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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 %
TC
651
Trust Company
Kansas
$22K – – –
HFM
652
Hartford Financial Management
Connecticut
$22K – – –
OC
653
Oakworth Capital
Alabama
$21K – – –
NL
654
NVWM LLC
Pennsylvania
$21K – – –
MA
655
MCF Advisors
Kentucky
$19K -$16K – –
CAM
656
CenterStar Asset Management
Illinois
$19K – – –
TFS
657
TrustCore Financial Services
Tennessee
$19K – – –
FFC
658
First Financial Corp
Indiana
$19K +$19K +500 New
BWM
659
Baystate Wealth Management
Massachusetts
$18K +$280 +8 +2%
AF
660
Allworth Financial
California
$17K – – –
WAS
661
Winch Advisory Services
Wisconsin
$17K +$76 +2 +0.5%
ADL
662
Asset Dedication LLC
California
$16K – – –
SFA
663
Spectrum Financial Alliance
Kentucky
$15K – – –
TIM
664
Tortoise Investment Management
New York
$15K – – –
ANBT
665
American National Bank & Trust
Texas
$15K – – –
FHA
666
First Horizon Advisors
Tennessee
$15K – – –
PFGIA
667
Patriot Financial Group Insurance Agency
Massachusetts
$15K +$11.1K +296 +285%
HWA
668
Heritage Wealth Advisors
Virginia
$15K +$15K +400 New
PWAG
669
Polaris Wealth Advisory Group
California
$15K +$15K +400 New
DAM
670
Delta Asset Management
Tennessee
$14K -$2.21K -59 -14%
ML
671
McAdam LLC
Pennsylvania
$14K +$197 +5 +1%
LA
672
Legacy Advisors
Pennsylvania
$13K -$2.97K -80 -19%
EWM
673
Endurance Wealth Management
Rhode Island
$13K – – –
AWM
674
AllSquare Wealth Management
New York
$13K – – –
HT
675
Heritage Trust
Oklahoma
$13K – – –
25 26
27
28 29