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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 %
NSIM
351
North Star Investment Management
Illinois
$251K – – –
PHS
352
Pekin Hardy Strauss
Illinois
$251K +$15.1K +459 +6%
ICAS
353
Investors Capital Advisory Services
Massachusetts
$251K +$251K +7,659 New
NRS
354
Neville Rodie & Shaw
New York
$249K +$10.7K +325 +4%
PAI
355
Pittenger & Anderson Inc
Nebraska
$244K -$23.6K -718 -9%
IPC
356
Independent Portfolio Consultants
Florida
$239K +$7.03K +214 +3%
BG
357
BlackRock Group
United Kingdom
$239K +$239K +7,293 New
NL
358
NWAM LLC
Washington
$232K +$6.04K +184 +3%
BWP
359
Baldwin Wealth Partners
Massachusetts
$231K – – –
EIP
360
Epoch Investment Partners
New York
$228K -$110M -3,355,746 -100%
TYCC
361
Texas Yale Capital Corp
Florida
$227K – – –
WT
362
Whittier Trust
California
$225K – – –
WKWM
363
Walter & Keenan Wealth Management
Indiana
$224K – – –
SI
364
SII Investments
Wisconsin
$218K +$218K +6,648 New
RCM
365
Rotella Capital Management
Washington
$214K +$214K +6,522 New
GAM
366
Guinness Asset Management
United Kingdom
$212K – – –
PGIM
367
Pacific Global Investment Management
California
$211K -$53.9K -1,644 -20%
RFS
368
Rockefeller Financial Services
New York
$210K +$8.98K +273 +4%
RIM
369
Regent Investment Management
Kentucky
$209K +$209K +6,369 New
ACM
370
Ashford Capital Management
Delaware
$201K +$201K +6,114 New
TA
371
Teton Advisors
New York
$201K +$201K +6,114 New
JG
372
Jefferies Group
New York
$197K +$197K +5,998 New
JWM
373
Jacobus Wealth Management
Wisconsin
$175K +$175K +5,324 New
FNYS
374
First New York Securities
New York
$167K +$167K +5,095 New
SOAMC
375
Spirit of America Management Corp
New York
$167K – – –
13 14
15
16 17