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Blackstone
BX

Overview Fund Activity

466 hedge funds and large institutions have $10.8B invested in Blackstone in 2014 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 174 increasing their positions, 135 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
466
Holders Change
+40
Holders Change %
+9.39%
% of All Funds
12.44%
Holding in Top 10
32
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+18.52%
% of All Funds
0.85%
New
88
Increased
174
Reduced
135
Closed
41
Calls
$319M
Puts
$871M
Net Calls
-$553M
Net Calls Change
-$24.4M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$296M
2
SG Americas Securities
SG Americas Securities
New York
+$99.1M
3
ClearBridge Investments
ClearBridge Investments
New York
+$51.6M
4
JHIU
Janus Henderson Investors US
Colorado
+$46.1M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$40M

Top Sellers

1
ACM
Americafirst Capital Management
California
-$3.23B
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$150M
3
CS
Credit Suisse
Switzerland
-$95.6M
4
IG
ING Group
Netherlands
-$88M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$81.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
NSAM
351
North Star Asset Management
Wisconsin
$338K – – –
DLHL
352
Donald L. Hagan LLC
Florida
$338K +$338K +10,190 New
LW
353
Linscomb Wealth
Texas
$332K -$3.22K -97 -1%
HIC
354
Holderness Investments Company
North Carolina
$331K +$331K +9,966 New
LBC
355
Lowe Brockenbrough & Co
Virginia
$324K – – –
TD Asset Management
356
TD Asset Management
Ontario, Canada
$324K +$109K +3,276 +50%
FANJ
357
Financial Architects (New Jersey)
New Jersey
$321K +$321K +9,681 New
ICAS
358
Investors Capital Advisory Services
Massachusetts
$320K +$38K +1,149 +13%
RJT
359
Raymond James Trust
Florida
$315K +$18.8K +567 +6%
AT
360
Arden Trust
Delaware
$312K +$11.8K +356 +4%
CCM
361
Chickasaw Capital Management
Tennessee
$304K – – –
GLRA
362
Gerald L. Ray & Associates
Texas
$299K – – –
SIC
363
Shoker Investment Counsel
Ohio
$299K +$65.5K +1,973 +28%
PAI
364
Pittenger & Anderson Inc
Nebraska
$298K – – –
SPC
365
Sigma Planning Corp
Michigan
$298K +$298K +8,974 New
CA
366
Cetera Advisors
Colorado
$293K +$3.41K +103 +1%
GGPS
367
Gary Goldberg Planning Services
New York
$291K – – –
HPC
368
HM Payson & Co
Maine
$288K +$288K +8,662 New
NRS
369
Neville Rodie & Shaw
New York
$284K -$2.89K -87 -1%
SCM
370
Southport Capital Management
Tennessee
$281K -$218K -6,562 -44%
LWM
371
LBA Wealth Management
Florida
$281K -$58.8K -1,771 -17%
WHI
372
William Harris Investors
Illinois
$274K – – –
NSIM
373
North Star Investment Management
Illinois
$267K +$13.5K +407 +5%
GIA
374
GHP Investment Advisors
Colorado
$266K +$432 +13 +0.2%
ACM
375
Apex Capital Management
Ohio
$260K -$3.38K -102 -1%
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