Blackstone
1,565 hedge funds and large institutions have $40.5B invested in Blackstone in 2023 Q1 according to their latest regulatory filings, with 157 funds opening new positions, 642 increasing their positions, 549 reducing their positions, and 119 closing their positions.
32% more first-time investments, than exits
New positions opened: 157 | Existing positions closed: 119
22% more capital invested
Capital invested by funds: $33.1B → $40.5B (+$7.38B)
19% more funds holding in top 10
Funds holding in top 10: 52 → 62 (+10)
17% more repeat investments, than reductions
Existing positions increased: 642 | Existing positions reduced: 549
1.26% more ownership
Funds ownership: 63.99% → 65.25% (+1.3%)
0% more funds holding
Funds holding: 1,560 → 1,565 (+5)
25% less call options, than puts
Call options by funds: $1.27B | Put options by funds: $1.68B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$904M |
| 2 |
Edgewood Management
Greenwich,
Connecticut
|
+$341M |
| 3 |
JP Morgan Chase
New York
|
+$215M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$157M |
| 5 |
BlackRock
New York
|
+$131M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$273M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$191M |
| 3 |
Renaissance Technologies
New York
|
-$122M |
| 4 |
Janus Henderson Group
London,
|
-$111M |
| 5 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$67.1M |
BX Hedge Fund Activity: Q1 2023 in Review
1,565 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Blackstone (BX) for Q1 2023, worth a combined $40.5B — up 22% from $33.1B a quarter earlier.
Buyers outnumbered sellers: 157 funds opened new BX positions and 119 closed out — a net gain of 38 holders — while 642 added to existing stakes and 549 trimmed.
The largest buyer was Charles Schwab, adding an estimated $904M. The largest seller was Wellington Management Group, cutting an estimated $273M.
- 1,565 institutional investors held Blackstone (BX) as of Q1 2023, up from 1,560 in Q4 2022.
- Funds reported $40.5B of Blackstone stock for Q1 2023, up 22% quarter-over-quarter.
- 157 funds opened new Blackstone positions in Q1 2023 and 119 closed out, a net change of +38 holders.
- The largest Blackstone buyer in Q1 2023 was Charles Schwab, an estimated $904M added.
- The largest Blackstone seller in Q1 2023 was Wellington Management Group, an estimated $273M sold.
Based on aggregated 13F filings for Q1 2023.