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Blackstone
BX

Overview Fund Activity

641 hedge funds and large institutions have $10.2B invested in Blackstone in 2017 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 232 increasing their positions, 198 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
641
Holders Change
+18
Holders Change %
+2.89%
% of All Funds
14.56%
Holding in Top 10
27
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-18.18%
% of All Funds
0.61%
New
91
Increased
232
Reduced
198
Closed
66
Calls
$579M
Puts
$542M
Net Calls
+$37.5M
Net Calls Change
+$68.8M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$310M
2
Deutsche Bank
Deutsche Bank
Germany
+$194M
3
Morgan Stanley
Morgan Stanley
New York
+$116M
4
Goldman Sachs
Goldman Sachs
New York
+$103M
5
Capital World Investors
Capital World Investors
California
+$70.8M

Top Sellers

1
Credit Agricole
Credit Agricole
France
-$80.9M
2
FAM
Fred Alger Management
New York
-$51.4M
3
ClearBridge Investments
ClearBridge Investments
New York
-$34.8M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$30.5M
5
OCAM
Onex Canada Asset Management
Ontario, Canada
-$28.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNBT
476
FineMark National Bank & Trust
Florida
$298K +$59.2K +1,850 +25%
FM
477
Forward Management
California
$295K +$9.62K +300 +3%
AWA
478
Acorn Wealth Advisors
Michigan
$295K +$295K +8,930 New
Comerica Bank
479
Comerica Bank
Texas
$294K +$294K +8,148 New
FPGK
480
Financial Partners Group (Kansas)
Kansas
$294K +$294K +9,187 New
WA
481
Waverly Advisors
Alabama
$293K +$9.19K +287 +3%
DA
482
Doliver Advisors
Texas
$290K +$41.7K +1,300 +17%
BBA
483
BLB&B Advisors
Pennsylvania
$289K +$289K +9,028 New
CCM
484
Chickasaw Capital Management
Tennessee
$288K – – –
RIM
485
Regent Investment Management
Kentucky
$288K +$32K +1,000 +13%
WP
486
WealthPLAN Partners
Nebraska
$285K +$5.61K +175 +2%
RCG
487
Ruggie Capital Group
Florida
$285K +$240K +7,492 +528%
PCIA
488
Prime Capital Investment Advisors
Kansas
$284K +$284K +8,875 New
SIC
489
Shoker Investment Counsel
Ohio
$283K +$256 +8 +0.1%
Truist Financial
490
Truist Financial
North Carolina
$282K -$1.96K -61 -0.7%
S
491
SignatureFD
Georgia
$282K – – –
BAM
492
Bruderman Asset Management
New York
$281K +$64 +2 +0%
LBC
493
Lowe Brockenbrough & Co
Virginia
$278K – – –
WF
494
Welch & Forbes
Massachusetts
$273K +$273K +8,540 New
DAC
495
Dividend Assets Capital
South Carolina
$272K – – –
MGIA
496
Moneta Group Investment Advisors
Missouri
$272K – – –
PFA
497
Paradigm Financial Advisors
Missouri
$271K -$342K -10,694 -56%
BAM
498
Belpointe Asset Management
Nevada
$269K +$39.2K +1,225 +17%
SAM
499
Security Asset Management
New York
$268K – – –
FHA
500
Flagship Harbor Advisors
Massachusetts
$266K +$266K +7,999 New
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