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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
IA
701
Insight Advisors
Pennsylvania
$1.73M -$68.7K -660 -4%
CNC
702
Citizens & Northern Corp
Pennsylvania
$1.72M +$8.75K +84 +0.5%
AAS
703
Ameritas Advisory Services
Nebraska
$1.72M +$1.17M +11,207 +219%
AWA
704
Acorn Wealth Advisors
Michigan
$1.71M -$34.2K -328 -2%
SAG
705
SageView Advisory Group
California
$1.71M +$4.79K +46 +0.3%
RPSA
706
Richard P. Slaughter Associates
Texas
$1.71M -$40.5K -389 -2%
DWP
707
Daymark Wealth Partners
Ohio
$1.7M -$27.5K -264 -2%
SWM
708
SeaCrest Wealth Management
New York
$1.7M -$62.8K -603 -4%
ATPW
709
Ashton Thomas Private Wealth
Arizona
$1.7M +$155K +1,488 +10%
WPC
710
Waters Parkerson & Co
Louisiana
$1.7M +$149K +1,429 +10%
XSC
711
X-Square Capital
Puerto Rico
$1.69M
WAP
712
Wealthcare Advisory Partners
Pennsylvania
$1.67M +$5.1K +49 +0.3%
ZCI
713
Zevenbergen Capital Investments
Washington
$1.66M -$26K -250 -2%
BFC
714
Blue Fin Capital
Rhode Island
$1.66M +$157K +1,506 +11%
MPPW
715
Mitchell & Pahl Private Wealth
Oklahoma
$1.65M -$43.2K -415 -3%
MA
716
Mutual Advisors
Nebraska
$1.64M -$154K -1,477 -9%
GT
717
Glenview Trust
Kentucky
$1.64M -$50.8K -488 -3%
HIA
718
Harvest Investment Advisors
Florida
$1.64M -$19.2K -184 -1%
SW
719
StrongBox Wealth
Missouri
$1.63M +$32K +307 +2%
STA
720
Summit Trail Advisors
New York
$1.63M +$64.9K +623 +4%
PWAM
721
Pinnacle West Asset Management
Wyoming
$1.63M +$71.8K +690 +5%
TNAM
722
Terra Nova Asset Management
New York
$1.62M
MAM
723
MWA Asset Management
Massachusetts
$1.62M +$1.58M +15,128 New
SIA
724
Sit Investment Associates
Minnesota
$1.62M
Assenagon Asset Management
725
Assenagon Asset Management
Luxembourg
$1.61M +$165K +1,583 +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.