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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
BIG
1476
Builder Investment Group
Georgia
$210K +$204K +1,961 New
SF
1477
Symphony Financial
Texas
$210K +$204K +1,959 New
WDC
1478
Woodward Diversified Capital
California
$209K +$203K +1,954 New
AMCA
1479
Arthur M. Cohen & Associates
Illinois
$209K +$203K +1,950 New
MCA
1480
Millennium Capital Advisors
Arkansas
$209K +$203K +1,950 New
TIA
1481
Traphagen Investment Advisors
New Jersey
$208K +$202K +1,941 New
RIA
1482
Retirement Investment Advisors
Oklahoma
$208K +$202K +1,938 New
GFS
1483
GYL Financial Synergies
Connecticut
$207K +$201K +1,934 New
PCA
1484
Prosperity Capital Advisors
Ohio
$207K +$201K +1,933 New
TAM
1485
Trillium Asset Management
Massachusetts
$207K +$201K +1,931 New
WAL
1486
W Advisors LLC
Tennessee
$206K +$201K +1,926 New
BFG
1487
Berger Financial Group
Minnesota
$206K -$36.5K -351 -15%
KLCM
1488
KG&L Capital Management
Louisiana
$205K -$99.4K -955 -33%
NC
1489
NinePointTwo Capital
California
$205K +$199K +1,914 New
AC
1490
AlphaCore Capital
California
$204K +$199K +1,907 New
AA
1491
Alta Advisers
United Kingdom
$204K
SRC
1492
Shufro Rose & Co
New York
$204K +$198K +1,900 New
CCA
1493
Childress Capital Advisors
Texas
$203K +$174K +1,674 New
ZIC
1494
ZWJ Investment Counsel
Georgia
$202K +$196K +1,887 New
PPC
1495
Park Place Capital
Alabama
$193K -$1.87K -18 -1%
OC
1496
Oakworth Capital
Alabama
$190K
Legacy Financial Group (Iowa)
1497
Legacy Financial Group (Iowa)
Iowa
$189K +$183K +1,762 New
CSB
1498
City State Bank
Iowa
$187K
VSQM
1499
V-Square Quantitative Management
Illinois
$185K +$180K +1,730 New
HB
1500
Horizon Bancorp
Indiana
$178K +$148K +1,423 +598%

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.