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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
CA
801
Carson Advisory
Georgia
$1.21M -$10.4K -100 -0.9%
PWLP
802
Prio Wealth Limited Partnership
Massachusetts
$1.21M
QI
803
Qtron Investments
Massachusetts
$1.2M +$452K +4,343 +63%
NL
804
NWAM LLC
Washington
$1.2M +$233K +2,242 +25%
LMKC
805
L.M. Kohn & Company
Ohio
$1.2M -$5.1K -49 -0.4%
GWCM
806
Godshalk Welsh Capital Management
Pennsylvania
$1.19M +$31.2K +300 +3%
BFA
807
Beaumont Financial Advisors
Massachusetts
$1.19M +$72.6K +697 +7%
WP
808
WMS Partners
Maryland
$1.19M +$14.4K +138 +1%
SFS
809
Sowell Financial Services
Arkansas
$1.19M -$51.2K -492 -4%
SSWM
810
Sheets Smith Wealth Management
North Carolina
$1.19M -$28.6K -275 -2%
EGA
811
E&G Advisors
Texas
$1.19M -$20.8K -200 -2%
TGAM
812
TBH Global Asset Management
Tennessee
$1.19M +$8.85K +85 +0.8%
CCM
813
Chickasaw Capital Management
Tennessee
$1.19M
TFS
814
Thoroughbred Financial Services
Tennessee
$1.18M +$287K +2,757 +33%
PA
815
Procyon Advisors
Connecticut
$1.18M +$342K +3,282 +42%
CP
816
CenterBook Partners
Connecticut
$1.18M -$3.09M -29,679 -73%
AAM
817
AR Asset Management
California
$1.18M
MHS
818
M Holdings Securities
Oregon
$1.18M +$1.15M +11,005 New
CIM
819
Confluence Investment Management
Missouri
$1.18M
DEA
820
DoubleLine ETF Adviser
Florida
$1.17M +$1.14M +10,933 New
AIP
821
Almanack Investment Partners
Pennsylvania
$1.17M -$52.1K -500 -4%
RWA
822
Rainsberger Wealth Advisors
Colorado
$1.16M +$26.1K +251 +2%
CG
823
Colony Group
Massachusetts
$1.16M -$3.54K -34 -0.3%
TPCW
824
TD Private Client Wealth
New York
$1.16M -$75.5K -725 -6%
DT
825
Diversified Trust
Tennessee
$1.16M +$277K +2,658 +33%

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.