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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
RCAG
651
Rehmann Capital Advisory Group
Michigan
$2.03M -$20.7K -199 -1%
PM
652
Penbrook Management
New York
$2.03M -$52.1K -500 -3%
IFPG
653
Intrepid Financial Planning Group
Indiana
$2.03M -$56.5K -543 -3%
KWMG
654
King Wealth Management Group
Florida
$2.03M +$312 +3 +0%
USAA
655
United Services Automobile Association
Texas
$2.02M +$1.96M +18,861 New
XF
656
XML Financial
Maryland
$2.02M -$48.8K -469 -2%
PCM
657
Pennsylvania Capital Management
Pennsylvania
$2.02M -$122K -1,175 -6%
Nomura Holdings
658
Nomura Holdings
Japan
$2.01M -$4.48M -43,070 -70%
FT
659
Fiduciary Trust
Massachusetts
$2.01M -$142K -1,365 -7%
FFA
660
First Foundation Advisors
California
$2.01M -$15.4M -148,333 -89%
VNA
661
Valley National Advisers
Pennsylvania
$1.99M -$87.8K -843 -4%
SDIC
662
South Dakota Investment Council
South Dakota
$1.98M +$525K +5,046 +38%
HI
663
Hudock Inc
Pennsylvania
$1.98M +$63.6K +611 +3%
PTP
664
Platform Technology Partners
New York
$1.97M +$59.1K +568 +3%
RCM
665
Riverpark Capital Management
New York
$1.96M -$225K -2,163 -11%
RCWM
666
Royal Capital Wealth Management
Indiana
$1.96M -$9.27K -89 -0.5%
HHGC
667
Hunting Hill Global Capital
New York
$1.96M +$361K +3,465 +23%
SC
668
Savant Capital
Illinois
$1.95M -$34.8K -334 -2%
BSAM
669
Blue Square Asset Management
New York
$1.94M +$92.4K +887 +5%
RA
670
Rational Advisors
New York
$1.93M -$5.25M -50,385 -74%
TW
671
TrinityPoint Wealth
Connecticut
$1.92M -$1.87K -18 -0.1%
HG
672
Herbst Group
Connecticut
$1.9M +$83.3K +800 +5%
RFC
673
Regions Financial Corp
Alabama
$1.9M +$155K +1,493 +9%
LGWM
674
Litman Gregory Wealth Management
California
$1.89M +$1.84M +17,625 New
GWSG
675
GPS Wealth Strategies Group
Colorado
$1.88M +$27.1K +260 +2%

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.