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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 %
DWT
376
Dorsey & Whitney Trust
South Dakota
$257K -$123K -3,714 -32%
LCP
377
Legacy Capital Partners
Wisconsin
$247K +$247K +7,423 New
GT
378
Glenview Trust
Kentucky
$247K +$247K +7,442 New
JIC
379
Joel Isaacson & Co
New York
$239K -$10.2K -306 -4%
GAM
380
Guinness Asset Management
United Kingdom
$238K – – –
RIM
381
Regent Investment Management
Kentucky
$237K -$16.9K -510 -7%
ID
382
Integral Derivatives
New York
$234K -$1.02M -30,570 -81%
NL
383
NWAM LLC
Washington
$233K -$8.32K -251 -3%
BWP
384
Baldwin Wealth Partners
Massachusetts
$233K – – –
KPF
385
K2 Principal Fund
Ontario, Canada
$230K +$230K +6,929 New
WT
386
Whittier Trust
California
$228K – – –
WKWM
387
Walter & Keenan Wealth Management
Indiana
$227K – – –
JWM
388
Jacobus Wealth Management
Wisconsin
$227K +$28.9K +872 +15%
ACM
389
Aviance Capital Management
Florida
$226K -$91.2K -2,748 -29%
BKA
390
Brick & Kyle Associates
Pennsylvania
$224K +$224K +6,746 New
WF
391
Welch & Forbes
Massachusetts
$222K +$222K +6,671 New
AAS
392
Annex Advisory Services
Wisconsin
$219K +$219K +6,593 New
SW
393
SVB Wealth
Massachusetts
$219K +$219K +6,598 New
FNBSF
394
First National Bank Sioux Falls
South Dakota
$213K +$156K +4,690 +271%
FTIOP
395
Fiduciary Trust International of Pennsylvania
Pennsylvania
$211K -$20.2K -611 -9%
WSTAM
396
Wilbanks Smith & Thomas Asset Management
Virginia
$211K +$211K +6,362 New
YP
397
Yellowstone Partners
Idaho
$210K +$210K +6,318 New
SFFS
398
Stonehage Fleming Financial Services
Jersey
$210K +$210K +6,318 New
GWA
399
Genesis Wealth Advisors
Massachusetts
$206K +$206K +5,549 New
PFS
400
Prospera Financial Services
Texas
$205K +$205K +6,165 New
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