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Blackrock
BLK

Overview Fund Activity

774 hedge funds and large institutions have $46.1B invested in Blackrock in 2014 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 315 increasing their positions, 297 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
774
Holders Change
+4
Holders Change %
+0.52%
% of All Funds
22.37%
Holding in Top 10
41
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.89%
% of All Funds
1.18%
New
63
Increased
315
Reduced
297
Closed
49
Calls
$160M
Puts
$334M
Net Calls
-$173M
Net Calls Change
+$70.3M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$3.18B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.61B
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$604M
4
Morgan Stanley
4
Morgan Stanley
New York
$741M
5
Prudential Financial
5
Prudential Financial
New Jersey
$166M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$1.17B
2
BTS
2
BB&T Securities
Virginia
$18.4M
3
PP
3
Prudential plc
United Kingdom
$255K
4
Capital International Investors
4
Capital International Investors
California
$34.7M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WSTAM
676
Wilbanks Smith & Thomas Asset Management
Virginia
$241K +$7.25K +23 +3%
NRS
677
Neville Rodie & Shaw
New York
$239K +$10.7K +34 +5%
Mariner
678
Mariner
Kansas
$236K -$80.9K -257 -26%
YMRC
679
Yorktown Management & Research Company
Virginia
$236K – – –
CCA
680
Checchi Capital Advisers
California
$233K +$233K +740 New
AIM
681
Aspen Investment Management
Michigan
$230K +$4.73K +15 +2%
SC
682
Savant Capital
Illinois
$226K -$3.14K -10 -1%
TCM
683
Tetrem Capital Management
Manitoba, Canada
$225K +$26.1K +83 +13%
CFA
684
Cahill Financial Advisors
Minnesota
$224K – – –
GLI
685
Guardian Life Insurance
New York
$224K – – –
JWA
686
JFS Wealth Advisors
Pennsylvania
$222K +$12.6K +40 +6%
AW
687
Alpha Windward
Massachusetts
$221K -$1.57K -5 -0.7%
CCM
688
CrestPoint Capital Management
Missouri
$220K -$157K -500 -42%
LGC
689
Laurel Grove Capital
California
$220K – – –
AAM
690
Advisors Asset Management
Colorado
$220K – – –
AFG
691
Albion Financial Group
Utah
$220K – – –
AAC
692
Asset Advisors Corp
Georgia
$220K +$94.3K +300 +75%
GAM
693
Guinness Asset Management
United Kingdom
$220K +$126K +400 +133%
LJHT
694
Laurie J. Hall Trustee
$220K +$220K +700 New
Creative Planning
695
Creative Planning
Kansas
$218K -$40.8K -130 -16%
EA
696
Emerald Advisers
Pennsylvania
$217K -$17.3K -55 -7%
SCCM
697
Schafer Cullen Capital Management
New York
$214K – – –
SI
698
SII Investments
Wisconsin
$212K -$8.59K -29 -4%
DADC
699
D.A. Davidson & Co
Montana
$210K -$71.5K -230 -25%
ICAS
700
Investors Capital Advisory Services
Massachusetts
$209K +$209K +665 New
26 27
28
29 30