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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 %
RFS
401
Rockefeller Financial Services
New York
$203K – – –
ACM
402
Ashford Capital Management
Delaware
$203K +$203K +6,114 New
TA
403
Teton Advisors
New York
$203K +$203K +6,114 New
Lazard Asset Management
404
Lazard Asset Management
New York
$202K +$67.3K +2,038 +50%
DSC
405
Duncker Streett & Co
Missouri
$200K +$30.4K +917 +18%
JT
406
Jump Trading
Illinois
$189K +$189K +5,707 New
NFG
407
Next Financial Group
Texas
$172K -$88.1K -2,658 -34%
SOAMC
408
Spirit of America Management Corp
New York
$169K – – –
SF
409
Synovus Financial
Georgia
$149K +$149K +4,484 New
WIL
410
Winifred I. Li
$135K – – –
FCCM
411
First City Capital Management
Georgia
$129K +$40.6K +1,223 +46%
MSFP
412
Mark Sheptoff Financial Planning
Connecticut
$129K – – –
HNB
413
Huntington National Bank
Ohio
$126K +$126K +3,806 New
Bessemer Group
414
Bessemer Group
New Jersey
$125K +$125K +3,760 New
CTC
415
Central Trust Company
Missouri
$118K -$110K – –
AIM
416
Advantage Investment Management
Iowa
$112K +$112K +3,363 New
MA
417
MUFG Americas
New York
$107K -$3.05K -92 -3%
CGT
418
Capital Guardian Trust
California
$104K – – –
MCA
419
Mercer Capital Advisers
New Jersey
$101K +$101K +3,057 New
CFA
420
Carroll Financial Associates
North Carolina
$97K -$101K -2,757 -51%
IPC
421
Independent Portfolio Consultants
Florida
$93K -$178K -5,334 -66%
GCM
422
Grisanti Capital Management
New York
$93K – – –
FMT
423
First Mercantile Trust
Tennessee
$79K – – –
FNYS
424
First New York Securities
New York
$73.1K +$53K +1,597 +264%
QAM
425
QCI Asset Management
New York
$68K – – –
15 16
17
18 19