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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
$2.17B
3
IG
ING Group
Netherlands
$400M
4
Morgan Stanley
Morgan Stanley
New York
$1.17B
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$234M

Top Sellers

1
ACM
Americafirst Capital Management
California
$0
2
UBS Group
UBS Group
Switzerland
$226M
3
HT
HAP Trading
New York
$4.03M
4
Calamos Advisors
Calamos Advisors
Illinois
$70.9M
5
EVM
Eaton Vance Management
Massachusetts
$4.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
LH
201
Lebenthal Holdings
New York
$2.48M +$1.99M +52,201 +410%
RIG
202
Renaissance Investment Group
Massachusetts
$2.47M +$2.47M +64,625 New
WB
203
Webster Bank
Connecticut
$2.43M +$2.43M +63,733 New
BCM
204
BTR Capital Management
California
$2.38M -$516K -13,528 -18%
11A
205
10-15 Associates
New York
$2.35M +$6.1K +160 +0.3%
RA
206
Royce & Associates
New York
$2.33M – – –
IAM
207
Integre Asset Management
New York
$2.32M +$540K +14,155 +30%
PTC
208
Private Trust Company
Ohio
$2.3M +$63.8K +1,671 +3%
CPIG
209
Chicago Partners Investment Group
Illinois
$2.3M +$261K +7,870 +13%
MFS
210
MSI Financial Services
Massachusetts
$2.22M +$625K +16,387 +39%
PAG
211
Private Advisor Group
New Jersey
$2.21M +$731K +19,157 +50%
OIA
212
Optimum Investment Advisors
Illinois
$2.2M +$123K +3,210 +6%
PSI
213
Pinnacle Summer Investments
Virginia
$2.17M -$1.58M -1,800 -42%
CPA
214
Cowen Prime Advisors
New York
$2.17M +$949K +24,863 +78%
Cambridge Investment Research Advisors
215
Cambridge Investment Research Advisors
Iowa
$2.15M +$232K +6,069 +12%
MM
216
Midas Management
New York
$2.14M – – –
BIC
217
Beach Investment Counsel
Pennsylvania
$2.13M – – –
KWMG
218
King Wealth Management Group
Florida
$2.13M +$422K +11,061 +25%
ESBC
219
E.S. Barr & Co
Kentucky
$2.12M – – –
HC
220
Hawkins Capital
Texas
$2.1M – – –
CFA
221
Camarda Financial Advisors
Florida
$2.07M +$2.07M +54,196 New
MC
222
Moors & Cabot
Massachusetts
$2.05M +$137K +3,565 +7%
1832 Asset Management
223
1832 Asset Management
Ontario, Canada
$2.04M -$2.63M -68,852 -56%
SI
224
SII Investments
Wisconsin
$2.03M -$77 -2 -0%
NCM
225
Narwhal Capital Management
Georgia
$2M – – –
7 8
9
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