Blackstone
1,562 hedge funds and large institutions have $40.4B invested in Blackstone in 2023 Q1 according to their latest regulatory filings, with 156 funds opening new positions, 642 increasing their positions, 547 reducing their positions, and 119 closing their positions.
31% more first-time investments, than exits
New positions opened: 156 | Existing positions closed: 119
19% more funds holding in top 10
Funds holding in top 10: 52 → 62 (+10)
17% more repeat investments, than reductions
Existing positions increased: 642 | Existing positions reduced: 547
15% more capital invested
Capital invested by funds: $35.2B → $40.4B (+$5.16B)
0.47% more ownership
Funds ownership: 64.77% → 65.24% (+0.47%)
0% more funds holding
Funds holding: 1,557 → 1,562 (+5)
25% less call options, than puts
Call options by funds: $1.27B | Put options by funds: $1.68B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$904M |
| 2 |
Edgewood Management
Greenwich,
Connecticut
|
+$341M |
| 3 |
JP Morgan Chase
New York
|
+$215M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$157M |
| 5 |
BlackRock
New York
|
+$131M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSA
Cottage Street Advisors
Marion,
Massachusetts
|
-$368M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$273M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$191M |
| 4 |
Renaissance Technologies
New York
|
-$122M |
| 5 |
Janus Henderson Group
London,
United Kingdom
|
-$111M |
BX Hedge Fund Activity: Q1 2023 in Review
1,562 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Blackstone (BX) for Q1 2023, worth a combined $40.4B — up 15% from $35.2B a quarter earlier.
Buyers outnumbered sellers: 156 funds opened new BX positions and 119 closed out — a net gain of 37 holders — while 642 added to existing stakes and 547 trimmed.
The largest buyer was Charles Schwab, adding an estimated $904M. The largest seller was Cottage Street Advisors, cutting an estimated $368M.
- 1,562 institutional investors held Blackstone (BX) as of Q1 2023, up from 1,557 in Q4 2022.
- Funds reported $40.4B of Blackstone stock for Q1 2023, up 15% quarter-over-quarter.
- 156 funds opened new Blackstone positions in Q1 2023 and 119 closed out, a net change of +37 holders.
- The largest Blackstone buyer in Q1 2023 was Charles Schwab, an estimated $904M added.
- The largest Blackstone seller in Q1 2023 was Cottage Street Advisors, an estimated $368M sold.
Based on aggregated 13F filings for Q1 2023.