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Blackstone
BX

Overview Fund Activity

524 hedge funds and large institutions have $8.26B invested in Blackstone in 2015 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 143 increasing their positions, 305 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
524
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
13.76%
Holding in Top 10
16
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-55.56%
% of All Funds
0.42%
New
75
Increased
143
Reduced
305
Closed
67
Calls
$218M
Puts
$597M
Net Calls
-$379M
Net Calls Change
+$69.5M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.32B
2
JHIU
Janus Henderson Investors US
Colorado
$878M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$100M
4
FAM
Fred Alger Management
New York
$188M
5
TIM
Thornburg Investment Management
New Mexico
$177M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.25B
2
ACM
Americafirst Capital Management
California
$0
3
Citigroup
Citigroup
New York
$99.7M
4
SG Americas Securities
SG Americas Securities
New York
$56M
5
Deutsche Bank
Deutsche Bank
Germany
$58.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
451
Next Financial Group
Texas
$180K +$46.4K +1,588 +35%
MCM
452
Manchester Capital Management
Vermont
$179K – – –
RFS
453
Rockefeller Financial Services
New York
$175K -$3.33K -114 -2%
Lazard Asset Management
454
Lazard Asset Management
New York
$175K -$3.33K -114 -2%
DSC
455
Duncker Streett & Co
Missouri
$173K -$30.1K -1,030 -15%
CFA
456
Carroll Financial Associates
North Carolina
$165K -$25.4K -872 -13%
SIM
457
Sonora Investment Management
Arizona
$159K +$37.1K +1,271 +30%
CBT
458
Central Bank & Trust
Kentucky
$150K -$3.67M -125,189 -96%
ATC
459
Adirondack Trust Company
New York
$139K +$4.72K +180 +4%
HNB
460
Huntington National Bank
Ohio
$127K -$2.43K -83 -2%
TWA
461
TCI Wealth Advisors
Arizona
$124K +$79K +2,695 +175%
Bessemer Group
462
Bessemer Group
New Jersey
$120K +$69.3K +2,368 +137%
VHAM
463
Van Hulzen Asset Management
California
$117K -$2.22K -76 -2%
BCM
464
Beck Capital Management
Texas
$115K +$115K +3,935 New
AIM
465
Advantage Investment Management
Iowa
$114K -$14.1K -482 -11%
WEC
466
Winslow Evans & Crocker
Massachusetts
$113K +$17.4K +595 +18%
FCCM
467
First City Capital Management
Georgia
$112K +$23.2K +793 +26%
LWM
468
LBA Wealth Management
Florida
$103K -$1.97K -67 -2%
IPC
469
Independent Portfolio Consultants
Florida
$100K -$6.84K -233 -6%
WP
470
WealthPLAN Partners
Nebraska
$92.4K +$92.4K +9,209 New
CGT
471
Capital Guardian Trust
California
$90K -$1.72K -59 -2%
TIM
472
Tortoise Investment Management
New York
$88K -$1.67K -57 -2%
MCA
473
Mercer Capital Advisers
New Jersey
$88K -$1.67K -57 -2%
VNA
474
Valley National Advisers
Pennsylvania
$87K -$144K -4,933 -62%
KKAMG
475
Kernodle & Katon Asset Management Group
Arkansas
$85K +$85K +2,900 New
17 18
19
20 21