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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
Lazard Asset Management
826
Lazard Asset Management
New York
$1.15M -$1.45M -13,960 -56%
DEM
827
Disciplined Equity Management
Florida
$1.15M +$29.2K +280 +3%
CD
828
Chapin Davis
Maryland
$1.14M -$103K -990 -9%
CCB
829
Country Club Bank
Missouri
$1.13M -$104K -1,000 -9%
PTC
830
Private Trust Company
Ohio
$1.13M -$3.44K -33 -0.3%
PCC
831
Park Circle Company
Maryland
$1.12M
AR
832
Advisory Research
Illinois
$1.12M -$70.3K -675 -6%
GA
833
GraniteShares Advisors
New York
$1.12M +$1.09M +10,455 New
MIM
834
Moseley Investment Management
Florida
$1.11M -$264K -2,539 -20%
LA
835
Legacy Advisors
Pennsylvania
$1.11M -$75.3K -723 -7%
MAS
836
Meeder Advisory Services
Ohio
$1.11M -$123K -1,180 -10%
KWA
837
Kingswood Wealth Advisors
California
$1.1M -$521K -5,001 -71%
DFCM
838
Dark Forest Capital Management
Puerto Rico
$1.1M -$18.5M -177,641 -95%
NAS
839
Nicolet Advisory Services
Wisconsin
$1.09M +$274K +2,628 +34%
FMAEN1
840
Fund Management at Engine No 1
California
$1.09M +$99.9K +959 +10%
CSPIA
841
Cary Street Partners Investment Advisory
Virginia
$1.08M +$121K +1,159 +13%
DWA
842
Douglass Winthrop Advisors
New York
$1.08M -$23.4K -225 -2%
GCA
843
Greenwood Capital Associates
South Carolina
$1.08M +$1.05M +10,042 New
QCM
844
Quantinno Capital Management
New York
$1.07M +$735K +7,060 +239%
DLHL
845
Donald L. Hagan LLC
Florida
$1.07M
FFWA
846
FRG Family Wealth Advisors
Washington
$1.07M +$312 +3 +0%
CWP
847
Curated Wealth Partners
California
$1.07M -$833 -8 -0.1%
WSTAM
848
Wilbanks Smith & Thomas Asset Management
Virginia
$1.07M +$39K +375 +4%
FB
849
Fulton Bank
Pennsylvania
$1.06M +$629K +6,041 +156%
HKAM
850
Horizon Kinetics Asset Management
New York
$1.06M +$208K +2,000 +25%

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.