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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
JCM
1226
Janney Capital Management
Pennsylvania
$377K -$104K -1,000 -22%
SIM
1227
Stratos Investment Management
Ohio
$377K
MIM
1228
Merrion Investment Management
New Jersey
$375K
SC
1229
Samjo Capital
New York
$375K +$364K +3,500 New
GFP
1230
Gryphon Financial Partners
Ohio
$374K -$30.1K -289 -8%
CWS
1231
Cypress Wealth Services
California
$374K +$104 +1 +0%
BBA
1232
BLB&B Advisors
Pennsylvania
$373K
AA
1233
AlphaMark Advisors
Kentucky
$370K -$9.16K -88 -2%
IF
1234
IRON Financial
Illinois
$369K
CCM
1235
Cullen Capital Management
New York
$368K +$358K +3,436 New
BHWM
1236
Bar Harbor Wealth Management
New Hampshire
$367K -$153K -1,472 -30%
SIC
1237
Sigma Investment Counselors
Michigan
$367K +$22.7K +218 +7%
MWM
1238
Mattern Wealth Management
Kansas
$367K +$38.3K +368 +12%
FM
1239
Family Management
New York
$366K +$72.7K +698 +26%
SHFA
1240
SC&H Financial Advisors
Maryland
$365K +$833 +8 +0.2%
TWA
1241
TCI Wealth Advisors
Arizona
$365K +$10K +96 +3%
KFGK
1242
Keystone Financial Group (Kentucky)
Kentucky
$361K -$5.1K -49 -1%
MFGM
1243
Marshall Financial Group (Maryland)
Maryland
$359K -$729 -7 -0.2%
AWM
1244
Act Wealth Management
Texas
$358K +$8.64K +83 +3%
LWCFA
1245
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$358K +$209K +2,003 +122%
WC
1246
Whitney & Co
New York
$358K +$68.3K +656 +24%
WB
1247
WesBanco Bank
West Virginia
$358K
PNC
1248
Park National Corp
Ohio
$357K +$347K +3,335 New
GSIAS
1249
Garden State Investment Advisory Services
New Jersey
$356K +$1.77K +17 +0.5%
EWA
1250
Exencial Wealth Advisors
Oklahoma
$355K -$312 -3 -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.