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Blackstone
BX

Overview Fund Activity

408 hedge funds and large institutions have $10.6B invested in Blackstone in 2014 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 148 increasing their positions, 121 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
408
Holders Change
+49
Holders Change %
+13.65%
% of All Funds
11.79%
Holding in Top 10
27
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10%
% of All Funds
0.78%
New
75
Increased
148
Reduced
121
Closed
19
Calls
$220M
Puts
$425M
Net Calls
-$205M
Net Calls Change
-$279M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$147M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$99M
3
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$63.2M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$58.1M
5
CS
Credit Suisse
Switzerland
+$45.9M

Top Sellers

1
IIS
Ignis Investment Services
United Kingdom
-$165M
2
IG
ING Group
Netherlands
-$136M
3
CA
Commerzbank Aktiengesellschaft
Germany
-$74.8M
4
Select Equity Group
Select Equity Group
New York
-$59.8M
5
FAM
Fred Alger Management
New York
-$50M
Name Holding Trade Value Shares
Change 		Shares
Change %
NRS
351
Neville Rodie & Shaw
New York
$236K +$236K +7,247 New
PHS
352
Pekin Hardy Strauss
Illinois
$234K -$282K -8,661 -55%
IPC
353
Independent Portfolio Consultants
Florida
$230K -$326 -10 -0.1%
BWP
354
Baldwin Wealth Partners
Massachusetts
$229K – – –
HCM
355
Hollencrest Capital Management
California
$225K -$21K -643 -9%
TYCC
356
Texas Yale Capital Corp
Florida
$225K – – –
NL
357
NWAM LLC
Washington
$225K +$225K +6,881 New
WT
358
Whittier Trust
California
$224K – – –
WKWM
359
Walter & Keenan Wealth Management
Indiana
$223K +$223K +6,827 New
GAM
360
Guinness Asset Management
United Kingdom
$211K +$123K +3,770 +140%
CCM
361
Covington Capital Management
California
$207K +$207K +6,353 New
RFS
362
Rockefeller Financial Services
New York
$200K +$200K +6,114 New
SSG
363
Summit Securities Group
New York
$180K -$16.7M -509,602 -99%
SOAMC
364
Spirit of America Management Corp
New York
$166K +$166K +5,095 New
CFA
365
Carroll Financial Associates
North Carolina
$150K – – –
CTC
366
Central Trust Company
Missouri
$126K – – –
MSFP
367
Mark Sheptoff Financial Planning
Connecticut
$126K +$126K +3,872 New
MA
368
MUFG Americas
New York
$103K -$46.7K -1,426 -31%
CGT
369
Capital Guardian Trust
California
$103K – – –
GCM
370
Grisanti Capital Management
New York
$91K – – –
PAS
371
Partnervest Advisory Services
California
$68K – – –
QAM
372
QCI Asset Management
New York
$67K -$10.1K -306 -13%
LFR
373
Lehman Financial Resources
Pennsylvania
$67K +$43.6K +1,325 +186%
USGIU
374
U.S. Global Investors (USGI)
Texas
$66K – – –
KCPG
375
Kavar Capital Partners Group
Kansas
$61K – – –
13 14
15
16 17