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Blackrock
BLK

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
859
Holders Change
+72
Holders Change %
+9.15%
% of All Funds
22.93%
Holding in Top 10
48
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+20%
% of All Funds
1.28%
New
114
Increased
341
Reduced
296
Closed
34
Calls
$196M
Puts
$429M
Net Calls
-$233M
Net Calls Change
-$160M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.09B
2
State Street
2
State Street
Massachusetts
$2.02B
3
ClearBridge Investments
3
ClearBridge Investments
New York
$403M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.3B
5
BFA
5
BlackRock Fund Advisors
California
$488M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.45B
2
Winslow Capital Management
2
Winslow Capital Management
Minnesota
$356M
3
DCP
3
DSM Capital Partners
Florida
$80.8M
4
Ameriprise
4
Ameriprise
Minnesota
$897M
5
Morgan Stanley
5
Morgan Stanley
New York
$852M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCT
601
Capital City Trust
Florida
$848K +$41.1K +115 +5%
CBB
602
Citizens Business Bank
California
$846K +$846K +2,365 New
BCP
603
Blue Chip Partners
Michigan
$832K +$832K +2,328 New
CAM
604
Cypress Asset Management
Texas
$826K +$249K +695 +43%
ATC
605
Argent Trust Company
Louisiana
$804K -$162K -454 -17%
PWS
606
Peloton Wealth Strategists
Indiana
$787K – – –
HRIA
607
Haberer Registered Investment Advisor
Ohio
$786K -$125K -350 -14%
Bank of Nova Scotia
608
Bank of Nova Scotia
Ontario, Canada
$782K +$14.7K +41 +2%
TFCP
609
Twin Focus Capital Partners
Massachusetts
$769K – – –
RCM
610
RNC Capital Management
California
$760K -$17.9K -50 -2%
Creative Planning
611
Creative Planning
Kansas
$758K +$75.8K +212 +11%
TCOO
612
Trust Company of Oklahoma
Oklahoma
$753K +$270K +754 +56%
FMLI
613
Fukoku Mutual Life Insurance
Japan
$751K -$2.86M -8,000 -79%
Envestnet Asset Management
614
Envestnet Asset Management
Illinois
$740K -$229K -641 -24%
CCA
615
Catalyst Capital Advisors
New York
$733K +$48.6K +136 +7%
EGA
616
E&G Advisors
Texas
$715K – – –
TMC
617
Trellus Management Company
Florida
$715K – – –
FPFS
618
First Personal Financial Services
North Carolina
$711K +$711K +1,990 New
HCC
619
Hirtle Callaghan & Co
Pennsylvania
$710K +$62.9K +176 +10%
RNS
620
Robert N. Shapiro
$708K -$15.3K -43 -2%
CS
621
Candriam SCA
Luxembourg
$701K +$701K +1,961 New
1GA
622
1st Global Advisors
Texas
$689K +$2.5K +7 +0.4%
MC
623
Middleton & Co
Massachusetts
$669K -$5.37K -15 -0.8%
DAS
624
Dynamic Advisor Solutions
Arizona
$653K +$12.5K +35 +2%
DWT
625
Dorsey & Whitney Trust
South Dakota
$647K +$75.1K +210 +13%
23 24
25
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