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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
WAM
1601
WFA Asset Management
Wisconsin
$30.6K +$208 +2 +0.7%
JWM
1602
Janiczek Wealth Management
Colorado
$30.5K
SL
1603
Salomon & Ludwin
Virginia
$30K +$29.2K +280 New
CWAF
1604
Core Wealth Advisors (Florida)
Florida
$28.4K
FAM
1605
Flaharty Asset Management
Florida
$27.7K +$27K +259 New
C
1606
Covestor
United Kingdom
$27K -$2.6K -25 -9%
HF
1607
Halpern Financial
Virginia
$27K +$20.1K +193 +327%
CAM
1608
Chesapeake Asset Management
New York
$26.8K
FMTCOCP
1609
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$26K
TFM
1610
TFC Financial Management
Massachusetts
$25.2K +$6.25K +60 +34%
CYG
1611
Clean Yield Group
Vermont
$25.1K
WOSD
1612
WFA of San Diego
California
$24.2K +$208 +2 +0.9%
KFS
1613
Kelly Financial Services
Massachusetts
$24.1K -$6.04K -58 -20%
NRG
1614
Nemes Rush Group
Michigan
$23.9K
CWM
1615
CarsonAllaria Wealth Management
Illinois
$23.7K +$104 +1 +0.5%
TCM
1616
TD Capital Management
Tennessee
$22.9K
TC
1617
Trust Company
Kansas
$22.5K
WTA
1618
Washington Trust Advisors
Massachusetts
$22.4K +$21.8K +209 New
MAWCM
1619
Mine & Arao Wealth Creation & Management
California
$22.2K
DMKJ
1620
David M. Knott Jr
$22K
GKIM
1621
GW&K Investment Management
Massachusetts
$22K +$21.8K +209 New
ANBT
1622
American National Bank & Trust
Texas
$21.4K
BIA
1623
Bell Investment Advisors
California
$21.3K +$1.25K +12 +6%
CAS
1624
Coppell Advisory Solutions
Texas
$20K
WAS
1625
Winch Advisory Services
Wisconsin
$19K -$6.25K -60 -25%

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.