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
RWM
576
RKL Wealth Management
Pennsylvania
$2.61M -$23.6K -227 -0.9%
MIC
577
Means Investment Company
Maine
$2.58M -$191K -1,838 -7%
CIA
578
Choate Investment Advisors
Massachusetts
$2.58M +$1.47M +14,091 +142%
CA
579
Cullinan Associates
Kentucky
$2.58M
CA
580
CGN Advisors
Kansas
$2.57M -$23.9K -230 -0.9%
FFA
581
Fortune Financial Advisors
Kansas
$2.57M +$83K +797 +3%
BAM
582
Berkshire Asset Management
Pennsylvania
$2.56M -$13.5K -130 -0.5%
RA
583
RiverPark Advisors
New York
$2.56M -$495K -4,755 -17%
EFS
584
Essex Financial Services
Connecticut
$2.56M -$131K -1,261 -5%
BFM
585
Boston Financial Management
Massachusetts
$2.56M -$111K -1,064 -4%
AIM
586
Allen Investment Management
New York
$2.56M
MAM
587
Mastrapasqua Asset Management
Tennessee
$2.55M -$193K -1,850 -7%
P
588
&Partners
Tennessee
$2.55M -$311K -2,990 -11%
JWCA
589
J.W. Cole Advisors
Florida
$2.54M +$36.3K +349 +1%
JIC
590
Johnson Investment Counsel
Ohio
$2.53M +$33K +317 +1%
CF
591
Centaurus Financial
California
$2.52M -$412K -3,957 -14%
WIM
592
Westside Investment Management
California
$2.52M -$165K -1,580 -6%
RJT
593
Raymond James Trust
Florida
$2.5M -$133K -1,282 -5%
LWM
594
Laidlaw Wealth Management
New York
$2.49M -$211K -2,027 -8%
PI
595
PEAK6 Investments
Illinois
$2.48M -$5.99M -57,550 -71%
NB
596
Norinchukin Bank
Japan
$2.48M +$2.41M +23,170 New
AGA
597
Accuvest Global Advisors
Utah
$2.47M -$5.58M -53,569 -70%
SYBT
598
Stock Yards Bank & Trust
Kentucky
$2.46M +$399K +3,832 +20%
AssetMark Inc
599
AssetMark Inc
California
$2.45M +$428K +4,107 +22%
PP
600
Prudential plc
United Kingdom
$2.45M -$319K -3,063 -12%

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.