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

Top Sellers

1
IG
1
ING Group
Netherlands
$467M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.1B
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$16.4M
4
EIP
4
Epoch Investment Partners
New York
$123M
5
Goldman Sachs
5
Goldman Sachs
New York
$85.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
GJCM
301
Grand Jean Capital Management
California
$235K +$235K +7,592 New
HCM
302
Hollencrest Capital Management
California
$233K +$233K +7,532 New
MHC
303
Meyer Handelman Company
New York
$224K +$224K +7,235 New
RJT
304
Raymond James Trust
Florida
$224K +$224K +7,250 New
AT
305
Arden Trust
Delaware
$220K +$220K +7,099 New
IPC
306
Independent Portfolio Consultants
Florida
$219K +$219K +7,072 New
BWP
307
Baldwin Wealth Partners
Massachusetts
$217K +$217K +7,031 New
TYCC
308
Texas Yale Capital Corp
Florida
$213K +$213K +6,904 New
WT
309
Whittier Trust
California
$212K +$212K +6,859 New
CIBC Asset Management
310
CIBC Asset Management
Ontario, Canada
$204K +$204K +6,600 New
US Bancorp
311
US Bancorp
Minnesota
$203K +$24.5K +794 +14%
PCM
312
Prelude Capital Management
New York
$195K -$1.49M -48,299 -88%
WEC
313
Winslow Evans & Crocker
Massachusetts
$186K +$186K +6,016 New
BKBG
314
BHF Kleinwort Benson Group
Belgium
$169K – – –
DADC
315
D.A. Davidson & Co
Montana
$169K +$46.3K +1,498 +38%
CFA
316
Carroll Financial Associates
North Carolina
$141K +$3.14K +102 +2%
MA
317
MUFG Americas
New York
$141K +$59.7K +1,936 +73%
CGT
318
Capital Guardian Trust
California
$97K – – –
GCM
319
Grisanti Capital Management
New York
$87K – – –
GAM
320
Guinness Asset Management
United Kingdom
$83K +$18.9K +611 +29%
FMT
321
First Mercantile Trust
Tennessee
$78K -$1.61K -52 -2%
QAM
322
QCI Asset Management
New York
$72K – – –
PAS
323
Partnervest Advisory Services
California
$65K -$98.1K -3,153 -60%
USGIU
324
U.S. Global Investors (USGI)
Texas
$63K – – –
UGIF
325
US Global Investors Funds
Maine
$63K +$63K +2,038 New
11 12
13
14 15