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Blackstone
BX

Overview Fund Activity

638 hedge funds and large institutions have $13.9B invested in Blackstone in 2019 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 197 increasing their positions, 215 reducing their positions, and 162 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
638
Holders Change
-93
Holders Change %
-12.72%
% of All Funds
13.88%
Holding in Top 10
40
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+37.93%
% of All Funds
0.87%
New
81
Increased
197
Reduced
215
Closed
162
Calls
$650M
Puts
$664M
Net Calls
-$14.7M
Net Calls Change
-$117M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$526M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$404M
3
UBS Group
UBS Group
Switzerland
+$281M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$270M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$235M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$408M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$125M
3
Morgan Stanley
Morgan Stanley
New York
-$121M
4
Deutsche Bank
Deutsche Bank
Germany
-$115M
5
Select Equity Group
Select Equity Group
New York
-$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
ATIA
526
American Trust Investment Advisors
New Hampshire
$227K +$227K +5,105 New
JCM
527
Jacobi Capital Management
Pennsylvania
$226K +$23.7K +533 +12%
AWS
528
AJ Wealth Strategies
New York
$223K -$230K -5,191 -51%
FFA
529
First Foundation Advisors
California
$222K +$222K +5,000 New
EFSCE
530
Enterprise Financial Services Corp (EFSC)
Missouri
$220K +$220K +4,949 New
SMFS
531
Squar Milner Financial Services
California
$219K -$189K -4,250 -46%
AA
532
AlphaMark Advisors
Kentucky
$217K +$6.43K +145 +3%
BIA
533
BHK Investment Advisors
Alabama
$213K +$213K +4,800 New
WF
534
Welch & Forbes
Massachusetts
$209K +$209K +4,700 New
WA
535
WealthTrust Axiom
Pennsylvania
$208K +$208K +4,700 New
IF
536
IRON Financial
Illinois
$208K +$208K +5,935 New
APP
537
Avantax Planning Partners
Iowa
$206K +$206K +4,449 New
Fisher Asset Management
538
Fisher Asset Management
Washington
$206K +$206K +4,639 New
WT
539
Washington Trust
Rhode Island
$206K +$206K +4,650 New
KC
540
Kingfisher Capital
North Carolina
$204K +$204K +4,593 New
SCM
541
Southport Capital Management
Tennessee
$204K +$204K +4,600 New
LC
542
Lindbrook Capital
California
$202K +$113K +2,562 +128%
CFD
543
Creative Financial Designs
Indiana
$189K -$19.7K -425 -9%
QFA
544
Quattro Financial Advisors
Texas
$188K +$188K +4,140 New
RWA
545
Ropes Wealth Advisors
Massachusetts
$182K +$88.8K +2,000 +95%
BFEC
546
Benjamin F. Edwards & Company
Missouri
$179K +$140K +3,161 +365%
SCP
547
Syntal Capital Partners
Texas
$169K +$169K +3,818 New
AIM
548
Anchor Investment Management
South Carolina
$160K – – –
SL
549
Salomon & Ludwin
Virginia
$158K +$158K +3,551 New
AIM
550
Advantage Investment Management
Iowa
$151K – – –
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