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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 %
MHC
326
Meyer Handelman Company
New York
$351K +$114K +3,465 +48%
BKBG
327
BHF Kleinwort Benson Group
Belgium
$349K – – –
BIM
328
Baldwin Investment Management
Pennsylvania
$346K – – –
EFS
329
Essex Financial Services
Connecticut
$345K +$56.9K +1,735 +20%
RJT
330
Raymond James Trust
Florida
$336K +$87.2K +2,657 +35%
NSAM
331
North Star Asset Management
Wisconsin
$334K – – –
KT
332
Kanaly Trust
Texas
$334K – – –
KJHP
333
K.J. Harrison & Partners
Ontario, Canada
$334K – – –
FANJ
334
Financial Architects (New Jersey)
New Jersey
$324K +$6.72K +205 +2%
LBC
335
Lowe Brockenbrough & Co
Virginia
$320K – – –
BP
336
Banyan Partners
Florida
$308K -$105K -3,210 -25%
CCM
337
Chickasaw Capital Management
Tennessee
$301K – – –
HH
338
HWG Holdings
Texas
$300K +$1.8K +55 +0.6%
AT
339
Arden Trust
Delaware
$296K +$38.4K +1,173 +15%
GLRA
340
Gerald L. Ray & Associates
Texas
$293K – – –
GGPS
341
Gary Goldberg Planning Services
New York
$288K – – –
BAM
342
Burnham Asset Management
New York
$284K – – –
ACM
343
Apex Capital Management
Ohio
$276K -$15K -458 -5%
JIC
344
Joel Isaacson & Co
New York
$272K -$8.29K -253 -3%
WHI
345
William Harris Investors
Illinois
$271K – – –
CPS
346
Counsel Portfolio Services
Ontario, Canada
$268K -$101K -3,057 -27%
LWM
347
LBA Wealth Management
Florida
$268K -$48.5K -1,478 -15%
NFG
348
Next Financial Group
Texas
$266K +$266K +8,226 New
LW
349
Linscomb Wealth
Texas
$265K +$5.95K +181 +2%
GIA
350
GHP Investment Advisors
Colorado
$262K +$394 +12 +0.2%
12 13
14
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