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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
FHA
1501
First Horizon Advisors
Tennessee
$176K +$60.5K +581 +55%
MA
1502
Montag & Associates
Georgia
$172K
KSWA
1503
Kathleen S. Wright Associates
Pennsylvania
$171K
GIA
1504
GHP Investment Advisors
Colorado
$170K
MPWT
1505
MassMutual Private Wealth & Trust
Connecticut
$168K +$49K +471 +43%
JWA
1506
JFS Wealth Advisors
Pennsylvania
$164K -$208 -2 -0.1%
CB
1507
Centennial Bank
Arkansas
$161K +$157K +1,506 New
TF
1508
Tompkins Financial
New York
$161K
GBT
1509
Grove Bank & Trust
Florida
$157K
CWC
1510
Carolinas Wealth Consulting
North Carolina
$156K +$35K +336 +25%
EBA
1511
Eagle Bay Advisors
New York
$153K +$1.56K +15 +1%
FPFS
1512
First Personal Financial Services
North Carolina
$150K
HRC
1513
Hoertkorn Richard Charles
$150K
RAM
1514
Riggs Asset Management
Pennsylvania
$145K
CFD
1515
Creative Financial Designs
Indiana
$144K -$6.04K -58 -4%
HWA
1516
HHM Wealth Advisors
Tennessee
$140K
RDFA
1517
Ritter Daniher Financial Advisory
Ohio
$139K +$937 +9 +0.7%
SCA
1518
Stonebridge Capital Advisors
Minnesota
$138K -$312 -3 -0.2%
DAM
1519
Delta Asset Management
Tennessee
$137K
CAL
1520
Capital Analysts LLC
Pennsylvania
$134K +$1.56K +15 +1%
AIM
1521
Acropolis Investment Management
Missouri
$125K -$312 -3 -0.3%
CFFP
1522
Center for Financial Planning
Michigan
$123K
GFPC
1523
Global Financial Private Client
Florida
$122K
QCG
1524
Quadrant Capital Group
Ohio
$119K +$61.5K +591 +114%
HGERS
1525
Householder Group Estate & Retirement Specialist
Arizona
$118K +$115K +1,102 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.