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Blackrock

854 hedge funds and large institutions have $43.8B invested in Blackrock in 2015 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 396 increasing their positions, 264 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 396 | Existing positions reduced: 264

0.61% more ownership

Funds ownership: 87.08%87.7% (+0.61%)

1% less funds holding

Funds holding: 860854 (-6)

3% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 79

11% less capital invested

Capital invested by funds: $49.5B → $43.8B (-$5.65B)

33% less funds holding in top 10

Funds holding in top 10: 4530 (-15)

35% less call options, than puts

Call options by funds: $140M | Put options by funds: $217M

Holders
854
Holders Change
-6
Holders Change %
-0.7%
% of All Funds
23.84%
Holding in Top 10
30
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-33.33%
% of All Funds
0.84%
New
77
Increased
396
Reduced
264
Closed
79
Calls
$140M
Puts
$217M
Net Calls
-$76.5M
Net Calls Change
+$217M
Name Holding Trade Value Shares
Change
Change in
Stake
PP
26
Prudential plc
United Kingdom
$281M +$64M +198,399 +27%
Neuberger Berman Group
27
Neuberger Berman Group
New York
$264M +$13.3M +41,276 +5%
VOYA Investment Management
28
VOYA Investment Management
Georgia
$216M +$45.2M +140,043 +24%
LCOV
29
London Company of Virginia
Virginia
$194M +$8.42M +26,101 +4%
AllianceBernstein
30
AllianceBernstein
Tennessee
$189M -$2.12M -6,577 -1%
EIP
31
Epoch Investment Partners
New York
$182M -$4.76M -14,751 -2%
JHIU
32
Janus Henderson Investors US
Colorado
$160M +$47M +145,673 +37%
Goldman Sachs
33
Goldman Sachs
New York
$157M +$70.7M +219,034 +71%
Fayez Sarofim & Co
34
Fayez Sarofim & Co
Texas
$155M -$10.9M -33,934 -6%
APG Asset Management
35
APG Asset Management
Netherlands
$154M -$14M -43,303 -8%
Legal & General Group
36
Legal & General Group
United Kingdom
$153M +$4.12M +12,782 +3%
Mawer Investment Management
37
Mawer Investment Management
Alberta, Canada
$151M +$10.6M +32,795 +7%
BG
38
Bahl & Gaynor
Ohio
$138M +$762K +2,363 +0.5%
Federated Hermes
39
Federated Hermes
Pennsylvania
$137M +$15.7M +48,579 +12%
TD Asset Management
40
TD Asset Management
Ontario, Canada
$128M +$136K +420 +0.1%
CI
41
Cincinnati Insurance
Ohio
$111M
Deutsche Bank
42
Deutsche Bank
Germany
$108M -$55.1M -170,836 -32%
UBS AM
43
UBS AM
Illinois
$106M -$17.9M -55,481 -13%
EAM
44
Edge Asset Management
Washington
$106M +$2.02M +6,252 +2%
CS
45
Credit Suisse
Switzerland
$102M -$6.41M -19,854 -5%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$100M -$1.17M -3,623 -1%
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$99.3M +$3.24M +10,050 +3%
TCIM
48
TIAA CREF Investment Management
New York
$98.2M -$54.5M -168,954 -34%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$97.5M -$6.58M -20,400 -6%
Charles Schwab
50
Charles Schwab
California
$95.9M +$2.01M +6,235 +2%

BLK Hedge Fund Activity: Q3 2015 in Review

854 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Blackrock (BLK) for Q3 2015, worth a combined $43.8B — down 11% from $49.5B a quarter earlier.

Sellers outnumbered buyers: 79 funds closed out of BLK and 77 opened new positions — a net loss of 2 holders — while 264 trimmed existing stakes and 396 added.

The largest buyer was Bank of America, adding an estimated $726M. The largest seller was Fidelity Investments, cutting an estimated $393M.

  • 854 institutional investors held Blackrock (BLK) as of Q3 2015, down from 860 in Q2 2015.
  • Funds reported $43.8B of Blackrock stock for Q3 2015, down 11% quarter-over-quarter.
  • 77 funds opened new Blackrock positions in Q3 2015 and 79 closed out, a net change of -2 holders.
  • The largest Blackrock buyer in Q3 2015 was Bank of America, an estimated $726M added.
  • The largest Blackrock seller in Q3 2015 was Fidelity Investments, an estimated $393M sold.

Based on aggregated 13F filings for Q3 2015.