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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
RZH
1376
Relyea Zuckerberg Hanson
Connecticut
$264K +$17.2K +165 +7%
OCM
1377
One Capital Management
California
$264K -$38.3K -368 -13%
TFA
1378
Teamwork Financial Advisors
Texas
$263K +$16.1K +155 +7%
CWS
1379
Confluence Wealth Services
Pennsylvania
$262K +$1.87K +18 +0.7%
CWP
1380
CFM Wealth Partners
Texas
$262K
BBA
1381
Braun-Bostich & Associates
Pennsylvania
$262K +$255K +2,445 New
YIA
1382
YHB Investment Advisors
Connecticut
$261K -$1.56K -15 -0.6%
MAA
1383
Mraz Amerine & Associates
California
$261K -$135K -1,300 -35%
RC
1384
Reik & Co
New York
$260K
LAS
1385
LWM Advisory Services
Florida
$259K
LAS
1386
Lloyd Advisory Services
Georgia
$258K +$251K +2,406 New
NG
1387
Norden Group
Utah
$258K +$251K +2,406 New
QC
1388
QCM Cayman
Texas
$258K +$250K +2,405 New
VCM
1389
Versant Capital Management
Arizona
$258K
BPCE
1390
Bank Pictet & Cie (Europe)
Germany
$257K
DACG
1391
Donor Advised Charitable Giving
California
$257K
SSG
1392
Summit Securities Group
New York
$257K +$208 +2 +0.1%
MMPW
1393
Mitchell McLeod Pugh & Williams
Alabama
$255K +$248K +2,381 New
CAL
1394
Capital Advisors Ltd
Ohio
$254K +$12.5K +120 +5%
JFA
1395
JNBA Financial Advisors
Minnesota
$254K -$1.77K -17 -0.7%
DWT
1396
Dorsey & Whitney Trust
South Dakota
$252K +$245K +2,351 New
GT
1397
Greenleaf Trust
Michigan
$251K +$244K +2,346 New
MWM
1398
Maltin Wealth Management
New Jersey
$251K +$521 +5 +0.2%
MWA
1399
Monograph Wealth Advisors
California
$250K
DMBA
1400
Deseret Mutual Benefit Administrators
Utah
$248K -$21.6K -207 -8%

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.