Blackrock
BLK
859 hedge funds and large institutions have $66.5B invested in Blackrock in 2014 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 341 increasing their positions, 296 reducing their positions, and 34 closing their positions.
235% more first-time investments, than exits
New positions opened: 114 | Existing positions closed: 34
39% more capital invested
Capital invested by funds: $47.8B → $66.5B (+$18.7B)
20% more funds holding in top 10
Funds holding in top 10: 40 → 48 (+8)
15% more repeat investments, than reductions
Existing positions increased: 341 | Existing positions reduced: 296
9% more funds holding
Funds holding: 787 → 859 (+72)
0.06% less ownership
Funds ownership: 87.83% → 87.77% (-0.06%)
54% less call options, than puts
Call options by funds: $196M | Put options by funds: $429M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$157M |
| 2 |
State Street
Boston,
Massachusetts
|
+$98.8M |
| 3 |
ClearBridge Investments
New York
|
+$81.6M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$74M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$51.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$208M |
| 2 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$197M |
| 3 |
DCP
DSM Capital Partners
Palm Beach Gardens,
Florida
|
-$102M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$89.4M |
| 5 |
Morgan Stanley
New York
|
-$81.4M |
BLK Hedge Fund Activity: Q4 2014 in Review
859 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Blackrock (BLK) for Q4 2014, worth a combined $66.5B — up 39% from $47.8B a quarter earlier.
Buyers outnumbered sellers: 114 funds opened new BLK positions and 34 closed out — a net gain of 80 holders — while 341 added to existing stakes and 296 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $157M. The largest seller was Fidelity Investments, cutting an estimated $208M.
- 859 institutional investors held Blackrock (BLK) as of Q4 2014, up from 787 in Q3 2014.
- Funds reported $66.5B of Blackrock stock for Q4 2014, up 39% quarter-over-quarter.
- 114 funds opened new Blackrock positions in Q4 2014 and 34 closed out, a net change of +80 holders.
- The largest Blackrock buyer in Q4 2014 was JP Morgan Chase, an estimated $157M added.
- The largest Blackrock seller in Q4 2014 was Fidelity Investments, an estimated $208M sold.
Based on aggregated 13F filings for Q4 2014.