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Blackstone
BX

Overview Fund Activity

517 hedge funds and large institutions have $12.3B invested in Blackstone in 2015 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 198 increasing their positions, 133 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
517
Holders Change
+51
Holders Change %
+10.94%
% of All Funds
13.79%
Holding in Top 10
42
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+31.25%
% of All Funds
1.12%
New
89
Increased
198
Reduced
133
Closed
30
Calls
$285M
Puts
$536M
Net Calls
-$251M
Net Calls Change
+$302M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$145M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$117M
3
IG
ING Group
Netherlands
+$114M
4
Morgan Stanley
Morgan Stanley
New York
+$96.3M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$88.1M

Top Sellers

1
ACM
Americafirst Capital Management
California
-$488M
2
UBS Group
UBS Group
Switzerland
-$128M
3
HT
HAP Trading
New York
-$69.7M
4
Calamos Advisors
Calamos Advisors
Illinois
-$64M
5
EVM
Eaton Vance Management
Massachusetts
-$63.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
176
Ladenburg Thalmann Financial Services
Florida
$3.32M +$569K +14,946 +21%
FAAS
177
First Allied Advisory Services
California
$3.3M +$1.32M +34,259 +66%
MCM
178
Millie Capital Management
California
$3.21M -$22.6K -591 -0.7%
WA
179
Whitebox Advisors
Minnesota
$3.18M +$5.38K +141 +0.2%
NIM
180
Northeast Investment Management
Massachusetts
$3.1M +$488K +12,792 +19%
CCM
181
Compton Capital Management
Rhode Island
$3.1M -$46.7K -1,223 -1%
William Blair & Company
182
William Blair & Company
Illinois
$3.08M +$81.7K +2,140 +3%
RIL
183
Rothschild Investment LLC
Illinois
$3.05M +$338K +8,866 +12%
MCTIC
184
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$3.01M -$31.1K -815 -1%
GBA
185
Garrison Bradford & Associates
New York
$3M -$739K -19,361 -20%
M&T Bank
186
M&T Bank
New York
$2.98M +$495K +12,960 +20%
FWM
187
Focused Wealth Management
New York
$2.96M -$80K -2,095 -3%
TNAM
188
Terra Nova Asset Management
New York
$2.93M +$2.93M +76,644 New
Renaissance Technologies
189
Renaissance Technologies
New York
$2.9M +$2.9M +75,934 New
Envestnet Asset Management
190
Envestnet Asset Management
Illinois
$2.85M +$2.84M +74,495 +39,003%
CAM
191
Cacti Asset Management
Georgia
$2.82M – – –
PGFC
192
Peapack-Gladstone Financial Corp
New Jersey
$2.81M +$121K +3,164 +4%
TAM
193
Tocqueville Asset Management
New York
$2.75M +$44.7K +1,172 +2%
Mirae Asset Global Investments
194
Mirae Asset Global Investments
South Korea
$2.7M +$598K +15,673 +28%
Parallax Volatility Advisers
195
Parallax Volatility Advisers
California
$2.67M +$2.67M +70,015 New
SCA
196
Stonebridge Capital Advisors
Minnesota
$2.61M +$31.8K +834 +1%
PWM
197
Perigon Wealth Management
California
$2.6M +$2.6M +67,990 New
SC
198
Scotia Capital
Ontario, Canada
$2.56M +$549K +14,384 +27%
JIC
199
JRM Investment Counsel
Nebraska
$2.49M +$194K +5,095 +8%
SSG
200
Summit Securities Group
New York
$2.49M +$583K +15,285 +31%
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