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Blackstone
BX

Overview Fund Activity

359 hedge funds and large institutions have $9.79B invested in Blackstone in 2013 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 118 increasing their positions, 114 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
359
Holders Change
+26
Holders Change %
+7.81%
% of All Funds
10.43%
Holding in Top 10
30
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+15.38%
% of All Funds
0.87%
New
57
Increased
118
Reduced
114
Closed
28
Calls
$488M
Puts
$414M
Net Calls
+$74.5M
Net Calls Change
-$14.4M

Top Buyers

1
JHIU
Janus Henderson Investors US
Colorado
$810M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.07B
3
EVM
Eaton Vance Management
Massachusetts
$117M
4
AII
AGF Investments Inc
Ontario, Canada
$127M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$63.9M

Top Sellers

1
IG
ING Group
Netherlands
$467M
2
Morgan Stanley
Morgan Stanley
New York
$1.1B
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$16.4M
4
EIP
Epoch Investment Partners
New York
$123M
5
Goldman Sachs
Goldman Sachs
New York
$85.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
KeyBank National Association
226
KeyBank National Association
Ohio
$680K – – –
PM
227
Penbrook Management
New York
$680K +$680K +22,010 New
Creative Planning
228
Creative Planning
Kansas
$673K +$174K +5,634 +35%
NG
229
NatWest Group
United Kingdom
$670K -$187K -6,030 -22%
CNB
230
City National Bank
California
$658K +$335K +10,818 +104%
WAM
231
Wolverine Asset Management
Illinois
$656K +$656K +21,246 New
BPC
232
Banque Pictet & Cie
Switzerland
$650K +$650K +21,022 New
AWCI
233
Alpine Woods Capital Investors
New York
$630K – – –
APCM
234
Arbiter Partners Capital Management
New York
$630K +$630K +20,380 New
KIA
235
KCM Investment Advisors
California
$621K +$126K +4,065 +25%
BRWA
236
B. Riley Wealth Advisors
Florida
$594K +$130K +4,217 +28%
Fifth Third Bancorp
237
Fifth Third Bancorp
Ohio
$592K – – –
AL
238
Airain Ltd
Guernsey
$590K +$590K +19,077 New
RA
239
Rational Advisors
New York
$589K -$3.26M -105,385 -85%
UR
240
USCA RIA
Texas
$589K +$3.16K +102 +0.5%
RGI
241
River Global Investors
United Kingdom
$588K – – –
ANRIA
242
American National Registered Investment Advisor
Texas
$576K +$37.8K +1,223 +7%
BAM
243
Berkshire Asset Management
Pennsylvania
$554K -$31.5K -1,019 -5%
V
244
Veritable
Delaware
$551K +$61.4K +1,984 +13%
BAM
245
Brave Asset Management
New Jersey
$551K +$551K +17,833 New
MAA
246
Mraz Amerine & Associates
California
$545K -$47.2K -1,528 -8%
DD
247
Dominick & Dominick
New York
$536K +$229K +7,399 +74%
SCM
248
Southport Capital Management
Tennessee
$521K – – –
MNBTD
249
Moody National Bank Trust Division
Texas
$491K +$37.7K +1,222 +8%
PHS
250
Pekin Hardy Strauss
Illinois
$490K -$63K -2,038 -11%
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