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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
TJHA
1651
Thomas J. Herzfeld Advisors
Florida
$5.14K
TAM
1652
Tucker Asset Management
Colorado
$5.14K +$3.12K +30 +167%
HFS
1653
HBC Financial Services
Washington
$5K
SR
1654
Syntax Research
Florida
$4.52K +$4.37K +42 New
RDIA
1655
RE Dickinson Investment Advisors
Iowa
$4K
AW
1656
Avion Wealth
Texas
$4K +$1.25K +12 +33%
SFG
1657
Steward Financial Group
Texas
$4K +$4.37K +42 New
PS
1658
PayPay Securities
Japan
$3.13K -$104 -1 -4%
AWM
1659
Activest Wealth Management
Florida
$2.97K -$11.9K -114 -80%
ETC
1660
Exchange Traded Concepts
Oklahoma
$2.89K +$1.04K +10 +59%
CPG
1661
Cornerstone Planning Group
New Jersey
$2.46K +$417 +4 +21%
CB
1662
CNB Bank
Pennsylvania
$2.46K +$2.4K +23 New
NMG
1663
New Millennium Group
Utah
$1.71K
SFA
1664
Semmax Financial Advisors
North Carolina
$1.28K +$1.35K +13 New
AWM
1665
Abound Wealth Management
Tennessee
$1.2K
FMP
1666
Financial Management Professionals
Texas
$1K +$1.04K +10 New
HWM
1667
HighMark Wealth Management
Minnesota
$857
LWANC
1668
Laurel Wealth Advisors (North Carolina)
North Carolina
$750 +$729 +7 New
AWA
1669
Authentikos Wealth Advisory
California
$643 +$625 +6 New
ECM
1670
Everence Capital Management
Indiana
$463 +$450K +4,320 New
Millennium Management
1671
Millennium Management
New York
-$178M -1,707,619 Closed
HF
1672
HRT Financial
New York
-$146M -1,401,378 Closed
Balyasny Asset Management
1673
Balyasny Asset Management
Illinois
-$48.5M -521,273 Closed
TC
1674
TwinBeech Capital
New York
-$34.6M -371,652 Closed
SCM
1675
Segantii Capital Management
Hong Kong
-$31.2M -335,100 Closed

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.