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Blackstone
BX

Overview Fund Activity

531 hedge funds and large institutions have $7.72B invested in Blackstone in 2016 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 168 increasing their positions, 189 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
531
Holders Change
+25
Holders Change %
+4.94%
% of All Funds
13.29%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.53%
New
80
Increased
168
Reduced
189
Closed
46
Calls
$755M
Puts
$385M
Net Calls
+$370M
Net Calls Change
+$433M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$110M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$102M
3
WRF
Waddell & Reed Financial
Kansas
+$75.9M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$59.7M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$50M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$90.4M
2
Deutsche Bank
Deutsche Bank
Germany
-$76.2M
3
Swedbank
Swedbank
Sweden
-$58.4M
4
JHIU
Janus Henderson Investors US
Colorado
-$58.2M
5
Citigroup
Citigroup
New York
-$43M
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
401
Janney Capital Management
Pennsylvania
$250K +$18.9K +700 +8%
FG
402
Fiduciary Group
Georgia
$249K -$59.4K -2,200 -19%
OFW
403
Omnia Family Wealth
Florida
$246K +$246K +9,085 New
LW
404
Linscomb Wealth
Texas
$245K +$1.38K +51 +0.6%
LWAC
405
Laurel Wealth Advisors (California)
California
$245K +$18.8K +700 +8%
SFA
406
Sequoia Financial Advisors
Ohio
$244K -$30.6K -1,134 -11%
CCM
407
Chickasaw Capital Management
Tennessee
$243K – – –
BAM
408
Brave Asset Management
New Jersey
$243K – – –
GG
409
Gofen & Glossberg
Illinois
$242K -$45.6K -1,685 -16%
IAMOG
410
Investors Asset Management of Georgia
Georgia
$242K – – –
SAM
411
Security Asset Management
New York
$242K – – –
SIC
412
Shoker Investment Counsel
Ohio
$238K +$162 +6 +0.1%
BAM
413
Bruderman Asset Management
New York
$237K +$81 +3 +0%
GT
414
Glenview Trust
Kentucky
$234K +$234K +8,642 New
Nuveen Asset Management
415
Nuveen Asset Management
Illinois
$231K +$231K +8,563 New
PSUF
416
People's United Financial
Connecticut
$230K -$51.2K -1,897 -18%
RMCM
417
Reynders McVeigh Capital Management
Massachusetts
$228K -$2.7K -100 -1%
GIA
418
GHP Investment Advisors
Colorado
$226K +$226K +8,365 New
CF
419
CenterStar Fund
Illinois
$225K -$204K – –
GWS
420
Glassman Wealth Services
Virginia
$221K +$27.2K +1,003 +14%
CFA
421
Carroll Financial Associates
North Carolina
$220K -$9.46K -350 -4%
MIM
422
Marco Investment Management
Georgia
$218K +$2.08K +77 +1%
SCM
423
Sterneck Capital Management
Missouri
$216K +$216K +7,975 New
RWMH
424
Riverpoint Wealth Management Holdings
Illinois
$215K +$215K +7,250 New
SAM
425
SignalPoint Asset Management
Missouri
$214K -$4.65K -172 -2%
15 16
17
18 19