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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
LTI
1526
Laffer Tengler Investments
Tennessee
$118K +$115K +1,100 New
YDMI
1527
Y.D. More Investments
Israel
$116K -$13.4K -129 -11%
BC
1528
Barrett & Company
Rhode Island
$115K +$104 +1 +0.1%
Loomis, Sayles & Company
1529
Loomis, Sayles & Company
Massachusetts
$114K +$21.5K +206 +24%
CHC
1530
City Holding Co
West Virginia
$108K
AWM
1531
Atticus Wealth Management
Florida
$107K
ICM
1532
Islay Capital Management
Texas
$107K
SC
1533
Stephens Consulting
Michigan
$107K
QPBE
1534
Quintet Private Bank (Europe)
Luxembourg
$107K +$104K +1,000 New
ADL
1535
Asset Dedication LLC
California
$103K
ME
1536
McIlrath & Eck
Washington
$98.1K -$15.6K -150 -14%
GTAM
1537
Global Trust Asset Management
Florida
$96.4K -$10.4K -100 -10%
WPA
1538
West Paces Advisors
Georgia
$96.4K
VC
1539
Vestor Capital
Illinois
$96K
BTI
1540
Blue Trust Inc
Georgia
$95K +$14.2K +136 +15%
PG
1541
Proffitt & Goodson
Tennessee
$94.9K
FDCC
1542
Foster Dykema Cabot & Co
Massachusetts
$92K
IBOK
1543
Independence Bank of Kentucky
Kentucky
$90.5K
CA
1544
Centerpoint Advisors
Massachusetts
$89K
POIA
1545
Pin Oak Investment Advisors
Texas
$86K
LS
1546
Livforsakringsbolaget Skandia
Sweden
$85.7K
FFC
1547
First Financial Corp
Indiana
$83.8K
PWA
1548
Provenance Wealth Advisors
Florida
$81.9K +$79.6K +764 New
BONH
1549
Bank of New Hampshire
New Hampshire
$81.4K
CHA
1550
Carmichael Hill & Associates
Maryland
$75.4K

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.