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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
FFM
901
Forum Financial Management
Illinois
$896K +$4.27K +41 +0.5%
AFG
902
Atomi Financial Group
New York
$896K -$51.8K -497 -6%
MRCM
903
M&R Capital Management
New Jersey
$894K
CCP
904
Carmel Capital Partners
California
$893K -$112K -1,072 -11%
LIA
905
LBMC Investment Advisors
Tennessee
$893K +$208 +2 +0%
MFG
906
MidWestOne Financial Group
Iowa
$889K -$37.1K -356 -4%
BFEC
907
Benjamin F. Edwards & Company
Missouri
$886K -$91.5K -879 -10%
AC
908
Apella Capital
Connecticut
$882K +$5.83K +56 +0.7%
JEST
909
JTC Employer Solutions Trustee
Jersey
$881K
HEIP
910
Hudson Edge Investment Partners
New Jersey
$880K -$8.02K -77 -0.9%
CCA
911
Cravens & Co Advisors
Tennessee
$878K +$4.69K +45 +0.6%
AIP
912
Ameritas Investment Partners
Nebraska
$878K +$801K +7,691 +1,538%
JFG
913
Jefferies Financial Group
New York
$877K -$540K -5,181 -39%
EDRH
914
Edmond de Rothschild Holding
Switzerland
$877K +$20.1K +193 +2%
FNT
915
First National Trust
Pennsylvania
$874K -$41.7K -400 -5%
PA
916
Profund Advisors
Maryland
$873K +$848K +8,147 New
HCP
917
Hexagon Capital Partners
Arkansas
$871K -$103K -988 -11%
RG
918
Retirement Group
California
$864K -$8.33K -80 -1%
TA
919
Tectonic Advisors
Texas
$852K +$6.25K +60 +0.8%
HWM
920
Heirloom Wealth Management
Colorado
$850K +$1.25K +12 +0.2%
SAM
921
Seelaus Asset Management
New Jersey
$847K
LIG
922
Lokken Investment Group
Delaware
$846K -$129K -1,243 -14%
CT
923
Chicago Trust
Illinois
$846K -$2.08K -20 -0.3%
RWM
924
Ritholtz Wealth Management
New York
$842K +$182K +1,749 +29%
B
925
Bailard
California
$837K

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.