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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
KA
726
Kovack Advisors
Florida
$1.61M -$311K -2,990 -17%
RPC
727
Rossmore Private Capital
Connecticut
$1.61M +$20.8K +200 +1%
HBT
728
Hills Bank & Trust
Iowa
$1.61M +$53.8K +517 +4%
EAM
729
EFG Asset Management
Oregon
$1.6M -$59.9K -575 -4%
WIM
730
WealthPlan Investment Management
Nebraska
$1.6M +$785K +7,535 +102%
SFS
731
Stiles Financial Services
Minnesota
$1.6M +$105K +1,013 +7%
WWM
732
Western Wealth Management
Colorado
$1.6M +$214K +2,051 +16%
VI
733
Vestcor Inc
New Brunswick, Canada
$1.6M -$168K -1,611 -10%
WI
734
Wintrust Investments
Illinois
$1.6M -$225K -2,160 -13%
SFI
735
Siemens Fonds Invest
Germany
$1.59M +$635K +6,098 +70%
PAM
736
Panagora Asset Management
Massachusetts
$1.59M -$13.9M -133,750 -90%
RAM
737
Redmond Asset Management
Virginia
$1.58M -$3.65K -35 -0.2%
PAI
738
Pittenger & Anderson Inc
Nebraska
$1.57M -$18.2K -175 -1%
RIG
739
Renaissance Investment Group
Massachusetts
$1.54M -$58.8K -565 -4%
UB
740
UMB Bank
Missouri
$1.52M -$198K -1,904 -12%
LWM
741
Lodestone Wealth Management
Washington
$1.51M -$6.56K -63 -0.4%
NCM
742
Next Capital Management
New York
$1.51M -$245K -2,357 -14%
CCM
743
Conway Capital Management
California
$1.51M +$3.33K +32 +0.2%
IAMOG
744
Investors Asset Management of Georgia
Georgia
$1.49M -$30.6K -294 -2%
ZF
745
Zhang Financial
Michigan
$1.49M +$202K +1,943 +16%
GLR
746
Great Lakes Retirement
Ohio
$1.49M -$4.06K -39 -0.3%
BA
747
Bellwether Advisors
Nebraska
$1.49M +$1.45M +13,906 New
CGA
748
Crescent Grove Advisors
Illinois
$1.48M -$158K -1,514 -10%
KA
749
Klingman & Associates
New York
$1.48M -$6.77K -65 -0.5%
CI
750
CAZ Investments
Texas
$1.48M

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.