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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.

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
1
Capital International Investors
California
$526M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$720M
3
UBS Group
3
UBS Group
Switzerland
$573M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$985M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$235M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$530M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$453M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.34B
4
Deutsche Bank
4
Deutsche Bank
Germany
$19.4M
5
Select Equity Group
5
Select Equity Group
New York
$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWA
601
Guidant Wealth Advisors
Illinois
$23K +$218 +5 +1%
QAM
602
QCI Asset Management
New York
$22K -$176K -4,000 -89%
TCOV
603
Trust Company of Vermont
Vermont
$19K – – –
TIM
604
Tortoise Investment Management
New York
$18K – – –
HWA
605
Heritage Wealth Advisors
Virginia
$17.8K – – –
WAS
606
Winch Advisory Services
Wisconsin
$15K -$4.88K -111 -25%
EWM
607
Endurance Wealth Management
Rhode Island
$15K – – –
AWM
608
AllSquare Wealth Management
New York
$15K – – –
RFA
609
Reilly Financial Advisors
California
$14K – – –
AWM
610
Avior Wealth Management
Nebraska
$14K +$14K +310 New
KFS
611
Kelly Financial Services
Massachusetts
$13.3K – – –
AC
612
Avestar Capital
New York
$12K – – –
PCTC
613
Perkins Coie Trust Company
Washington
$10K – – –
AOWM
614
Alpha Omega Wealth Management
Virginia
$9K – – –
GWMIA
615
Global Wealth Management Investment Advisory
Florida
$9K – – –
AIC
616
Archer Investment Corporation
Indiana
$9K – – –
BEI
617
Benjamin Edwards Inc
Missouri
$9K – – –
SJIM
618
St. Johns Investment Management
Florida
$9K – – –
CHC
619
City Holding Co
West Virginia
$8K – – –
SFG
620
SevenBridge Financial Group
Pennsylvania
$8K – – –
BCI
621
Brinker Capital Investments
Pennsylvania
$8K +$87 +2 +1%
CAL
622
Capital Analysts LLC
Pennsylvania
$7K -$840 -18 -11%
ME
623
McIlrath & Eck
Washington
$7K – – –
SNT
624
Security National Trust
West Virginia
$7K +$7K +165 New
PCG
625
Private Capital Group
Connecticut
$7K +$7K +216 New
23 24
25
26 27