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Blackstone
BX

Overview Fund Activity

701 hedge funds and large institutions have $12.6B invested in Blackstone in 2018 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 237 increasing their positions, 211 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
701
Holders Change
+32
Holders Change %
+4.78%
% of All Funds
16.05%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.62%
New
80
Increased
237
Reduced
211
Closed
44
Calls
$665M
Puts
$455M
Net Calls
+$211M
Net Calls Change
+$84.5M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$128M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$112M
3
Russell Investments Group
Russell Investments Group
United Kingdom
+$84.2M
4
Capital International Investors
Capital International Investors
California
+$82.7M
5
IG
ING Group
Netherlands
+$54.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$186M
2
Parallax Volatility Advisers
Parallax Volatility Advisers
California
-$46.2M
3
FMI
Factory Mutual Insurance
Massachusetts
-$45.7M
4
AU
Algebris (UK)
United Kingdom
-$43M
5
CFM
Coronation Fund Managers
South Africa
-$31M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFS
551
Bradley Foster & Sargent
Connecticut
$228K -$105K -2,750 -31%
Lazard Asset Management
552
Lazard Asset Management
New York
$228K – – –
MCA
553
Mercer Capital Advisers
New Jersey
$228K – – –
NEPWA
554
New England Private Wealth Advisors
Massachusetts
$228K +$228K +6,000 New
ACM
555
Alethea Capital Management
Washington
$228K +$228K +6,000 New
SG
556
Somerset Group
Minnesota
$228K +$228K +6,000 New
PH
557
Pinnacle Holdings
Oklahoma
$228K – – –
CCA
558
Clearwater Capital Advisors
Illinois
$226K -$262K – –
MSFP
559
Mark Sheptoff Financial Planning
Connecticut
$225K – – –
CAAS
560
Capital Asset Advisory Services
Michigan
$222K +$222K +5,825 New
1IA
561
1834 Investment Advisors
Wisconsin
$221K +$98.5K +2,585 +80%
NWP
562
Northstar Wealth Partners
Connecticut
$220K -$44.5K -1,172 -17%
MC
563
Mathes Company
New York
$220K +$220K +5,750 New
CL
564
CPWM LLC
Washington
$220K +$220K +5,770 New
FCM
565
Flinton Capital Management
Pennsylvania
$219K – – –
JCM
566
Janney Capital Management
Pennsylvania
$219K +$219K +5,750 New
IC
567
Intersect Capital
California
$214K – – –
LA
568
LexAurum Advisors
Kansas
$213K +$213K +5,585 New
PA
569
Parallel Advisors
California
$211K +$95.1K +2,495 +82%
AWM
570
AE Wealth Management
Kansas
$211K +$211K +5,530 New
PP
571
PagnatoKarp Partners
Virginia
$209K +$209K +5,478 New
GWM
572
Graybill Wealth Management
Illinois
$209K +$209K +5,500 New
RCAG
573
Rehmann Capital Advisory Group
Michigan
$207K +$22.6K +593 +12%
FWM
574
Frontier Wealth Management
Missouri
$204K -$743K -19,470 -78%
BBA
575
BLB&B Advisors
Pennsylvania
$203K -$163K -4,296 -45%
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