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Blackstone

1,809 hedge funds and large institutions have $69B invested in Blackstone in 2023 Q4 according to their latest regulatory filings, with 251 funds opening new positions, 618 increasing their positions, 713 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

199% more first-time investments, than exits

New positions opened: 251 | Existing positions closed: 84

29% more capital invested

Capital invested by funds: $53.5B → $69B (+$15.5B)

17% more funds holding in top 10

Funds holding in top 10: 7588 (+13)

8% more funds holding

Funds holding: 1,6681,809 (+141)

3.92% more ownership

Funds ownership: 70.31%74.23% (+3.9%)

13% less repeat investments, than reductions

Existing positions increased: 618 | Existing positions reduced: 713

14% less call options, than puts

Call options by funds: $2.12B | Put options by funds: $2.46B

Holders
1,809
Holders Change
+141
Holders Change %
+8.45%
% of All Funds
26.37%
Holding in Top 10
88
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+17.33%
% of All Funds
1.28%
New
251
Increased
618
Reduced
713
Closed
84
Calls
$2.12B
Puts
$2.46B
Net Calls
-$337M
Net Calls Change
-$304M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$8.24B +$95.3M +880,745 +1%
Morgan Stanley
2
Morgan Stanley
New York
$6.49B +$2.78B +25,738,813 +108%
BlackRock
3
BlackRock
New York
$6.02B +$7.69M +71,112 +0.2%
Capital World Investors
4
Capital World Investors
California
$4.42B +$148M +1,367,581 +4%
State Street
5
State Street
Massachusetts
$3.69B +$88.8M +820,416 +3%
Capital International Investors
6
Capital International Investors
California
$2.55B -$47.3M -436,933 -2%
Charles Schwab
7
Charles Schwab
California
$1.94B +$3.02M +27,955 +0.2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.82B +$39.2M +361,897 +3%
JP Morgan Chase
9
JP Morgan Chase
New York
$1.73B +$206M +1,906,557 +17%
Edgewood Management
10
Edgewood Management
Connecticut
$1.66B -$16.7M -154,633 -1%
Bank of America
11
Bank of America
North Carolina
$1.4B -$20.1M -185,933 -2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.28B -$29M -267,602 -3%
Aristotle Capital Management
13
Aristotle Capital Management
California
$1.13B -$58.9M -544,852 -6%
Northern Trust
14
Northern Trust
Illinois
$852M -$39.9M -368,867 -5%
Brown Advisory
15
Brown Advisory
Maryland
$842M +$34.9M +322,860 +5%
CIBC Private Wealth Group
16
CIBC Private Wealth Group
Georgia
$727M -$42.2M -390,086 -7%
Norges Bank
17
Norges Bank
Norway
$709M -$141M -1,301,870 -19%
Legal & General Group
18
Legal & General Group
United Kingdom
$663M -$20M -184,580 -4%
Wells Fargo
19
Wells Fargo
California
$658M -$6.78M -62,697 -1%
UBS Group
20
UBS Group
Switzerland
$656M +$7.74M +71,553 +1%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$621M +$6.96M +64,355 +1%
Janus Henderson Group
22
Janus Henderson Group
United Kingdom
$609M -$23M -212,379 -4%
Neuberger Berman Group
23
Neuberger Berman Group
New York
$490M -$5.52M -51,016 -1%
Goldman Sachs
24
Goldman Sachs
New York
$477M +$43.7M +403,998 +12%
Bessemer Group
25
Bessemer Group
New Jersey
$477M -$1.32M -12,208 -0.3%

BX Hedge Fund Activity: Q4 2023 in Review

1,809 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Blackstone (BX) for Q4 2023, worth a combined $69B — up 29% from $53.5B a quarter earlier.

Buyers outnumbered sellers: 251 funds opened new BX positions and 84 closed out — a net gain of 167 holders — while 618 added to existing stakes and 713 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.78B. The largest seller was Wellington Management Group, cutting an estimated $263M.

  • 1,809 institutional investors held Blackstone (BX) as of Q4 2023, up from 1,668 in Q3 2023.
  • Funds reported $69B of Blackstone stock for Q4 2023, up 29% quarter-over-quarter.
  • 251 funds opened new Blackstone positions in Q4 2023 and 84 closed out, a net change of +167 holders.
  • The largest Blackstone buyer in Q4 2023 was Morgan Stanley, an estimated $2.78B added.
  • The largest Blackstone seller in Q4 2023 was Wellington Management Group, an estimated $263M sold.

Based on aggregated 13F filings for Q4 2023.