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Blackstone
BX

Overview Fund Activity

426 hedge funds and large institutions have $12.8B invested in Blackstone in 2014 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 193 increasing their positions, 112 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
426
Holders Change
+3
Holders Change %
+0.71%
% of All Funds
12.37%
Holding in Top 10
27
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+28.57%
% of All Funds
0.78%
New
39
Increased
193
Reduced
112
Closed
35
Calls
$274M
Puts
$803M
Net Calls
-$528M
Net Calls Change
-$312M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.39B
2
FAM
Fred Alger Management
New York
$258M
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$209M
4
JHIU
Janus Henderson Investors US
Colorado
$891M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$115M

Top Sellers

1
CI Investments Inc
CI Investments Inc
Ontario, Canada
$0
2
CS
Credit Suisse
Switzerland
$122M
3
Bank of America
Bank of America
North Carolina
$419M
4
Citigroup
Citigroup
New York
$265M
5
WRF
Waddell & Reed Financial
Kansas
$32.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
351
GHP Investment Advisors
Colorado
$247K +$464 +15 +0.2%
ACM
352
Apex Capital Management
Ohio
$245K -$14.8K -479 -6%
PFA
353
Paradigm Financial Advisors
Missouri
$245K +$245K +7,959 New
NFG
354
Next Financial Group
Texas
$242K -$11.7K -378 -5%
PFP
355
Pinnacle Financial Partners
Tennessee
$240K +$240K +7,780 New
Geode Capital Management
356
Geode Capital Management
Massachusetts
$239K +$239K +7,753 New
NSIM
357
North Star Investment Management
Illinois
$236K – – –
RIM
358
Regent Investment Management
Kentucky
$236K +$39.3K +1,274 +20%
JIC
359
Joel Isaacson & Co
New York
$232K -$24.4K -790 -10%
BWP
360
Baldwin Wealth Partners
Massachusetts
$231K – – –
Northwestern Mutual Wealth Management
361
Northwestern Mutual Wealth Management
Wisconsin
$226K +$216K +7,049 +2,182%
NL
362
NWAM LLC
Washington
$225K +$6.56K +212 +3%
GAM
363
Guinness Asset Management
United Kingdom
$222K +$22.1K +714 +11%
SI
364
SII Investments
Wisconsin
$217K +$14K +459 +7%
SIC
365
Shoker Investment Counsel
Ohio
$217K +$217K +7,035 New
FTIOP
366
Fiduciary Trust International of Pennsylvania
Pennsylvania
$216K +$216K +6,980 New
WT
367
Whittier Trust
California
$212K – – –
WKWM
368
Walter & Keenan Wealth Management
Indiana
$211K – – –
BF
369
BOK Financial
Oklahoma
$207K +$207K +6,695 New
TD Asset Management
370
TD Asset Management
Ontario, Canada
$201K +$201K +6,496 New
RFS
371
Rockefeller Financial Services
New York
$189K -$8.44K -273 -4%
JWM
372
Jacobus Wealth Management
Wisconsin
$184K +$19.9K +647 +12%
MAA
373
Managed Account Advisors
New Jersey
$170K -$3.89M -125,731 -96%
CFA
374
Carroll Financial Associates
North Carolina
$167K +$9.46K +306 +6%
DSC
375
Duncker Streett & Co
Missouri
$158K +$16.3K +528 +12%
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