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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
TA
1201
TFB Advisors
Kansas
$399K +$24.8K +238 +7%
MA
1202
MJP Associates
Connecticut
$398K +$66.4K +638 +21%
AFP
1203
Ausdal Financial Partners
Iowa
$398K +$4.69K +45 +1%
SW
1204
SlateStone Wealth
Florida
$398K
BWP
1205
Bernardo Wealth Planning
Pennsylvania
$398K +$23.3K +224 +6%
DLG
1206
Daniel L. Goodwin
$396K -$666K -6,400 -63%
ACA
1207
Atlas Capital Advisors
Wyoming
$393K +$7.18K +69 +2%
KAM
1208
Knightsbridge Asset Management
California
$388K +$376K +3,607 New
MAP
1209
Moody Aldrich Partners
Massachusetts
$388K +$381K +3,657 New
MAG
1210
Mayfair Advisory Group
Alabama
$387K
SFWA
1211
Summit Financial Wealth Advisors
Louisiana
$387K +$407K +3,912 New
DWMG
1212
DB Wealth Management Group
California
$386K
SPA
1213
Sherbrooke Park Advisers
New York
$386K +$376K +3,607 New
FWM
1214
Fairhaven Wealth Management
Illinois
$385K +$417 +4 +0.1%
WA
1215
Wealth Alliance
New York
$385K -$62K -595 -14%
CWM
1216
C2C Wealth Management
Arizona
$384K
EL
1217
Essex LLC
Illinois
$381K +$371K +3,559 New
PFBT
1218
Parkside Financial Bank & Trust
Missouri
$380K +$16.1K +155 +5%
ICG
1219
InterOcean Capital Group
Tennessee
$380K -$238K -2,285 -39%
SAMT
1220
Select Asset Management & Trust
Pennsylvania
$380K
AAG
1221
Armstrong Advisory Group
Massachusetts
$380K -$28.8K -277 -7%
PWM
1222
Palumbo Wealth Management
New York
$379K -$2.71K -26 -0.7%
SCM
1223
Schnieders Capital Management
California
$379K
APP
1224
Avantax Planning Partners
Iowa
$378K -$51.6K -496 -12%
SFG
1225
StrategIQ Financial Group
Indiana
$378K +$208 +2 +0.1%

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.