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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
EBT
1076
Enterprise Bank & Trust
Massachusetts
$556K
ST
1077
Smithfield Trust
Pennsylvania
$551K +$83.1K +798 +18%
ZIM
1078
Zacks Investment Management
Illinois
$551K +$201K +1,931 +60%
PGIM
1079
Pacific Global Investment Management
California
$547K +$208 +2 +0%
OPA
1080
Old Port Advisors
Maine
$547K +$531K +5,101 New
UM
1081
UniSuper Management
Australia
$546K +$10.4K +100 +2%
FAT
1082
First American Trust
California
$546K -$135K -1,298 -20%
IDBONY
1083
Israel Discount Bank of New York
New York
$546K -$12.6K -121 -2%
KA
1084
Kozak & Associates
Colorado
$543K +$3.96K +38 +0.7%
Bank Julius Baer & Co
1085
Bank Julius Baer & Co
Switzerland
$542K +$15.9K +153 +3%
LSA
1086
Leonteq Securities AG
Switzerland
$541K -$292K -2,804 -36%
1IA
1087
1620 Investment Advisors
Massachusetts
$541K -$312 -3 -0.1%
ACM
1088
Avalon Capital Management
California
$541K
Acadian Asset Management
1089
Acadian Asset Management
Massachusetts
$541K +$278K +2,668 +111%
SLWA
1090
San Luis Wealth Advisors
California
$539K +$49K +471 +10%
NP
1091
NorthRock Partners
Minnesota
$539K +$38.4K +369 +8%
EI
1092
Ellevest Inc
New York
$539K +$15.4K +148 +3%
RMDI
1093
R.M. Davis Inc
Maine
$537K
LIA
1094
LSP Investment Advisors
New York
$536K
FWM
1095
FFT Wealth Management
Pennsylvania
$535K
SIC
1096
Salem Investment Counselors
North Carolina
$532K
TCWM
1097
Total Clarity Wealth Management
Illinois
$528K -$31.2K -300 -6%
CG
1098
Caprock Group
Idaho
$528K +$90.4K +868 +21%
WPC
1099
Wedmont Private Capital
Pennsylvania
$526K +$83.9K +806 +19%
PCTC
1100
Perkins Coie Trust Company
Washington
$526K -$1.46K -14 -0.3%

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.