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Blackstone
BX

Overview Fund Activity

638 hedge funds and large institutions have $13.9B invested in Blackstone in 2019 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 197 increasing their positions, 215 reducing their positions, and 162 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
-93
Holders Change %
-12.72%
% of All Funds
13.88%
Holding in Top 10
40
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+37.93%
% of All Funds
0.87%
New
81
Increased
197
Reduced
215
Closed
162
Calls
$650M
Puts
$664M
Net Calls
-$14.7M
Net Calls Change
-$117M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$526M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$404M
3
UBS Group
UBS Group
Switzerland
+$281M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$270M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$235M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$408M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$125M
3
Morgan Stanley
Morgan Stanley
New York
-$121M
4
Deutsche Bank
Deutsche Bank
Germany
-$115M
5
Select Equity Group
Select Equity Group
New York
-$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
DP
326
Dearborn Partners
Illinois
$854K – – –
CAPTRUST Financial Advisors
327
CAPTRUST Financial Advisors
North Carolina
$852K -$444 -10 -0.1%
ORI
328
Oak Ridge Investments
Illinois
$838K +$147K +3,300 +21%
RCAG
329
Rehmann Capital Advisory Group
Michigan
$827K +$1.51K +34 +0.2%
JIC
330
Johnson Investment Counsel
Ohio
$817K -$1.78K -40 -0.2%
WI
331
Wintrust Investments
Illinois
$804K +$1.87K +42 +0.2%
TC
332
TownSquare Capital
Utah
$803K +$803K +17,229 New
WKWM
333
Walter & Keenan Wealth Management
Indiana
$800K – – –
KWM
334
Kingsview Wealth Management
Oregon
$792K +$7.24K +163 +0.9%
BOTW
335
Bank of the West
California
$790K – – –
KIA
336
KCM Investment Advisors
California
$789K +$208K +4,683 +36%
TW
337
TrinityPoint Wealth
Connecticut
$787K +$314K +6,375 +66%
MCIM
338
Meadow Creek Investment Management
Georgia
$786K -$329K -7,414 -30%
KWMG
339
King Wealth Management Group
Florida
$782K +$133 +3 +0%
KeyBank National Association
340
KeyBank National Association
Ohio
$770K +$4.44K +100 +0.6%
DCM
341
Dimension Capital Management
Florida
$768K +$1.87K +42 +0.2%
CCM
342
Coe Capital Management
Illinois
$748K +$69.2K +1,558 +10%
KCM
343
Karp Capital Management
California
$745K – – –
TSS
344
Two Sigma Securities
New York
$740K -$139K -3,137 -16%
AF
345
Advisornet Financial
Minnesota
$740K -$100K -2,255 -12%
BSW
346
Buckingham Strategic Wealth
Missouri
$736K +$7.6K +171 +1%
HCM
347
HGI Capital Management
New York
$728K – – –
CCP
348
Corient Capital Partners
California
$711K -$27K -607 -4%
CH
349
Canton Hathaway
Rhode Island
$706K +$53.3K +1,200 +8%
LFAS
350
Level Four Advisory Services
Texas
$702K -$28K -630 -4%
12 13
14
15 16