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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 %
KPCM
451
Kings Point Capital Management
New York
$15K – – –
LNB
452
Ledyard National Bank
$14K – – –
LWCFA
453
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$14K – – –
ARMC
454
American Research & Management Company
Massachusetts
$14K – – –
VIA
455
Vantage Investment Advisors
Pennsylvania
$11K -$3.67K -112 -25%
TFA
456
Transamerica Financial Advisors
Florida
$11K +$11K +306 New
BFEC
457
Benjamin F. Edwards & Company
Missouri
$8K – – –
BPBT
458
Boston Private Bank & Trust
Massachusetts
$8K – – –
RFA
459
Reilly Financial Advisors
California
$7K -$6.35K -194 -48%
FMII
460
Farmers & Merchants Investments Inc
Nebraska
$7K – – –
GWS
461
Glassman Wealth Services
Virginia
$7K +$7K +210 New
BRWA
462
B. Riley Wealth Advisors
Florida
$6.54K +$3.6K +19,683 +122%
Envestnet Asset Management
463
Envestnet Asset Management
Illinois
$6K -$89.7K -2,855 -94%
CCM
464
Cupps Capital Management
Illinois
$5K – – –
MCM
465
Manchester Capital Management
Vermont
$5K – – –
CCA
466
Catalyst Capital Advisors
New York
$4K – – –
BWA
467
Burt Wealth Advisors
Maryland
$4K +$4K +125 New
ST
468
SpiderRock Trading
Illinois
$2K – – –
NG
469
NatWest Group
United Kingdom
$448 – -2 -0%
Alkeon Capital Management
470
Alkeon Capital Management
New York
– -$40.1M -1,299,225 Closed
Balyasny Asset Management
471
Balyasny Asset Management
Illinois
– -$35.2M -1,140,495 Closed
WRF
472
Waddell & Reed Financial
Kansas
– -$32.7M -1,059,099 Closed
Renaissance Technologies
473
Renaissance Technologies
New York
– -$26.3M -850,050 Closed
AAM
474
Aberdeen Asset Management
United Kingdom
– -$18.3M -591,020 Closed
PMAM
475
Picton Mahoney Asset Management
Ontario, Canada
– -$13.9K -451,009 Closed
17 18
19
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