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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
KIG
1326
Kennedy Investment Group
New Jersey
$300K +$2.19K +21 +0.8%
AWM
1327
Avondale Wealth Management
Texas
$300K
RWP
1328
Ridgecrest Wealth Partners
California
$299K -$1.04K -10 -0.4%
RIA
1329
Regal Investment Advisors
Michigan
$298K +$23.3K +224 +9%
EL
1330
EMFO LLC
Florida
$298K
BTWM
1331
Baker Tilly Wealth Management
Wisconsin
$297K -$851K -8,177 -75%
AFP
1332
Alpha Financial Partners
Kentucky
$296K -$6.66K -64 -2%
LJAC
1333
L.J. Altfest & Co
New York
$296K -$23.2K -223 -7%
ET
1334
Equitable Trust
Tennessee
$296K
BF
1335
Brogan Financial
Tennessee
$294K
OAM
1336
Ostrum Asset Management
France
$294K -$1.98K -19 -0.7%
D.E. Shaw & Co
1337
D.E. Shaw & Co
New York
$294K +$286K +2,742 New
EWM
1338
Executive Wealth Management
Michigan
$293K +$1.67K +16 +0.6%
SWA
1339
SOA Wealth Advisors
New York
$293K -$55K -528 -16%
BFO
1340
Boston Family Office
Massachusetts
$293K +$36.4K +350 +15%
RCM
1341
RB Capital Management
Nevada
$293K +$5K +48 +2%
VWM
1342
Venturi Wealth Management
Texas
$291K +$2.08K +20 +0.7%
CFG
1343
Citizens Financial Group
Rhode Island
$290K +$282K +2,708 New
TL
1344
Tradewinds LLC
North Carolina
$290K
CIC
1345
Carnegie Investment Counsel
Ohio
$288K -$34.4K -330 -11%
FCB
1346
First County Bank
Connecticut
$287K +$2.6K +25 +0.9%
JFGIW
1347
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$286K +$40.2K +386 +17%
CAAS
1348
Capital Asset Advisory Services
Michigan
$283K +$20.6K +198 +8%
CCA
1349
Clearwater Capital Advisors
Illinois
$283K -$45K -432 -14%
SFM
1350
Signet Financial Management
New Jersey
$283K +$625 +6 +0.2%

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.