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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
BA
1401
Bristlecone Advisors
Washington
$247K
BWM
1402
Baystate Wealth Management
Massachusetts
$247K -$121K -1,165 -34%
T
1403
TRUADVICE
Florida
$247K
LCM
1404
Laurion Capital Management
New York
$246K +$240K +2,300 New
VCP
1405
Vista Capital Partners
Oregon
$244K
VAS
1406
Vestmark Advisory Solutions
Massachusetts
$242K -$280K -2,687 -54%
LFA
1407
Landmark Financial Advisors
Kentucky
$241K +$235K +2,254 New
CPSC
1408
Carl P. Sherr & Co
Massachusetts
$241K
GWM
1409
GSB Wealth Management
Connecticut
$239K +$1.56K +15 +0.7%
KWS
1410
Keystone Wealth Services
California
$239K
LPT
1411
Legacy Private Trust
Wisconsin
$239K
BFG
1412
Bouchey Financial Group
New York
$238K +$232K +2,224 New
CWM
1413
Concentric Wealth Management
California
$237K
GS
1414
Gagnon Securities
New York
$236K -$15K -144 -6%
BAM
1415
Bosun Asset Management
Illinois
$236K -$111K -1,068 -33%
TCM
1416
Teza Capital Management
Illinois
$234K -$3.34M -32,049 -94%
PP
1417
Patten & Patten
Tennessee
$234K +$227K +2,184 New
IA
1418
IFG Advisory
Georgia
$233K +$227K +2,176 New
GWS
1419
Glassman Wealth Services
Virginia
$232K +$85.8K +824 +61%
AWM
1420
Aprio Wealth Management
Georgia
$232K +$226K +2,168 New
SAF
1421
Smith Anglin Financial
Texas
$232K +$1.56K +15 +0.7%
MIM
1422
Morningstar Investment Management
Illinois
$232K
RA
1423
Rise Advisors
New York
$231K +$44.7K +429 +25%
TAM
1424
Titleist Asset Management
Texas
$231K -$4.48K -43 -2%
MSFS
1425
Main Street Financial Solutions
Pennsylvania
$231K -$30K -288 -12%

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.