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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
EWM
1351
Evermay Wealth Management
Virginia
$282K +$5.21K +50 +2%
DFG
1352
Delta Financial Group
New Jersey
$282K -$19.2K -184 -7%
GWM
1353
Gray Wealth Management
Maine
$281K +$41.8K +401 +18%
FMWA
1354
Forvis Mazars Wealth Advisors
Missouri
$281K -$119K -1,138 -30%
JDR
1355
Jay D. Rosenbaum
$281K
EP
1356
Edgestream Partners
New Jersey
$280K +$272K +2,615 New
MC
1357
Maverick Capital
Texas
$279K +$271K +2,601 New
AFS
1358
Aft Forsyth & Sober
Florida
$279K
CPA
1359
Capital Performance Advisors
California
$279K
GM
1360
Granger Management
New York
$279K
IIA
1361
IPG Investment Advisors
California
$277K -$7.91K -76 -3%
PI
1362
Putnam Investments
Massachusetts
$277K -$20.6K -198 -7%
LB
1363
Legacy Bridge
Iowa
$276K -$20.8K -200 -7%
SFO
1364
Stokes Family Office
Louisiana
$275K +$25.1K +241 +10%
MWA
1365
MFA Wealth Advisors
Pennsylvania
$274K -$18.7K -180 -7%
SWM
1366
Selective Wealth Management
Virginia
$272K -$52.1K -500 -16%
CFS
1367
CRA Financial Services
New Jersey
$272K +$26.8K +257 +11%
PC
1368
Port Capital
Illinois
$272K +$264K +2,535 New
PCS
1369
Personal CFO Solutions
New Jersey
$268K -$14K -134 -5%
IAG
1370
Investmark Advisory Group
Connecticut
$268K -$23.2K -223 -8%
TWA
1371
Tandem Wealth Advisors
Arizona
$268K -$6.35K -61 -2%
OPPS
1372
Obsidian Personal Planning Solutions
Maryland
$268K
MSA
1373
Marino Stram & Associates
Massachusetts
$267K +$208 +2 +0.1%
RB
1374
Renasant Bank
Mississippi
$266K +$6.98K +67 +3%
LF
1375
Lantz Financial
Illinois
$265K +$5.73K +55 +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.