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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 %
MIAN
326
Mariner Independent Advisor Network
Kansas
$507K +$507K +18,753 New
BKA
327
Brick & Kyle Associates
Pennsylvania
$506K -$6.33K -234 -1%
MAA
328
Mraz Amerine & Associates
California
$496K +$9.75K +361 +2%
ANRIA
329
American National Registered Investment Advisor
Texas
$487K – – –
BA
330
Birinyi Associates
Connecticut
$486K -$537K -19,850 -52%
CC
331
Colrain Capital
Massachusetts
$473K +$473K +17,500 New
RFC
332
Regions Financial Corp
Alabama
$462K -$182K -6,740 -28%
DDPIC
333
Deroy & Devereaux Private Investment Counsel
Michigan
$458K -$17.6K -650 -4%
KA
334
Kovack Advisors
Florida
$451K +$24.4K +903 +6%
CFA
335
Camarda Financial Advisors
Florida
$445K +$55.1K +2,039 +14%
SWP
336
Stratos Wealth Partners
Ohio
$442K +$59.8K +2,212 +16%
AW
337
ACG Wealth
Georgia
$439K -$4.73K -175 -1%
NVIM
338
New Vernon Investment Management
Illinois
$438K – – –
BA
339
BlackRock Advisors
Delaware
$437K -$9.72K -360 -2%
GA
340
Greytown Advisors
Florida
$430K +$430K +15,921 New
GEM
341
Global Endowment Management
North Carolina
$422K -$8.18M -302,500 -95%
LFAS
342
Level Four Advisory Services
Texas
$417K +$417K +15,417 New
SCM
343
Sterling Capital Management
North Carolina
$416K +$154K +5,700 +59%
MNBTD
344
Moody National Bank Trust Division
Texas
$413K – – –
CG
345
Cutler Group
California
$413K +$112K +4,144 +37%
APP
346
Avantax Planning Partners
Iowa
$411K +$411K +15,208 New
FNBT
347
FineMark National Bank & Trust
Florida
$409K -$8.79K -325 -2%
FHC
348
First Heartland Consultants
Missouri
$406K -$41.6K -1,540 -9%
BAAM
349
Baker Avenue Asset Management
California
$405K – – –
CP
350
Camelot Portfolios
Ohio
$400K +$10.4K +384 +3%
12 13
14
15 16