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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
HA
1276
Hofer & Associates
California
$339K
MA
1277
MKT Advisors
California
$337K
AGP
1278
Autumn Glory Partners
Texas
$337K
HFS
1279
Howard Financial Services
Texas
$335K +$4.27K +41 +1%
VDI
1280
Vaughan David Investments
Illinois
$335K -$20.8K -200 -6%
BJL
1281
Brighton Jones LLC
Washington
$335K +$1.87K +18 +0.6%
CW
1282
Channel Wealth
California
$334K
RRCM
1283
Rappaport Reiches Capital Management
Illinois
$333K
GLA
1284
Great Lakes Advisors
Illinois
$332K +$6.98K +67 +2%
SWS
1285
SYSTM Wealth Solutions
Illinois
$331K -$18K -173 -5%
FFA
1286
Fragasso Financial Advisors
Pennsylvania
$331K +$2.08K +20 +0.7%
GAA
1287
Global Assets Advisory
Florida
$330K +$321K +3,082 New
OWP
1288
Obermeyer Wealth Partners
Colorado
$329K -$2.29K -22 -0.7%
SC
1289
Sepio Capital
Utah
$328K
CCFM
1290
Clear Creek Financial Management
Washington
$327K -$5K -48 -2%
WAAG
1291
Wealth Alliance Advisory Group
Kansas
$326K -$57.1K -548 -15%
HCA
1292
Harbour Capital Advisors
Virginia
$324K
CCWM
1293
Cassaday & Co Wealth Management
Virginia
$323K +$2.81K +27 +0.9%
ISL
1294
Ingalls & Snyder LLC
New York
$323K -$96.5K -927 -23%
SMWM
1295
Silvia McColl Wealth Management
California
$322K -$12K -115 -4%
BIA
1296
Bigelow Investment Advisors
Maine
$322K +$8.23K +79 +3%
HKIMG
1297
Hutchens & Kramer Investment Management Group
Indiana
$321K
RRA
1298
Round Rock Advisors
Connecticut
$321K -$146K -1,400 -32%
AFM
1299
Armstrong Fleming & Moore
District of Columbia
$321K
LCM
1300
Logan Capital Management
Pennsylvania
$321K +$312K +3,000 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.