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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 %
GIM
401
Greenwich Investment Management
Connecticut
$308K +$308K +8,076 New
GIA
402
GHP Investment Advisors
Colorado
$306K +$839 +22 +0.3%
JWM
403
Jacobus Wealth Management
Wisconsin
$306K +$44.5K +1,166 +17%
ACM
404
Apex Capital Management
Ohio
$299K – – –
NRS
405
Neville Rodie & Shaw
New York
$294K -$33.5K -875 -10%
CCM
406
Cadence Capital Management
Massachusetts
$294K +$294K +7,714 New
KJHP
407
K.J. Harrison & Partners
Ontario, Canada
$292K -$195K -5,095 -40%
NSIM
408
North Star Investment Management
Illinois
$292K -$15.5K -407 -5%
EHWM
409
Eads & Heald Wealth Management
Georgia
$279K +$279K +7,301 New
GAM
410
Guinness Asset Management
United Kingdom
$274K – – –
CL
411
Croft-Leominster
Maryland
$273K +$273K +7,158 New
RIM
412
Regent Investment Management
Kentucky
$272K – – –
FMBTD
413
First Midwest Bank Trust Division
Illinois
$272K +$272K +7,133 New
Group One Trading
414
Group One Trading
Illinois
$268K -$2.99M -78,220 -92%
KPF
415
K2 Principal Fund
Ontario, Canada
$264K – – –
WKWM
416
Walter & Keenan Wealth Management
Indiana
$261K – – –
BHB
417
Bank Hapoalim BM
Israel
$258K +$258K +6,758 New
MA
418
MUFG Americas
New York
$256K +$133K +3,482 +108%
BAS
419
Brown Advisory Securities
Maryland
$255K +$255K +6,698 New
SW
420
SVB Wealth
Massachusetts
$252K – – –
WSTAM
421
Wilbanks Smith & Thomas Asset Management
Virginia
$246K +$2.9K +76 +1%
FNBSF
422
First National Bank Sioux Falls
South Dakota
$245K – – –
SLG
423
Stanley-Laman Group
Pennsylvania
$244K +$244K +6,387 New
PFS
424
Prospera Financial Services
Texas
$243K +$7.78K +204 +3%
YP
425
Yellowstone Partners
Idaho
$241K – – –
15 16
17
18 19