BX icon

Blackstone
BX

Overview Fund Activity

517 hedge funds and large institutions have $12.3B invested in Blackstone in 2015 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 198 increasing their positions, 133 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
517
Holders Change
+51
Holders Change %
+10.94%
% of All Funds
13.79%
Holding in Top 10
42
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+31.25%
% of All Funds
1.12%
New
89
Increased
198
Reduced
133
Closed
30
Calls
$285M
Puts
$536M
Net Calls
-$251M
Net Calls Change
+$302M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$145M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$2.17B
3
IG
ING Group
Netherlands
$400M
4
Morgan Stanley
Morgan Stanley
New York
$1.17B
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$234M

Top Sellers

1
ACM
Americafirst Capital Management
California
$0
2
UBS Group
UBS Group
Switzerland
$226M
3
HT
HAP Trading
New York
$4.03M
4
Calamos Advisors
Calamos Advisors
Illinois
$70.9M
5
EVM
Eaton Vance Management
Massachusetts
$4.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
LW
376
Linscomb Wealth
Texas
$402K +$19.7K +516 +5%
BAM
377
Burnham Asset Management
New York
$401K – – –
AIM
378
Assured Investment Management
New York
$400K +$400K +10,475 New
JIC
379
Joel Isaacson & Co
New York
$395K +$120K +3,144 +44%
DWT
380
Dorsey & Whitney Trust
South Dakota
$394K +$99.6K +2,615 +34%
AW
381
ACG Wealth
Georgia
$390K -$2.62M -68,659 -87%
AAM
382
Aureus Asset Management
Massachusetts
$390K -$416K -10,903 -52%
NSAM
383
North Star Asset Management
Wisconsin
$389K – – –
DLHL
384
Donald L. Hagan LLC
Florida
$389K – – –
PAI
385
Pittenger & Anderson Inc
Nebraska
$382K +$39.9K +1,045 +12%
LBC
386
Lowe Brockenbrough & Co
Virginia
$373K – – –
FANJ
387
Financial Architects (New Jersey)
New Jersey
$369K – – –
AAS
388
Annex Advisory Services
Wisconsin
$369K +$117K +3,068 +47%
CCM
389
Chickasaw Capital Management
Tennessee
$350K – – –
BOS
390
Bank of Stockton
California
$347K +$347K +9,089 New
CWM
391
Concert Wealth Management
California
$346K +$95.3K +7,137 +38%
SIC
392
Shoker Investment Counsel
Ohio
$344K +$381 +10 +0.1%
LWM
393
LBA Wealth Management
Florida
$343K +$19.4K +509 +6%
HPC
394
HM Payson & Co
Maine
$338K +$7.74K +203 +2%
BAM
395
Bruderman Asset Management
New York
$335K +$335K +8,779 New
RMCM
396
Reynders McVeigh Capital Management
Massachusetts
$334K +$334K +8,763 New
ALA
397
Atherton Lane Advisers
California
$323K -$80.8K -2,114 -20%
FTIOP
398
Fiduciary Trust International of Pennsylvania
Pennsylvania
$321K +$77.8K +2,038 +32%
WHI
399
William Harris Investors
Illinois
$315K – – –
VFA
400
Voya Financial Advisors
Connecticut
$311K +$311K +8,264 New
14 15
16
17 18