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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
FCI
851
Financial Counselors Inc
Kansas
$1.05M +$78.1K +750 +8%
USB
852
Union Savings Bank
Connecticut
$1.05M
TI
853
Tidal Investments
Wisconsin
$1.05M +$216K +2,072 +27%
BCA
854
Bay Colony Advisors
Massachusetts
$1.05M -$51.4K -494 -5%
SCA
855
Sandy Cove Advisors
Massachusetts
$1.04M -$10.9K -105 -1%
CT
856
Cambridge Trust
Massachusetts
$1.04M
JCM
857
Jacobi Capital Management
Pennsylvania
$1.04M -$42.2K -405 -4%
WW
858
Waterfront Wealth
Kansas
$1.03M
CTC
859
Central Trust Company
Missouri
$1.03M -$144K -1,385 -13%
TWM
860
Tradition Wealth Management
Minnesota
$1.03M +$32.2K +309 +3%
RSA
861
River Street Advisors
Illinois
$1.02M +$35.1K +337 +4%
CC
862
Callan Capital
California
$1.02M +$198K +1,905 +25%
RA
863
RFG Advisory
Alabama
$1.02M -$150K -1,441 -13%
BO
864
Bank OZK
Arkansas
$1.02M +$597K +5,733 +153%
HI
865
Horizon Investments
North Carolina
$999K +$979K +9,402 New
CF
866
Cantor Fitzgerald
New York
$996K -$12K -115 -1%
MGIA
867
Moneta Group Investment Advisors
Missouri
$995K -$302K -2,901 -24%
DIP
868
Davis Investment Partners
North Carolina
$994K -$13.5K -130 -1%
UBG
869
United Bank (Georgia)
Georgia
$990K -$110K -1,056 -10%
CGL
870
Clarius Group LLC
Washington
$988K +$7.08K +68 +0.7%
DWM
871
Dakota Wealth Management
Florida
$988K -$10.5K -101 -1%
MAM
872
Morse Asset Management
Connecticut
$987K +$340K +3,261 +55%
AGC
873
Aspen Grove Capital
Colorado
$983K +$63.3K +608 +7%
TA
874
Tiedemann Advisors
New York
$976K +$22K +211 +2%
CNBT
875
Cornerstone National Bank & Trust
Illinois
$975K -$15.4K -148 -2%

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.