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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
MCM
1576
MV Capital Management
Maryland
$50.8K +$27.4K +263 +125%
AGWCA
1577
Annis Gardner Whiting Capital Advisors
Florida
$50.4K +$48.9K +470 New
PP
1578
PFS Partners
New Jersey
$49.3K +$104 +1 +0.2%
BBPWM
1579
Blue Bell Private Wealth Management
Pennsylvania
$48K
MAM
1580
Magellan Asset Management
Australia
$47.4K -$5.83K -56 -11%
WPWM
1581
Western Pacific Wealth Management
Illinois
$46.9K +$23.7K +228 +109%
HFM
1582
Hartford Financial Management
Connecticut
$46.5K +$19.8K +190 +78%
TIM
1583
Tortoise Investment Management
New York
$45.4K
PP
1584
Paloma Partners
Connecticut
$44.2K +$43K +413 New
CBT
1585
Central Bank & Trust
Kentucky
$43.1K -$9.79K -94 -19%
RWM
1586
Ruedi Wealth Management
Illinois
$40.2K
HFS
1587
Hantz Financial Services
Michigan
$40K -$1.67K -16 -4%
RTC
1588
Riverview Trust Company
Washington
$39.3K
CP
1589
Castleview Partners
Texas
$38.6K
AWM
1590
Ameliora Wealth Management
Switzerland
$37.5K
WWP
1591
WR Wealth Planners
Missouri
$37.4K
AWM
1592
AllSquare Wealth Management
New York
$37.1K
WB
1593
Webster Bank
Connecticut
$37K
PWMG
1594
Provence Wealth Management Group
California
$36.2K +$35.2K +338 New
PPWM
1595
PFG Private Wealth Management
Florida
$34.1K -$69K -663 -68%
SIC
1596
SJS Investment Consulting
Ohio
$33.6K -$729 -7 -2%
DFA
1597
DHJJ Financial Advisors
Illinois
$33.4K +$32.5K +312 New
FC
1598
Family CFO
California
$32.6K +$31.7K +304 New
AF
1599
Arrow Financial
New York
$32.1K -$26.9K -258 -46%
CNBTD
1600
Citizens National Bank Trust Department
Mississippi
$32.1K

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.