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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
RWP
1051
RWA Wealth Partners
Massachusetts
$592K +$223K +2,140 +63%
AF
1052
Advisornet Financial
Minnesota
$592K +$833 +8 +0.1%
PIA
1053
Powell Investment Advisors
Florida
$591K -$104 -1 -0%
BL
1054
Balentine LLC
Georgia
$591K +$37.4K +359 +7%
PCM
1055
Poehling Capital Management
Wisconsin
$590K -$14.6K -140 -2%
AAM
1056
Augustine Asset Management
Florida
$589K
CFMC
1057
Curbstone Financial Management Corp
New Hampshire
$587K
HH
1058
Hilltop Holdings
Texas
$583K -$47.6K -457 -8%
VCP
1059
Verus Capital Partners
Arizona
$583K +$40.6K +390 +8%
MP
1060
McDonald Partners
Ohio
$582K +$2.08K +20 +0.4%
FFG
1061
Fortem Financial Group
California
$581K +$565K +5,424 New
BCM
1062
BluePath Capital Management
Georgia
$579K +$563K +5,402 New
GWM
1063
Geneos Wealth Management
Colorado
$578K +$24.7K +237 +5%
CCM
1064
Coldstream Capital Management
Washington
$576K +$35.6K +342 +7%
MCWS
1065
McKinley Carter Wealth Services
West Virginia
$575K -$3.02K -29 -0.5%
ABLA
1066
Alan B. Lancz & Associates
Ohio
$573K -$52.1K -500 -9%
VCWA
1067
Vanguard Capital Wealth Advisors
Colorado
$573K +$50.3K +483 +10%
Caisse de Depot et Placement du Quebec (CDPQ)
1068
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$573K +$557K +5,348 New
JWBC
1069
J.W. Burns & Co
New York
$571K
FWA
1070
Freedom Wealth Alliance
Wisconsin
$568K +$11.2K +108 +2%
OWA
1071
Octavia Wealth Advisors
Ohio
$567K +$208 +2 +0%
OMC
1072
Overbrook Management Corp
New York
$566K -$81.2K -780 -13%
EFH
1073
Eaton Financial Holdings
Florida
$565K +$549K +5,273 New
AUB
1074
Atlantic Union Bankshares
Virginia
$561K
MWA
1075
Meridian Wealth Advisors
Texas
$561K -$2.08K -20 -0.4%

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.