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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
TPA
1251
Trivium Point Advisory
Connecticut
$354K -$2.81K -27 -0.8%
WP
1252
WealthSource Partners
California
$353K -$175K -1,683 -34%
SC
1253
SouthState Corp
Florida
$351K +$88.5K +850 +35%
EFSCE
1254
Enterprise Financial Services Corp (EFSC)
Missouri
$351K +$7.6K +73 +2%
PWMAG
1255
Pinnacle Wealth Management Advisory Group
New Jersey
$351K +$114K +1,093 +50%
RAM
1256
Ramirez Asset Management
New York
$350K +$340K +3,266 New
KP
1257
Keel Point
Alabama
$350K +$39.3K +377 +13%
MWM
1258
Meridian Wealth Management
Kentucky
$350K +$312 +3 +0.1%
SLG
1259
Stanley-Laman Group
Pennsylvania
$347K -$3.24M -31,104 -91%
NCM
1260
Northside Capital Management
Oregon
$346K
OWA
1261
Opal Wealth Advisors
New York
$346K +$7.5K +72 +2%
UF
1262
Univest Financial
Pennsylvania
$346K -$137K -1,319 -29%
PIA
1263
Perennial Investment Advisors
California
$344K +$208 +2 +0.1%
BC
1264
Bridgefront Capital
Texas
$343K +$6.04K +58 +2%
MHIC
1265
Marble Harbor Investment Counsel
Massachusetts
$343K -$10.4K -100 -3%
AWA
1266
Alaska Wealth Advisors
Alaska
$343K
CC
1267
Courier Capital
New York
$343K
OIA
1268
Optimum Investment Advisors
Illinois
$343K
AIM
1269
Anchor Investment Management
South Carolina
$342K
HCM
1270
Hollencrest Capital Management
California
$342K +$1.25K +12 +0.4%
GEA
1271
Glen Eagle Advisors
New Jersey
$341K -$17.9K -172 -5%
BCM
1272
BTC Capital Management
Iowa
$341K
WW
1273
Westshore Wealth
California
$340K
BWL
1274
Bogart Wealth LLC
Virginia
$340K +$10.9K +105 +3%
IWA
1275
IBEX Wealth Advisors
New Jersey
$339K +$329K +3,164 New

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.