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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
Rafferty Asset Management
151
Rafferty Asset Management
New York
$25.5M +$24.8M +238,149 New
PFS
152
Prospera Financial Services
Texas
$25.5M -$273K -2,619 -1%
TD Asset Management
153
TD Asset Management
Ontario, Canada
$25M +$13M +125,097 +116%
Comerica Bank
154
Comerica Bank
Texas
$24.6M +$23.9M +229,481 New
SO
155
STRS Ohio
Ohio
$24M -$221K -2,118 -0.9%
NIM
156
Northeast Investment Management
Massachusetts
$23.8M +$166K +1,596 +0.7%
PAG
157
Private Advisor Group
New Jersey
$23.6M -$1.28M -12,309 -5%
MWM
158
Moran Wealth Management
Florida
$23.6M -$576K -5,529 -2%
DnB Asset Management
159
DnB Asset Management
Norway
$23.2M +$1.92M +18,478 +9%
DWM
160
Destination Wealth Management
California
$22.8M -$247K -2,376 -1%
Baird Financial Group
161
Baird Financial Group
Wisconsin
$22.5M -$3.49M -33,516 -14%
BG
162
Bahl & Gaynor
Ohio
$22.3M -$23.4K -225 -0.1%
Creative Planning
163
Creative Planning
Kansas
$22.1M +$469K +4,505 +2%
MIM
164
MetLife Investment Management
New Jersey
$22M +$16.9M +161,927 +373%
RIL
165
Rothschild Investment LLC
Illinois
$21.9M +$129K +1,243 +0.6%
Lido Advisors
166
Lido Advisors
California
$21.7M +$764K +7,337 +4%
LIM
167
Leavell Investment Management
Alabama
$21.6M +$103K +993 +0.5%
1832 Asset Management
168
1832 Asset Management
Ontario, Canada
$21.5M -$3.05M -29,311 -13%
DADC
169
D.A. Davidson & Co
Montana
$21.5M -$680K -6,531 -3%
FNF
170
Fidelity National Financial
Florida
$21.4M
ASRS
171
Arizona State Retirement System
Arizona
$21.4M -$214K -2,054 -1%
SOMRS
172
State of Michigan Retirement System
Michigan
$20.8M +$20.3M +194,600 New
NRS
173
Neville Rodie & Shaw
New York
$20.8M -$71.5K -687 -0.4%
CAN
174
Cetera Advisor Networks
California
$20.7M +$7.35M +70,588 +57%
GF
175
Gabelli Funds
New York
$20.5M -$251K -2,410 -1%

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.