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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
LSA
876
Lion Street Advisors
Texas
$970K +$942K +9,048 New
LA
877
LBP AM
France
$967K
TCOT
878
Trust Company of Toledo
Ohio
$966K -$100K -960 -10%
SB
879
Strategic Blueprint
Georgia
$966K +$45.6K +438 +5%
PNAA
880
Pictet North America Advisors
Switzerland
$961K
FPF
881
First Pacific Financial
Washington
$951K -$42.9K -412 -4%
MFA
882
Mayflower Financial Advisors
Massachusetts
$951K -$7.6K -73 -0.8%
LCGC
883
Legacy Capital Group California
California
$944K +$918K +8,813 New
CFG
884
Cooper Financial Group
California
$941K -$25.8K -248 -3%
LI
885
Latash Investments
Alaska
$940K
IC
886
Inscription Capital
Texas
$938K -$609K -5,850 -40%
BBI
887
Baxter Bros Inc
Connecticut
$937K +$3.12K +30 +0.3%
LBC
888
Lowe Brockenbrough & Co
Virginia
$934K -$3.44K -33 -0.4%
Citadel Advisors
889
Citadel Advisors
Florida
$928K -$293M -2,816,468 -100%
AC
890
Avory & Company
Florida
$927K -$288K -2,767 -24%
DZ Bank
891
DZ Bank
Germany
$921K
CG
892
Cutler Group
California
$921K +$748K +7,186 +509%
PI
893
PFG Investments
New York
$918K +$377K +3,616 +73%
MSCM
894
McElhenny Sheffield Capital Management
Texas
$913K
SCA
895
St. Clair Advisors
Ohio
$911K +$104K +1,000 +13%
PWM
896
PBMares Wealth Management
Virginia
$911K
AF
897
Apexium Financial
Texas
$911K +$208 +2 +0%
BAM
898
Byrne Asset Management
New Jersey
$910K
NB
899
Nicolet Bankshares
Wisconsin
$902K -$615K -5,902 -41%
NDSI
900
Newman Dignan & Sheerar Inc
Rhode Island
$897K -$30.2K -290 -3%

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.