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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, 168 increasing their positions, 194 reducing their positions, and 67 closing their positions.

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
168
Reduced
194
Closed
67
Calls
$218M
Puts
$597M
Net Calls
-$379M
Net Calls Change
+$69.5M

Top Buyers

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

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.25B
2
ACM
2
Americafirst Capital Management
California
$0
3
Citigroup
3
Citigroup
New York
$99.7M
4
SG Americas Securities
4
SG Americas Securities
New York
$56M
5
Deutsche Bank
5
Deutsche Bank
Germany
$58.6M
Name Market Value Shares Shares
Change 		Shares
Change %
LWA
501
Lenox Wealth Advisors
New York
$17K 579 – –
HR
502
Howe & Rusling
New York
$16K 560 – –
PO
503
Private Ocean
California
$15K 500 – –
WTC
504
WhitTier Trust Company
Nevada
$15K 500 – –
ANBT
505
American National Bank & Trust
Texas
$15K 500 – –
OC
506
Oakworth Capital
Alabama
$15K 515 +515 New
TFA
507
Transamerica Financial Advisors
Florida
$14K 460 -200 -30%
WAS
508
WESPAC Advisors SoCal
California
$14K 500 +500 New
RPG
509
Risk Paradigm Group
Texas
$13.7K 468 -178 -28%
LWCFA
510
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$12K 400 – –
HIIFS
511
Harel Insurance Investments & Financial Services
Israel
$12K 400 +400 New
GBBWRPM
512
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$12K 400 +400 New
EWM
513
Endurance Wealth Management
Rhode Island
$10K 345 +345 New
WTB
514
Washington Trust Bank
Washington
$10K 350 +350 New
PMFA
515
Plante Moran Financial Advisors
Michigan
$7K 250 -1,183 -83%
BFEC
516
Benjamin F. Edwards & Company
Missouri
$7K 250 – –
RFA
517
Reilly Financial Advisors
California
$6K 210 -300 -59%
FMII
518
Farmers & Merchants Investments Inc
Nebraska
$6K 200 – –
GWS
519
Glassman Wealth Services
Virginia
$6K 222 +3 +1%
HIM
520
Hillsdale Investment Management
Ontario, Canada
$4K 150 -16,200 -99%
PFS
521
Physicians Financial Services
North Carolina
$4K 140 +140 New
ARMC
522
American Research & Management Company
Massachusetts
$3K 100 – –
WAS
523
Winch Advisory Services
Wisconsin
$3K 109 +1 +0.9%
DAM
524
Delta Asset Management
Tennessee
$3K 103 +1 +1%
BWA
525
Burt Wealth Advisors
Maryland
$3K 133 +2 +2%
19 20
21
22 23