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Blackrock

882 hedge funds and large institutions have $48.7B invested in Blackrock in 2015 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 348 increasing their positions, 323 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 67

47% more funds holding in top 10

Funds holding in top 10: 3044 (+14)

11% more capital invested

Capital invested by funds: $43.8B → $48.7B (+$4.83B)

3% more funds holding

Funds holding: 854882 (+28)

8% more repeat investments, than reductions

Existing positions increased: 348 | Existing positions reduced: 323

0.15% less ownership

Funds ownership: 87.7%87.55% (-0.15%)

58% less call options, than puts

Call options by funds: $146M | Put options by funds: $344M

Holders
882
Holders Change
+28
Holders Change %
+3.28%
% of All Funds
23.14%
Holding in Top 10
44
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+46.67%
% of All Funds
1.15%
New
104
Increased
348
Reduced
323
Closed
67
Calls
$146M
Puts
$344M
Net Calls
-$199M
Net Calls Change
-$122M
Name Holding Trade Value Shares
Change
Change in
Stake
HW
651
Hedeker Wealth
Illinois
$596K
PFS
652
Prospera Financial Services
Texas
$593K +$58.5K +172 +11%
DWA
653
Douglass Winthrop Advisors
New York
$581K +$1.7K +5 +0.3%
LGC
654
Laurel Grove Capital
California
$579K
CL
655
CPWM LLC
Washington
$574K +$16K +47 +3%
AAS
656
Annex Advisory Services
Wisconsin
$572K +$75.2K +221 +15%
CG
657
Cutler Group
California
$572K +$571K +1,680 New
WS
658
Wedbush Securities
California
$566K +$43.9K +129 +8%
SIA
659
Starfire Investment Advisers
Michigan
$562K
GHAM
660
Gilman Hill Asset Management
Connecticut
$553K
CCM
661
CrestPoint Capital Management
Missouri
$545K
IIM
662
Intact Investment Management
Quebec, Canada
$545K
IFAM
663
Institutional & Family Asset Management
Colorado
$544K +$544K +1,599 New
KCM
664
Kanawha Capital Management
Virginia
$543K +$51K +150 +10%
LMIM
665
Lockheed Martin Investment Management
Maryland
$541K
FPFS
666
First Personal Financial Services
North Carolina
$540K -$42.2K -124 -7%
TF
667
Tompkins Financial
New York
$536K +$43.9K +129 +9%
MLIC
668
Mandatum Life Insurance Company
Finland
$530K +$529K +1,555 New
IG
669
ING Group
Netherlands
$529K +$529K +1,555 New
EGA
670
E&G Advisors
Texas
$528K -$153K -450 -23%
MAM
671
Mizuho Asset Management
Japan
$524K +$58.5K +172 +13%
WAM
672
Wealthspire Advisors (Maryland)
Maryland
$521K +$520K +1,530 New
LIM
673
Leavell Investment Management
Alabama
$519K -$2.38K -7 -0.5%
LNWWM
674
Laird Norton Wetherby Wealth Management
California
$513K +$45.9K +135 +10%
SPC
675
Sigma Planning Corp
Michigan
$508K +$1.7K +5 +0.3%

BLK Hedge Fund Activity: Q4 2015 in Review

882 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Blackrock (BLK) for Q4 2015, worth a combined $48.7B — up 11% from $43.8B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new BLK positions and 67 closed out — a net gain of 37 holders — while 348 added to existing stakes and 323 trimmed.

The largest buyer was Capital World Investors, adding an estimated $362M. The largest seller was Fidelity Investments, cutting an estimated $214M.

  • 882 institutional investors held Blackrock (BLK) as of Q4 2015, up from 854 in Q3 2015.
  • Funds reported $48.7B of Blackrock stock for Q4 2015, up 11% quarter-over-quarter.
  • 104 funds opened new Blackrock positions in Q4 2015 and 67 closed out, a net change of +37 holders.
  • The largest Blackrock buyer in Q4 2015 was Capital World Investors, an estimated $362M added.
  • The largest Blackrock seller in Q4 2015 was Fidelity Investments, an estimated $214M sold.

Based on aggregated 13F filings for Q4 2015.