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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 %
TH
251
Timber Hill
Connecticut
$935K -$296K -9,038 -24%
NGA
252
Naples Global Advisors
Florida
$930K +$118K +3,607 +15%
FMB
253
Field & Main Bank
Kentucky
$917K +$46K +1,401 +5%
DD
254
Dominick & Dominick
New York
$903K +$34.6K +1,054 +4%
TIC
255
Trees Investment Counsel
Illinois
$897K – – –
PMG
256
ProVise Management Group
Florida
$896K +$130K +3,974 +17%
LA
257
Lau Associates
Delaware
$883K – – –
HCM
258
Highlander Capital Management
New Jersey
$854K -$66.9K -2,038 -7%
CAL
259
Capital Analysts LLC
Pennsylvania
$852K +$12.4K +379 +1%
CB
260
Chemical Bank
Michigan
$847K +$115K +3,506 +16%
Robeco Institutional Asset Management
261
Robeco Institutional Asset Management
Netherlands
$836K -$502K -15,285 -38%
EEG
262
E.E. Geduld
$836K -$334K -10,190 -29%
QT
263
Quantbot Technologies
New York
$785K +$785K +23,923 New
CNB
264
City National Bank
California
$763K +$202K +6,162 +36%
DADC
265
D.A. Davidson & Co
Montana
$736K +$458K +13,964 +165%
PM
266
Penbrook Management
New York
$722K -$722K -22,011 -50%
Creative Planning
267
Creative Planning
Kansas
$716K -$1.01M -30,905 -59%
UR
268
USCA RIA
Texas
$715K -$66.9K -2,038 -9%
GT
269
Glenmede Trust
Pennsylvania
$713K -$42K -1,280 -6%
BRWA
270
B. Riley Wealth Advisors
Florida
$687K +$383K +23,928 +126%
KeyBank National Association
271
KeyBank National Association
Ohio
$675K -$47.7K -1,452 -7%
BCM
272
Beck Capital Management
Texas
$669K -$55.4K -1,689 -8%
APCM
273
Arbiter Partners Capital Management
New York
$669K – – –
CIP
274
Chartwell Investment Partners
Pennsylvania
$669K +$669K +20,380 New
WC
275
Whitney & Co
New York
$649K +$308K +9,375 +90%
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