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Blackstone
BX

Overview Fund Activity

531 hedge funds and large institutions have $7.72B invested in Blackstone in 2016 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 168 increasing their positions, 189 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
531
Holders Change
+25
Holders Change %
+4.94%
% of All Funds
13.29%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.53%
New
80
Increased
168
Reduced
189
Closed
46
Calls
$755M
Puts
$385M
Net Calls
+$370M
Net Calls Change
+$433M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$110M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$102M
3
WRF
Waddell & Reed Financial
Kansas
+$75.9M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$59.7M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$50M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$90.4M
2
Deutsche Bank
Deutsche Bank
Germany
-$76.2M
3
Swedbank
Swedbank
Sweden
-$58.4M
4
JHIU
Janus Henderson Investors US
Colorado
-$58.2M
5
Citigroup
Citigroup
New York
-$43M
Name Holding Trade Value Shares
Change 		Shares
Change %
SLG
351
Stanley-Laman Group
Pennsylvania
$398K +$45.9K +1,700 +13%
Bessemer Group
352
Bessemer Group
New Jersey
$397K +$81K +3,000 +26%
TPWA
353
TRUE Private Wealth Advisors
Oregon
$392K -$4.39K -141 -1%
CCM
354
Coe Capital Management
Illinois
$382K -$1.09M -40,214 -74%
SRCM
355
Swift Run Capital Management
Virginia
$378K -$934K -34,580 -71%
TNBTD
356
Trustmark National Bank Trust Department
Mississippi
$378K – – –
MGIA
357
Moneta Group Investment Advisors
Missouri
$370K +$154K +5,675 +71%
PP
358
Prudential plc
United Kingdom
$360K – – –
MAM
359
Mark Asset Management
New York
$359K – – –
HPC
360
HM Payson & Co
Maine
$356K – – –
RJT
361
Raymond James Trust
Florida
$350K -$133K -4,937 -28%
Cetera Investment Advisers
362
Cetera Investment Advisers
Illinois
$344K +$344K +12,676 New
V
363
Veritable
Delaware
$343K +$33.4K +1,237 +11%
HK
364
Horizon Kinetics
New York
$340K – – –
TAM
365
Tocqueville Asset Management
New York
$337K +$107K +3,950 +46%
BTIS
366
BB&T Investment Services
North Carolina
$333K +$333K +12,307 New
WA
367
WBH Advisory
Maryland
$331K -$28.5K -1,056 -8%
HEIP
368
Hudson Edge Investment Partners
New Jersey
$331K +$3.65K +135 +1%
DW
369
Domani Wealth
Pennsylvania
$328K – – –
BOH
370
Bank of Hawaii
Hawaii
$327K +$327K +12,083 New
FIB
371
First Interstate Bank
Montana
$326K – – –
RC
372
Roundview Capital
New Jersey
$324K -$1.35K -50 -0.4%
CAM
373
Carret Asset Management
New York
$321K -$2.7K -100 -0.8%
CCM
374
Covington Capital Management
California
$312K -$225K -8,350 -42%
GKWIM
375
Gerber Kawasaki Wealth & Investment Management
California
$312K -$140K -5,188 -31%
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