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Blackrock

965 hedge funds and large institutions have $53.2B invested in Blackrock in 2017 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 387 increasing their positions, 364 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 70

6% more repeat investments, than reductions

Existing positions increased: 387 | Existing positions reduced: 364

0% more capital invested

Capital invested by funds: $53.1B → $53.2B (+$93.3M)

0% more funds holding

Funds holding: 965965 (0)

0.69% less ownership

Funds ownership: 86.19%85.5% (-0.69%)

16% less funds holding in top 10

Funds holding in top 10: 3832 (-6)

27% less call options, than puts

Call options by funds: $244M | Put options by funds: $335M

Holders
965
Holders Change
Holders Change %
0%
% of All Funds
24.02%
Holding in Top 10
32
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15.79%
% of All Funds
0.8%
New
83
Increased
387
Reduced
364
Closed
70
Calls
$244M
Puts
$335M
Net Calls
-$91.2M
Net Calls Change
+$108M
Name Holding Trade Value Shares
Change
Change in
Stake
CL
676
CPWM LLC
Washington
$559K -$118K -308 -17%
NIPH
677
NN Investment Partners Holdings
Netherlands
$555K +$14.9K +39 +3%
AP
678
Appleton Partners
Massachusetts
$550K +$209K +546 +62%
KLI
679
Kelman-Lazarov Inc
Tennessee
$533K
SPC
680
Sigma Planning Corp
Michigan
$530K +$23.3K +61 +5%
CANC
681
Culbertson A N & Co
Virginia
$529K
FBFS
682
First Business Financial Services
Wisconsin
$527K +$47.4K +124 +10%
MWAC
683
Mariner Wealth Advisors (Cincinnati)
Ohio
$527K +$166K +433 +46%
IHL
684
Investment House LLC
California
$520K
LG
685
LaFleur & Godfrey
Michigan
$519K
CBU
686
CIBC Bank USA
Illinois
$510K -$55.5K -145 -10%
TWM
687
Torch Wealth Management
Ohio
$510K
SWP
688
Stratos Wealth Partners
Ohio
$510K +$119K +311 +30%
FCM
689
Flinton Capital Management
Pennsylvania
$509K -$441K -1,152 -46%
BHBT
690
Burke & Herbert Bank & Trust
Virginia
$507K +$39.4K +103 +8%
FAM
691
Formidable Asset Management
Ohio
$502K -$28.7K -75 -5%
WIS
692
Wright Investors Service
Connecticut
$501K +$36.3K +95 +8%
PFS
693
Prospera Financial Services
Texas
$492K -$2.68K -7 -0.5%
ST
694
Sabal Trust
Florida
$492K
CCA
695
Checchi Capital Advisers
California
$482K -$71.2K -186 -13%
TC
696
TFS Capital
Pennsylvania
$479K +$478K +1,249 New
BFS
697
Bradley Foster & Sargent
Connecticut
$465K -$38.3K -100 -8%
TCM
698
Tributary Capital Management
Nebraska
$464K -$72.7K -190 -14%
CA
699
Cambridge Advisors
Nebraska
$460K -$9.56K -25 -2%
CIA
700
Choate Investment Advisors
Massachusetts
$454K

BLK Hedge Fund Activity: Q1 2017 in Review

965 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Blackrock (BLK) for Q1 2017, worth a combined $53.2B — up 0.18% from $53.1B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new BLK positions and 70 closed out — a net gain of 13 holders — while 387 added to existing stakes and 364 trimmed.

The largest buyer was BlackRock, adding an estimated $2.42B. The largest seller was Morgan Stanley, cutting an estimated $208M.

  • 965 institutional investors held Blackrock (BLK) as of Q1 2017, unchanged from Q4 2016.
  • Funds reported $53.2B of Blackrock stock for Q1 2017, up 0.18% quarter-over-quarter.
  • 83 funds opened new Blackrock positions in Q1 2017 and 70 closed out, a net change of +13 holders.
  • The largest Blackrock buyer in Q1 2017 was BlackRock, an estimated $2.42B added.
  • The largest Blackrock seller in Q1 2017 was Morgan Stanley, an estimated $208M sold.

Based on aggregated 13F filings for Q1 2017.