We are live on ! Find out more
BX icon

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
CCA
1176
Checchi Capital Advisers
California
$424K +$67.9K +652 +20%
SQA
1177
Simon Quick Advisors
New Jersey
$424K +$412K +3,954 New
BC
1178
Burney Company
Virginia
$423K
CA
1179
Cornerstone Advisory
Maryland
$421K +$3.85K +37 +0.9%
CCA
1180
Covey Capital Advisors
Georgia
$420K
WA
1181
Waverly Advisors
Alabama
$420K +$120K +1,150 +42%
LCC
1182
Lincoln Capital Corp
Rhode Island
$418K -$42.7K -410 -10%
SFFS
1183
Stonehage Fleming Financial Services
Jersey
$417K -$32.8K -315 -8%
LW
1184
Lauer Wealth
Indiana
$415K -$45.1K -433 -10%
PO
1185
Private Ocean
California
$415K
WBC
1186
Westpac Banking Corp
Australia
$412K +$173K +1,662 +76%
Federated Hermes
1187
Federated Hermes
Pennsylvania
$410K +$393K +3,770 +6,500%
GJIA
1188
Glass Jacobson Investment Advisors
Maryland
$408K -$19.4K -186 -5%
TAM
1189
Townsend Asset Management
North Carolina
$408K +$417 +4 +0.1%
KBFS
1190
Kohmann Bosshard Financial Services
Ohio
$407K
WWMSC
1191
Wagner Wealth Management (South Carolina)
South Carolina
$406K +$22.1K +212 +6%
OHWA
1192
Oak Hill Wealth Advisors
Virginia
$405K -$14.8K -142 -4%
RFN
1193
Redwood Financial Network
Ohio
$405K -$9.79K -94 -2%
PFGIA
1194
Patriot Financial Group Insurance Agency
Massachusetts
$404K -$25.6K -246 -6%
IWA
1195
IVC Wealth Advisors
Pennsylvania
$404K +$104 +1 +0%
FPCP
1196
Fort Point Capital Partners
California
$404K -$62K -595 -14%
N
1197
Natixis
France
$402K +$390K +3,750 New
MCM
1198
Manchester Capital Management
Vermont
$401K +$208K +2,000 +115%
MCA
1199
MSH Capital Advisors
Arizona
$401K -$69.8K -670 -15%
LC
1200
Lindbrook Capital
California
$399K -$204K -1,958 -34%

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.