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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
BC
1626
Belmont Capital
California
$18.2K
FCAS
1627
First Command Advisory Services
Texas
$16.1K +$15.6K +150 New
ZB
1628
Zions Bancorporation
Utah
$15.4K
GWMI
1629
Guardian Wealth Management (Illinois)
Illinois
$13.3K +$104 +1 +0.8%
BCM
1630
Bourgeon Capital Management
Connecticut
$12.4K
MIA
1631
Milestone Investment Advisors
Wisconsin
$12.2K +$11.8K +113 New
PWMG
1632
Prestige Wealth Management Group
New Jersey
$11.8K +$312 +3 +3%
JGIA
1633
Jackson Grant Investment Advisers
Connecticut
$11.5K +$104 +1 +0.9%
SWM
1634
Sanctuary Wealth Management
Idaho
$11.3K
MA
1635
MCF Advisors
Kentucky
$10.7K -$55.4K -532 -84%
BCPWM
1636
Bradley & Co Private Wealth Management
Florida
$10.7K
CSC
1637
Caldwell Sutter Capital
California
$10.7K
HI
1638
Hoey Investments
Pennsylvania
$10.7K
AP
1639
Atwood & Palmer
Missouri
$10.7K +$10.4K +100 New
TCA
1640
Trifecta Capital Advisors
Illinois
$10.5K +$10.2K +98 New
SFCL
1641
Strengthening Families & Communities LLC
Massachusetts
$9K
AA
1642
Addison Advisors
Vermont
$7.61K +$7.39K +71 New
BWS
1643
Buck Wealth Strategies
Colorado
$7.18K
MWM
1644
Mascoma Wealth Management
New Hampshire
$7.07K
HBW
1645
Hazlett, Burt & Watson
West Virginia
$7K +$1.98K +19 +39%
OP
1646
ORG Partners
Indiana
$6.68K -$137K -1,319 -96%
BAAM
1647
Baker Avenue Asset Management
California
$5.68K -$45.1K -433 -89%
QL
1648
Quarry LP
New York
$5.57K -$49.6K -476 -90%
CQS
1649
Credential Qtrade Securities
$5.36K
IRC
1650
Investors Research Corp
Georgia
$5.36K

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.