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Blackstone
BX

Overview Fund Activity

638 hedge funds and large institutions have $13.9B invested in Blackstone in 2019 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 197 increasing their positions, 215 reducing their positions, and 162 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
-93
Holders Change %
-12.72%
% of All Funds
13.88%
Holding in Top 10
40
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+37.93%
% of All Funds
0.87%
New
81
Increased
197
Reduced
215
Closed
162
Calls
$650M
Puts
$664M
Net Calls
-$14.7M
Net Calls Change
-$117M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$526M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$404M
3
UBS Group
UBS Group
Switzerland
+$281M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$270M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$235M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$408M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$125M
3
Morgan Stanley
Morgan Stanley
New York
-$121M
4
Deutsche Bank
Deutsche Bank
Germany
-$115M
5
Select Equity Group
Select Equity Group
New York
-$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
WEC
401
Winslow Evans & Crocker
Massachusetts
$504K +$15.6K +350 +3%
BCM
402
Bienville Capital Management
New York
$502K +$502K +11,300 New
AAS
403
Avantax Advisory Services
Texas
$497K +$110K +2,472 +28%
WA
404
WBH Advisory
Maryland
$493K +$577 +13 +0.1%
AAM
405
AR Asset Management
California
$489K – – –
Fiera Capital (Canada)
406
Fiera Capital (Canada)
Quebec, Canada
$486K – – –
Truist Financial
407
Truist Financial
North Carolina
$486K +$11.1K +250 +2%
VF
408
Virtu Financial
New York
$483K +$483K +10,874 New
CCM
409
Chickasaw Capital Management
Tennessee
$481K – – –
ACM
410
Ashford Capital Management
Delaware
$480K – – –
TCPWM
411
Traverso Chambers Private Wealth Management
California
$478K +$478K +10,097 New
LWAC
412
Laurel Wealth Advisors (California)
California
$477K +$31.3K +705 +7%
DFA
413
Delta Financial Advisors
Louisiana
$476K +$476K +10,725 New
VCWA
414
Vanguard Capital Wealth Advisors
Colorado
$475K +$186K +4,200 +65%
CP
415
Camelot Portfolios
Ohio
$465K -$888K -19,989 -66%
DLG
416
Daniel L. Goodwin
$465K – – –
CAM
417
Carret Asset Management
New York
$463K -$66.6K -1,500 -13%
SWM
418
Segment Wealth Management
Texas
$452K – – –
LC
419
Loews Corp
New York
$449K +$449K +10,100 New
SCCM
420
Schafer Cullen Capital Management
New York
$448K – – –
WWM
421
Western Wealth Management
Colorado
$446K -$1.41K -32 -0.3%
FAT
422
First American Trust
California
$446K -$369K – –
SACTSONJ
423
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$444K -$266K -6,000 -38%
APCM
424
Arbiter Partners Capital Management
New York
$444K – – –
DLHL
425
Donald L. Hagan LLC
Florida
$444K – – –
15 16
17
18 19