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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 %
SFFS
426
Stonehage Fleming Financial Services
Jersey
$241K – – –
SAM
427
SignalPoint Asset Management
Missouri
$237K +$237K +6,209 New
PCM
428
Price Capital Management
Louisiana
$237K +$237K +6,216 New
WF
429
Welch & Forbes
Massachusetts
$235K -$19.4K -509 -8%
SB
430
Suntrust Banks
Georgia
$234K -$393K -10,370 -63%
FFSOTS
431
Fiduciary Financial Services of The Southwest
Texas
$234K +$234K +6,120 New
ACM
432
Ashford Capital Management
Delaware
$233K – – –
RFS
433
Rockefeller Financial Services
New York
$233K – – –
TA
434
Teton Advisors
New York
$233K – – –
Lazard Asset Management
435
Lazard Asset Management
New York
$233K – – –
BB
436
Busey Bank
Illinois
$232K +$232K +6,081 New
DSC
437
Duncker Streett & Co
Missouri
$230K – – –
GG
438
Gofen & Glossberg
Illinois
$228K +$228K +5,966 New
HB
439
Homrich & Berg
Georgia
$223K +$223K +5,836 New
JPTCCM
440
J.P. Turner & Co Capital Management
Georgia
$222K +$222K +5,734 New
KA
441
Kovack Advisors
Florida
$222K +$222K +5,813 New
ED
442
Exane Derivatives
France
$219K +$219K +5,732 New
SWP
443
Stratos Wealth Partners
Ohio
$218K +$218K +5,757 New
BT
444
Beacon Trust
New Jersey
$214K +$214K +5,605 New
EIA
445
Edgemoor Investment Advisors
Maryland
$214K +$214K +5,613 New
TGI
446
Tradewinds Global Investors
California
$214K +$214K +5,754 New
GWA
447
Genesis Wealth Advisors
Massachusetts
$213K – – –
BKBG
448
BHF Kleinwort Benson Group
Belgium
$208K -$198K -5,197 -49%
SCM
449
Sterneck Capital Management
Missouri
$208K +$208K +5,441 New
CG
450
Clinton Group
New York
$207K +$207K +5,425 New
16 17
18
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