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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
SMC
751
Smith, Moore & Co
Missouri
$1.47M +$7.81K +75 +0.6%
XWM
752
Xcel Wealth Management
Florida
$1.46M -$45K -432 -3%
MPCG
753
Matrix Private Capital Group
New York
$1.46M +$625 +6 +0%
ISWM
754
Independent Solutions Wealth Management
New York
$1.46M +$45.6K +438 +3%
AWP
755
Accretive Wealth Partners
New Jersey
$1.45M +$19.9K +191 +1%
VFA
756
Valeo Financial Advisors
Indiana
$1.44M +$332K +3,184 +31%
MFG
757
Magnus Financial Group
New York
$1.44M +$127K +1,222 +10%
WA
758
Wambolt & Associates
Colorado
$1.43M +$173K +1,659 +14%
BW
759
Bison Wealth
Georgia
$1.42M -$78.9K -758 -5%
Luther King Capital Management (LKCM)
760
Luther King Capital Management (LKCM)
Texas
$1.42M -$5.93K -57 -0.4%
Vontobel Holding
761
Vontobel Holding
Switzerland
$1.42M -$62.6K -601 -4%
TCPWM
762
Traverso Chambers Private Wealth Management
California
$1.42M +$10.5K +101 +0.8%
NVIM
763
New Vernon Investment Management
Illinois
$1.41M
AWA
764
Arkadios Wealth Advisors
Georgia
$1.41M -$202K -1,940 -13%
KeyBank National Association
765
KeyBank National Association
Ohio
$1.4M +$626K +6,015 +85%
BAM
766
Brave Asset Management
New Jersey
$1.36M
FUBT
767
First United Bank & Trust
Maryland
$1.35M -$26.6K -255 -2%
S
768
SignatureFD
Georgia
$1.35M +$148K +1,425 +13%
BMCM
769
Bryn Mawr Capital Management
Pennsylvania
$1.35M
HVIA
770
Hudson Valley Investment Advisors
New York
$1.34M +$94.5K +908 +8%
BIM
771
Baldwin Investment Management
Pennsylvania
$1.34M +$27.3K +262 +2%
AWM
772
Accel Wealth Management
Iowa
$1.33M -$19K -182 -1%
SFP
773
Sandbox Financial Partners
Maryland
$1.33M -$77.7K -746 -6%
BHB
774
Bank Hapoalim BM
Israel
$1.33M -$199K -1,913 -13%
API
775
Advisor Partners II
California
$1.33M +$181K +1,738 +16%

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.