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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
NFSG
1026
Newbridge Financial Services Group
Florida
$635K -$44.2K -424 -7%
BAM
1027
Beaumont Asset Management
Texas
$634K +$8.33K +80 +1%
SIC
1028
Samalin Investment Counsel
New York
$634K -$6.14K -59 -1%
FFA
1029
Farther Finance Advisors
California
$631K +$98.5K +946 +19%
RWA
1030
Ropes Wealth Advisors
Massachusetts
$629K
HWA
1031
Heritage Wealth Advisors
Virginia
$622K -$10.4K -100 -2%
CAM
1032
Close Asset Management
United Kingdom
$617K -$11.7K -112 -2%
BS
1033
Bessemer Securities
New York
$616K -$315K -3,028 -35%
NB
1034
NBT Bank
New York
$614K +$597K +5,732 New
MC
1035
Mathes Company
New York
$614K
BP
1036
Ballentine Partners
Massachusetts
$612K +$38.6K +371 +7%
KIC
1037
Kensington Investment Counsel
California
$610K +$27K +259 +5%
NS
1038
NBC Securities
Alabama
$610K +$593K +5,699 New
KFP
1039
KMG Fiduciary Partners
Ohio
$609K -$17.8K -171 -3%
ACA
1040
Aptus Capital Advisors
Alabama
$607K +$590K +5,669 New
HI
1041
Harbour Investments
Wisconsin
$607K +$33.1K +318 +6%
VWA
1042
Visionary Wealth Advisors
Illinois
$605K -$11.6K -111 -2%
SIG
1043
Spinnaker Investment Group
California
$604K +$23.9K +230 +4%
AAS
1044
Annex Advisory Services
Wisconsin
$602K +$146K +1,401 +33%
SMA
1045
Sage Mountain Advisors
Georgia
$602K +$11.5K +110 +2%
GHAM
1046
Gilman Hill Asset Management
Connecticut
$600K -$8.44K -81 -1%
OHWP
1047
Oak Harbor Wealth Partners
North Carolina
$598K
BB
1048
Busey Bank
Illinois
$598K +$6.56K +63 +1%
CA
1049
Claro Advisors
Massachusetts
$596K +$2.4K +23 +0.4%
TPWA
1050
TRUE Private Wealth Advisors
Oregon
$594K -$20.8K -200 -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.