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Blackstone
BX

Overview Fund Activity

531 hedge funds and large institutions have $7.72B invested in Blackstone in 2016 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 168 increasing their positions, 189 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
531
Holders Change
+25
Holders Change %
+4.94%
% of All Funds
13.29%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.53%
New
80
Increased
168
Reduced
189
Closed
46
Calls
$755M
Puts
$385M
Net Calls
+$370M
Net Calls Change
+$433M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$110M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$102M
3
WRF
Waddell & Reed Financial
Kansas
+$75.9M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$59.7M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$50M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$90.4M
2
Deutsche Bank
Deutsche Bank
Germany
-$76.2M
3
Swedbank
Swedbank
Sweden
-$58.4M
4
JHIU
Janus Henderson Investors US
Colorado
-$58.2M
5
Citigroup
Citigroup
New York
-$43M
Name Holding Trade Value Shares
Change 		Shares
Change %
ICOA
276
Investment Centers of America
North Dakota
$766K -$201K -7,470 -21%
PCP
277
Proficio Capital Partners
Massachusetts
$750K – – –
CWM
278
Concert Wealth Management
California
$749K -$424K -15,682 -36%
HFS
279
HL Financial Services
Kentucky
$731K -$6.84K -253 -0.9%
SBH
280
Segall Bryant & Hamill
Illinois
$708K – – –
BRWA
281
B. Riley Wealth Advisors
Florida
$702K -$103K -3,803 -13%
BAM
282
Berkshire Asset Management
Pennsylvania
$698K -$4.87K -180 -0.7%
GT
283
Glenmede Trust
Pennsylvania
$680K – – –
UR
284
USCA RIA
Texas
$679K -$345K -12,776 -34%
GPC
285
Glacier Peak Capital
Washington
$678K +$678K +25,100 New
NFC
286
Northeast Financial Consultants
Connecticut
$669K -$24.8K -917 -4%
SAS
287
Stelac Advisory Services
New York
$665K -$941K -34,880 -59%
MWP
288
MYCIO Wealth Partners
Pennsylvania
$660K -$297K -11,000 -31%
MMA
289
Miracle Mile Advisors
California
$642K -$250K -9,257 -28%
NRS
290
Neville Rodie & Shaw
New York
$640K -$104K -3,826 -14%
IP
291
Intellectus Partners
California
$639K +$639K +23,658 New
HIC
292
Holderness Investments Company
North Carolina
$637K +$43.7K +1,616 +7%
SIM
293
Sonora Investment Management
Arizona
$634K -$5.54K -205 -0.9%
MA
294
MUFG Americas
New York
$634K +$356K +13,151 +128%
PFP
295
Pinnacle Financial Partners
Tennessee
$618K +$618K +22,875 New
PWM
296
Perigon Wealth Management
California
$617K -$310K -10,461 -33%
CG
297
Caprock Group
Idaho
$614K +$197K +7,300 +47%
WIM
298
Westside Investment Management
California
$606K +$606K +20,065 New
PHS
299
Pekin Hardy Strauss
Illinois
$603K -$73.8K -2,731 -11%
BP
300
BBR Partners
New York
$600K +$7.54K +279 +1%
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