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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
MCM
1101
Morton Capital Management
California
$525K -$37.4K -359 -7%
WMS
1102
Wealth Management Solutions
Pennsylvania
$522K +$1.77K +17 +0.4%
QPWM
1103
Quadrant Private Wealth Management
Pennsylvania
$522K -$69.8K -670 -12%
ACI
1104
Alpha Cubed Investments
California
$521K -$10.4K -100 -2%
PFA
1105
Plotkin Financial Advisors
Maryland
$521K
RWP
1106
Revolve Wealth Partners
New Jersey
$520K +$6.87K +66 +1%
GGI
1107
Godsey & Gibb Inc
Virginia
$518K
BAM
1108
BOS Asset Management
Illinois
$514K -$6.87K -66 -1%
HIMC
1109
Heritage Investors Management Corp
Maryland
$513K -$48.2K -463 -9%
BA
1110
Birinyi Associates
Connecticut
$513K +$521 +5 +0.1%
BCWM
1111
Bartlett & Co Wealth Management
Ohio
$511K +$833 +8 +0.2%
BC
1112
Bartlett & Co
Ohio
$511K +$833 +8 +0.2%
ODG
1113
O'Dell Group
Ohio
$509K +$110K +1,061 +29%
ACP
1114
Arcus Capital Partners
Georgia
$509K
BCM
1115
Brookstone Capital Management
Illinois
$508K +$83.3K +800 +17%
PPWM
1116
Paragon Private Wealth Management
Kentucky
$505K -$155K -1,487 -24%
BFAG
1117
Blackston Financial Advisory Group
Florida
$505K +$1.15K +11 +0.2%
BP
1118
BBR Partners
New York
$503K
AIA
1119
Angeles Investment Advisors
California
$502K +$487K +4,681 New
AF
1120
Alerus Financial
North Dakota
$501K -$14.5K -139 -3%
RIA
1121
Realta Investment Advisors
Delaware
$501K -$111K -1,070 -17%
CWM
1122
Curi Wealth Management
North Carolina
$500K -$19K -182 -4%
CL
1123
Choreo LLC
Illinois
$498K +$1.67K +16 +0.3%
MSAM
1124
Moloney Securities Asset Management
Missouri
$498K +$1.56K +15 +0.3%
WFAG
1125
Worth Financial Advisory Group
North Carolina
$498K +$38.2K +367 +9%

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.