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Blackstone
BX

Overview Fund Activity

701 hedge funds and large institutions have $12.6B invested in Blackstone in 2018 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 237 increasing their positions, 211 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
701
Holders Change
+32
Holders Change %
+4.78%
% of All Funds
16.05%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.62%
New
80
Increased
237
Reduced
211
Closed
44
Calls
$665M
Puts
$455M
Net Calls
+$211M
Net Calls Change
+$84.5M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$128M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$112M
3
Russell Investments Group
Russell Investments Group
United Kingdom
+$84.2M
4
Capital International Investors
Capital International Investors
California
+$82.7M
5
IG
ING Group
Netherlands
+$54.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$186M
2
Parallax Volatility Advisers
Parallax Volatility Advisers
California
-$46.2M
3
FMI
Factory Mutual Insurance
Massachusetts
-$45.7M
4
AU
Algebris (UK)
United Kingdom
-$43M
5
CFM
Coronation Fund Managers
South Africa
-$31M
Name Holding Trade Value Shares
Change 		Shares
Change %
NVIM
376
New Vernon Investment Management
Illinois
$716K – – –
SPC
377
Salient Private Client
Texas
$714K -$22.1K -580 -3%
RFC
378
Regions Financial Corp
Alabama
$711K – – –
FBC
379
Fairfield, Bush & Co
Connecticut
$708K +$305K +8,000 +75%
JIC
380
Johnson Investment Counsel
Ohio
$701K +$38.1K +1,000 +6%
VWM
381
Valley Wealth Managers
New Jersey
$699K +$234K +6,150 +50%
WP
382
WealthSource Partners
California
$691K +$184K +4,844 +36%
DP
383
Dearborn Partners
Illinois
$686K +$218K +5,726 +47%
VCAM
384
Van Cleef Asset Management
Ohio
$685K – – –
BOTW
385
Bank of the West
California
$677K – – –
GKWIM
386
Gerber Kawasaki Wealth & Investment Management
California
$674K +$19.4K +500 +3%
HPC
387
HM Payson & Co
Maine
$662K -$26.7K -700 -4%
FDS
388
First Dallas Securities
Texas
$657K +$53K +1,392 +9%
B
389
Bailard
California
$656K – – –
AAM
390
Augustine Asset Management
Florida
$655K -$7.27K -191 -1%
LFAS
391
Level Four Advisory Services
Texas
$653K -$28K -735 -4%
Cetera Investment Advisers
392
Cetera Investment Advisers
Illinois
$641K +$6.63K +174 +1%
TAM
393
Tocqueville Asset Management
New York
$639K – – –
TRCT
394
Tower Research Capital (TRC)
New York
$634K +$565K +14,843 +825%
IFWM
395
Institute for Wealth Management
Colorado
$629K – – –
SCA
396
Sage Capital Advisors
South Dakota
$618K – – –
HIIFS
397
Harel Insurance Investments & Financial Services
Israel
$609K -$849K -22,300 -58%
FPS
398
Fieldpoint Private Securities
Connecticut
$606K -$3.43K -90 -0.6%
CCM
399
Coe Capital Management
Illinois
$594K +$44.9K +1,180 +8%
ORI
400
Oak Ridge Investments
Illinois
$593K +$41.7K +1,094 +8%
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