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Blackstone
BX

Overview Fund Activity

423 hedge funds and large institutions have $10.4B invested in Blackstone in 2014 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 164 increasing their positions, 124 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
423
Holders Change
+15
Holders Change %
+3.68%
% of All Funds
12.17%
Holding in Top 10
21
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-22.22%
% of All Funds
0.6%
New
62
Increased
164
Reduced
124
Closed
44
Calls
$371M
Puts
$588M
Net Calls
-$217M
Net Calls Change
-$11.8M

Top Buyers

1
IIS
Ignis Investment Services
United Kingdom
$324M
2
CS
Credit Suisse
Switzerland
$274M
3
Citigroup
Citigroup
New York
$388M
4
Neuberger Berman Group
Neuberger Berman Group
New York
$114M
5
CI Investments Inc
CI Investments Inc
Ontario, Canada
$157M

Top Sellers

1
WRF
Waddell & Reed Financial
Kansas
$133M
2
Morgan Stanley
Morgan Stanley
New York
$938M
3
Deutsche Bank
Deutsche Bank
Germany
$175M
4
EIP
Epoch Investment Partners
New York
$228K
5
Ameriprise
Ameriprise
Minnesota
$301M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAAS
226
First Allied Advisory Services
California
$1.34M +$290K +8,831 +28%
CIBC Asset Management
227
CIBC Asset Management
Ontario, Canada
$1.33M +$716K +21,817 +117%
MFS
228
MSI Financial Services
Massachusetts
$1.28M -$1.32M -40,196 -51%
HPBT
229
High Point Bank & Trust
North Carolina
$1.25M – – –
GF
230
Gerry Farber
New York
$1.25M +$1.25M +38,009 New
STC
231
SEI Trust Company
Pennsylvania
$1.23M +$259K +7,892 +27%
OIA
232
Optimum Investment Advisors
Illinois
$1.23M +$242K +7,388 +25%
WRM
233
Westport Resources Management
Connecticut
$1.21M +$32.7K +996 +3%
IAM
234
Integre Asset Management
New York
$1.21M -$138K -4,198 -10%
PTC
235
Private Trust Company
Ohio
$1.21M +$1.18K +36 +0.1%
JPMPWA
236
J.P. Morgan Private Wealth Advisors
California
$1.2M -$20.5K -626 -2%
AL
237
Agran Libbie
California
$1.19M +$269K +8,203 +29%
CCS
238
Crosspoint Capital Strategies
California
$1.18M +$418K +12,412 +55%
WCA
239
Westover Capital Advisors
Delaware
$1.17M +$1.17M +35,512 New
JCM
240
Janney Capital Management
Pennsylvania
$1.15M -$234K -7,133 -17%
WPP
241
Whalerock Point Partners
Rhode Island
$1.15M +$41.9K +1,277 +4%
EGA
242
E&G Advisors
Texas
$1.14M +$296K +9,013 +35%
NCCM
243
Nine Chapters Capital Management
New Jersey
$1.09M +$274K +8,355 +34%
NJBEST
244
New Jersey Better Educational Savings Trust
New Jersey
$1.07M +$134K +4,076 +14%
RG
245
Rathbones Group
United Kingdom
$1.05M +$251K +7,643 +31%
DP
246
Dearborn Partners
Illinois
$1.05M +$74.3K +2,264 +8%
MC
247
Moors & Cabot
Massachusetts
$1.03M +$506K +15,418 +97%
SAM
248
Silvercrest Asset Management
New York
$1.01M -$16.7K -509 -2%
SRCM
249
Swift Run Capital Management
Virginia
$1M +$602K +18,342 +150%
CIBC Private Wealth Group
250
CIBC Private Wealth Group
Georgia
$986K +$93.6K +2,854 +10%
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