +2,400 +11%
DCM
570
Dudley Capital Management
Virginia
$2.65M +$16.3K +157 +0.6%
GT
571
Glenmede Trust
Pennsylvania
$2.64M -$153K -1,474 -6%
BA
572
Bridgewater Associates
Connecticut
$2.64M
DI
573
Diligent Investors
California
$2.63M +$3.54K +34 +0.1%
KRSITF
574
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.63M +$2.55M +24,530 New
OA
575
Oxbow Advisors
Texas
$2.62M

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.