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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
LA
1301
LexAurum Advisors
Kansas
$321K -$150K -1,440 -32%
LCS
1302
Levin Capital Strategies
New York
$320K
RWMG
1303
Redwood Wealth Management Group
New Jersey
$314K
SPWM
1304
Schrum Private Wealth Management
Florida
$312K -$29.5K -283 -9%
MIS
1305
Morningstar Investment Services
Illinois
$312K +$300K +2,884 New
WF
1306
WoodTrust Financial
Wisconsin
$311K
ACA
1307
Affinity Capital Advisors
California
$311K
EGA
1308
Eagle Global Advisors
Texas
$311K
SCM
1309
Sterneck Capital Management
Missouri
$311K
CA
1310
Corrado Advisors
New Jersey
$310K +$301K +2,889 New
VP
1311
Verum Partners
North Carolina
$309K +$64.8K +622 +27%
PP
1312
Pegasus Partners
Wisconsin
$309K +$300K +2,883 New
FMII
1313
Farmers & Merchants Investments Inc
Nebraska
$308K +$99.1K +952 +49%
RIM
1314
Redwood Investment Management
Arizona
$308K +$299K +2,872 New
FVWA
1315
Foster Victor Wealth Advisors
South Carolina
$306K +$104 +1 +0%
VC
1316
Veracity Capital
Georgia
$306K +$61.7K +593 +26%
FAM
1317
Family Asset Management
South Carolina
$305K
CWM
1318
Chemistry Wealth Management
New York
$305K +$296K +2,845 New
KWA
1319
Kellett Wealth Advisors
Ohio
$304K +$296K +2,841 New
SAA
1320
Southeast Asset Advisors
Georgia
$303K +$39K +375 +15%
WPP
1321
Whalerock Point Partners
Rhode Island
$303K
AC
1322
Allstate Corporation
Illinois
$302K
PCA
1323
Pallas Capital Advisors
Massachusetts
$302K -$64.2K -617 -16%
AIS
1324
AM Investment Strategies
Tennessee
$302K +$208 +2 +0.1%
NHC
1325
Nicholas Hoffman & Company
Georgia
$301K

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.