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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 %
W
501
Wealthfront
California
$11K -$53.5K -1,416 -83%
BFEC
502
Benjamin F. Edwards & Company
Missouri
$10K – – –
BPBT
503
Boston Private Bank & Trust
Massachusetts
$10K – – –
Bessemer Group
504
Bessemer Group
New Jersey
$8K -$139K -3,556 -95%
FMII
505
Farmers & Merchants Investments Inc
Nebraska
$8K – – –
RFA
506
Reilly Financial Advisors
California
$8K – – –
GWS
507
Glassman Wealth Services
Virginia
$8K +$186 +5 +2%
HDIM
508
Hanson & Doremus Investment Management
Vermont
$8K +$8K +204 New
RBC
509
Roble Belko & Company
Pennsylvania
$7K +$7K +191 New
CCM
510
Cupps Capital Management
Illinois
$6K – – –
BWA
511
Burt Wealth Advisors
Maryland
$5K +$117 +3 +2%
TRCT
512
Tower Research Capital (TRC)
New York
$4K +$4K +102 New
WAS
513
Winch Advisory Services
Wisconsin
$4K +$4K +106 New
WCM
514
Wealthcare Capital Management
Virginia
$4K +$4K +107 New
AllianceBernstein
515
AllianceBernstein
Tennessee
$3K +$3K +68 New
IF
516
Ironwood Financial
Arizona
$2K +$2K +51 New
AT
517
Arden Trust
Delaware
$640 +$281 +7,371 +78%
WA
518
WBH Advisory
Maryland
$508 +$45 +1,189 +10%
WMSA
519
Weiss Multi-Strategy Advisers
New York
– -$11.8M -356,650 Closed
AH
520
Achievement Holdings
Illinois
– -$10.1M -305,700 Closed
ZDA
521
Zweig-DiMenna Associates
New York
– -$8.48M -255,452 Closed
AL
522
Airain Ltd
Guernsey
– -$5.13M -154,624 Closed
USAA
523
United Services Automobile Association
Texas
– -$4.5M -135,629 Closed
PCM
524
Pyrrho Capital Management
New York
– -$3.2M -96,499 Closed
WSCM
525
Wellington Shields Capital Management
New York
– -$2.92M -87,940 Closed
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