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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
KOC
1451
Koss-Olinger Consulting
Florida
$218K +$212K +2,033 New
WFM
1452
Wolff Financial Management
Michigan
$218K +$212K +2,038 New
MG
1453
Mather Group
Illinois
$218K +$212K +2,033 New
MTWM
1454
Masso Torrence Wealth Management
New Jersey
$218K +$211K +2,031 New
LAM
1455
L2 Asset Management
Massachusetts
$217K +$45.9K +441 New
TCOV
1456
Trust Company of Vermont
Vermont
$217K +$195K +1,875 +1,250%
FWM
1457
Forefront Wealth Management
Pennsylvania
$216K +$210K +2,013 New
ATFA
1458
All Terrain Financial Advisors
Minnesota
$216K +$210K +2,013 New
PPW
1459
PACK Private Wealth
Minnesota
$214K +$208K +2,000 New
LFASL
1460
Lugano Financial Advisors SA (LFA)
Switzerland
$214K -$208K -2,000 -50%
SC
1461
Searle & Co
Connecticut
$214K
MAM
1462
Madison Asset Management
Wisconsin
$214K +$208K +2,000 New
NFG
1463
Nadler Financial Group
Illinois
$214K +$208K +2,000 New
NA
1464
Navellier & Associates
Nevada
$214K +$208K +2,000 New
PAG
1465
Private Advisory Group
Washington
$214K +$208K +2,000 New
SFG
1466
Sather Financial Group
Texas
$214K +$208K +2,000 New
WRM
1467
Weybosset Research & Management
Rhode Island
$214K +$208K +1,999 New
PTC
1468
Philadelphia Trust Company
Pennsylvania
$214K +$208K +2,000 New
PI
1469
Pettee Investors
Connecticut
$214K +$208K +1,993 New
MYIA
1470
Mount Yale Investment Advisors
Colorado
$213K +$207K +1,989 New
OCM
1471
Objective Capital Management
Ohio
$213K +$206K +1,983 New
CFO
1472
Callan Family Office
Pennsylvania
$211K -$25K -240 -11%
BIP
1473
Blue Investment Partners
California
$211K +$205K +1,967 New
APA
1474
Astoria Portfolio Advisors
New York
$211K
MSA
1475
McAlister Sweet & Associates
Texas
$211K +$205K +1,965 New

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.