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Blackstone
BX

Overview Fund Activity

466 hedge funds and large institutions have $10.8B invested in Blackstone in 2014 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 174 increasing their positions, 135 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
466
Holders Change
+40
Holders Change %
+9.39%
% of All Funds
12.44%
Holding in Top 10
32
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+18.52%
% of All Funds
0.85%
New
88
Increased
174
Reduced
135
Closed
41
Calls
$319M
Puts
$871M
Net Calls
-$553M
Net Calls Change
-$24.4M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$296M
2
SG Americas Securities
SG Americas Securities
New York
+$99.1M
3
ClearBridge Investments
ClearBridge Investments
New York
+$51.6M
4
JHIU
Janus Henderson Investors US
Colorado
+$46.1M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$40M

Top Sellers

1
ACM
Americafirst Capital Management
California
-$3.23B
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$150M
3
CS
Credit Suisse
Switzerland
-$95.6M
4
IG
ING Group
Netherlands
-$88M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$81.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
176
Jackson Wealth Management
Florida
$2.62M +$2.62M +78,904 New
AW
177
ACG Wealth
Georgia
$2.62M +$104K +3,143 +4%
William Blair & Company
178
William Blair & Company
Illinois
$2.61M -$267K -8,040 -9%
BA
179
Birinyi Associates
Connecticut
$2.55M -$646K -19,463 -20%
AIU
180
Algebris Investments (UK)
United Kingdom
$2.53M -$1.11M -33,418 -30%
BCM
181
BTR Capital Management
California
$2.52M +$186K +5,595 +8%
FNBT
182
FineMark National Bank & Trust
Florida
$2.46M +$105K +3,159 +4%
GC
183
Gruss & Co
Florida
$2.45M +$1.1M +33,118 +81%
CAM
184
Cacti Asset Management
Georgia
$2.45M – – –
LTFS
185
Ladenburg Thalmann Financial Services
Florida
$2.39M +$103K +3,097 +4%
RIL
186
Rothschild Investment LLC
Illinois
$2.36M +$2.36M +71,136 New
TAM
187
Tocqueville Asset Management
New York
$2.36M -$222K -6,675 -9%
PGFC
188
Peapack-Gladstone Financial Corp
New Jersey
$2.34M +$390K +11,744 +20%
CGC
189
Cloud Gate Capital
Illinois
$2.3M +$2.3M +69,399 New
TYCC
190
Texas Yale Capital Corp
Florida
$2.29M +$2.01M +60,453 +707%
NIM
191
Northeast Investment Management
Massachusetts
$2.27M +$54.5K +1,643 +2%
SCA
192
Stonebridge Capital Advisors
Minnesota
$2.25M +$105K +3,150 +5%
American Century Companies
193
American Century Companies
Missouri
$2.19M +$896 +27 +0%
M&T Bank
194
M&T Bank
New York
$2.16M -$152K -4,581 -7%
CIBC Asset Management
195
CIBC Asset Management
Ontario, Canada
$2.07M -$73.5K -2,215 -3%
CPIG
196
Chicago Partners Investment Group
Illinois
$2.04M +$2.04M +61,523 New
11A
197
10-15 Associates
New York
$2.04M -$83.7K -2,522 -4%
RA
198
Royce & Associates
New York
$2.03M – – –
JIC
199
JRM Investment Counsel
Nebraska
$1.99M +$1.99M +60,045 New
LAM
200
Lingohr Asset Management
Germany
$1.95M -$1.95M -59,407 -50%
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