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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
FTDI
1001
First Trust Direct Indexing
Massachusetts
$689K +$86.3K +829 +15%
SWM
1002
Silverlake Wealth Management
Vermont
$687K +$729 +7 +0.1%
HFM
1003
Harvest Fund Management
China
$685K +$419K +4,028 +170%
PWM
1004
Purus Wealth Management
California
$685K -$5.62K -54 -0.8%
GWMIA
1005
Global Wealth Management Investment Advisory
Florida
$678K +$26.6K +255 +4%
WAM
1006
WNY Asset Management
New York
$676K -$73K -701 -10%
PFA
1007
Pathway Financial Advisers
Indiana
$675K +$656K +6,301 New
SM
1008
Sweeney & Michel
California
$670K +$3.85K +37 +0.6%
AQR Capital Management
1009
AQR Capital Management
Connecticut
$669K +$384K +3,690 +144%
ONST
1010
Old North State Trust
North Carolina
$669K +$35.3K +339 +6%
WA
1011
WBH Advisory
Maryland
$665K +$937 +9 +0.1%
PWM
1012
Prentice Wealth Management
New York
$664K -$7.81K -75 -1%
FWCM
1013
Ferguson Wellman Capital Management
Oregon
$656K -$116K -1,111 -15%
BCM
1014
Boltwood Capital Management
California
$655K -$6.25K -60 -1%
EF
1015
Empowered Funds
Pennsylvania
$654K +$130K +1,244 +26%
PCIG
1016
Partners Capital Investment Group
Massachusetts
$646K +$174K +1,669 +38%
VCAM
1017
Van Cleef Asset Management
Ohio
$644K +$104 +1 +0%
FPB
1018
First PREMIER Bank
South Dakota
$643K
SACTSONJ
1019
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$643K
VCM
1020
Virtue Capital Management
Tennessee
$640K
QCIG
1021
Quad-Cities Investment Group
Iowa
$640K -$41.3K -397 -6%
CCS
1022
Concentric Capital Strategies
Connecticut
$639K +$621K +5,961 New
WA
1023
Waddell & Associates
Tennessee
$638K
SWA
1024
Sax Wealth Advisors
New Jersey
$637K +$21.9K +210 +4%
RWA
1025
Redhawk Wealth Advisors
Minnesota
$635K +$9.37K +90 +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.