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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
MSFP
1126
Mark Sheptoff Financial Planning
Connecticut
$493K
SF
1127
Summit Financial
New Jersey
$491K +$4.37K +42 +0.9%
WA
1128
Wealthstar Advisors
Texas
$486K +$472K +4,537 New
C
1129
Certuity
Florida
$482K +$7.29K +70 +2%
FPGK
1130
Financial Partners Group (Kansas)
Kansas
$481K -$184K -1,766 -26%
OBWG
1131
Onyx Bridge Wealth Group
New York
$481K +$78.5K +754 +20%
GCA
1132
Gradient Capital Advisors
California
$481K
CSIC
1133
Clifford Swan Investment Counsel
California
$481K -$5.21K -50 -1%
BWP
1134
BSW Wealth Partners
Colorado
$479K
PA
1135
Perennial Advisors
New York
$479K
MWM
1136
Mission Wealth Management
California
$479K -$15.4K -148 -3%
MBT
1137
Montecito Bank & Trust
California
$479K +$118K +1,135 +34%
NP
1138
Nilsine Partners
Colorado
$478K -$49.9K -479 -10%
CRC
1139
Curi RMB Capital
Illinois
$476K -$1.15K -11 -0.2%
CM
1140
Capula Management
Cayman Islands
$476K +$462K +4,440 New
AWM
1141
Accurate Wealth Management
Florida
$474K +$18.6K +179 +4%
RCG
1142
Regatta Capital Group
California
$473K -$29.2K -280 -6%
RBC
1143
Romano Brothers & Co
Illinois
$468K +$417 +4 +0.1%
WA1
1144
Wimmer Associates 1
California
$465K -$5.21K -50 -1%
ALAM
1145
Asahi Life Asset Management
Japan
$464K +$451K +4,335 New
BPC
1146
Banque Pictet & Cie
Switzerland
$463K -$745K -7,154 -62%
WP
1147
Westmount Partners
California
$459K -$2.4K -23 -0.5%
CCA
1148
Cora Capital Advisors
New Jersey
$457K -$2.71K -26 -0.6%
Fisher Asset Management
1149
Fisher Asset Management
Washington
$453K -$31.9K -306 -7%
MAG
1150
Members Advisory Group
New York
$453K +$39.5K +379 +10%

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.