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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.65B +$1.5B +14,396,655 +30%
BlackRock
2
BlackRock
New York
$4.92B +$1.1B +10,520,701 +30%
Capital World Investors
3
Capital World Investors
California
$3.47B +$6.47M +62,168 +0.2%
State Street
4
State Street
Massachusetts
$2.93B +$1.35B +12,948,250 +90%
Morgan Stanley
5
Morgan Stanley
New York
$2.55B -$43.6M -418,692 -2%
Capital International Investors
6
Capital International Investors
California
$2.14B -$133M -1,277,376 -6%
Charles Schwab
7
Charles Schwab
California
$1.59B +$182M +1,744,652 +13%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.45B +$581M +5,576,064 +70%
Edgewood Management
9
Edgewood Management
Connecticut
$1.38B -$204M -1,955,017 -13%
JP Morgan Chase
10
JP Morgan Chase
New York
$1.21B +$96.1M +923,233 +9%
Bank of America
11
Bank of America
North Carolina
$1.17B +$1.03M +9,910 +0.1%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.08B +$7.91M +75,965 +0.8%
Aristotle Capital Management
13
Aristotle Capital Management
California
$985M -$35.8M -343,750 -4%
Northern Trust
14
Northern Trust
Illinois
$737M +$218M +2,098,150 +44%
Norges Bank
15
Norges Bank
Norway
$720M -$96.1M -922,807 -12%
Brown Advisory
16
Brown Advisory
Maryland
$654M +$9.59M +92,112 +2%
CIBC Private Wealth Group
17
CIBC Private Wealth Group
Georgia
$637M -$37.6M -361,278 -6%
Legal & General Group
18
Legal & General Group
United Kingdom
$562M +$11.1M +106,251 +2%
Wells Fargo
19
Wells Fargo
California
$545M -$921K -8,840 -0.2%
UBS Group
20
UBS Group
Switzerland
$529M +$1.16M +11,120 +0.2%
Janus Henderson Group
21
Janus Henderson Group
United Kingdom
$521M -$227M -2,181,272 -31%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$501M +$172M +1,649,486 +55%
Neuberger Berman Group
23
Neuberger Berman Group
New York
$406M -$261K -2,511 -0.1%
Bessemer Group
24
Bessemer Group
New Jersey
$391M +$1.12M +10,789 +0.3%
Wellington Management Group
25
Wellington Management Group
Massachusetts
$390M -$785M -7,536,075 -67%

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.