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Blackrock
BLK

964 hedge funds and large institutions have $53.1B invested in Blackrock in 2016 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 352 increasing their positions, 351 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 47

27% more funds holding in top 10

Funds holding in top 10: 30 → 38 (+8)

7% more funds holding

Funds holding: 897 → 964 (+67)

5% more capital invested

Capital invested by funds: $50.6B → $53.1B (+$2.52B)

0% more repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 351

0.34% less ownership

Funds ownership: 86.53% → 86.19% (-0.34%)

43% less call options, than puts

Call options by funds: $261M | Put options by funds: $460M

Holders
964
Holders Change
+67
Holders Change %
+7.47%
% of All Funds
24.1%
Holding in Top 10
38
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+26.67%
% of All Funds
0.95%
New
132
Increased
352
Reduced
351
Closed
47
Calls
$261M
Puts
$460M
Net Calls
-$199M
Net Calls Change
-$123M

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$356M
2
Capital World Investors
Capital World Investors
California
+$232M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$214M
4
ClearBridge Investments
ClearBridge Investments
New York
+$175M
5
AAMU
Amundi Asset Management US
Massachusetts
+$164M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$661M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$334M
3
JP Morgan Chase
JP Morgan Chase
New York
-$287M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$280M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$135M
Name Holding Trade Value Shares
Change 		Change in
Stake
1832 Asset Management
51
1832 Asset Management
Ontario, Canada
$127M +$214M +582,836 New
Dimensional Fund Advisors
52
Dimensional Fund Advisors
Texas
$126M +$7.58M +20,681 +7%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$123M -$3.26M -8,900 -3%
CS
54
Credit Suisse
Switzerland
$119M +$29.2M +79,626 +34%
CIBC Private Wealth Group
55
CIBC Private Wealth Group
Georgia
$114M +$1.16M +3,161 +1%
Russell Investments Group
56
Russell Investments Group
United Kingdom
$114M +$110M +299,994 New
SP
57
Sarasin & Partners
United Kingdom
$113M +$887K +2,419 +0.8%
American Century Companies
58
American Century Companies
Missouri
$112M -$52.9M -144,208 -33%
HTC
59
Haverford Trust Company
Pennsylvania
$111M -$76.3K -208 -0.1%
California Public Employees Retirement System
60
California Public Employees Retirement System
California
$110M -$8.51M -23,200 -7%
JHIU
61
Janus Henderson Investors US
Colorado
$110M -$1.32M -3,600 -1%
Prudential Financial
62
Prudential Financial
New Jersey
$108M +$25M +68,040 +31%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$102M -$2.49M -6,800 -2%
SBAM
64
Santa Barbara Asset Management
California
$101M -$1.92M -5,247 -2%
O
65
OppenheimerFunds
New York
$96.3M -$31.8M -86,586 -25%
Mitsubishi UFJ Trust & Banking
66
Mitsubishi UFJ Trust & Banking
Japan
$92.9M -$2.29M -6,240 -2%
Korea Investment Corp
67
Korea Investment Corp
South Korea
$90.7M +$18.7M +51,044 +27%
BIM
68
BlackRock Investment Management
Delaware
$89.7M +$5.27M +14,380 +6%
BlackRock
69
BlackRock
New York
$86.6M +$3.97M +10,814 +5%
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$85.6M +$2.52M +6,875 +3%
Citigroup
71
Citigroup
New York
$85.2M +$50.7M +138,141 +161%
SAM
72
Silvercrest Asset Management
New York
$83.8M -$20.3M -55,301 -20%
New York State Teachers Retirement System (NYSTRS)
73
New York State Teachers Retirement System (NYSTRS)
New York
$82.3M -$2.68M -7,317 -3%
PPA
74
Parametric Portfolio Associates
Washington
$82.1M +$2.92M +7,960 +4%
PP
75
Prudential plc
United Kingdom
$81.7M -$8.29M -22,595 -10%
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BLK Hedge Fund Activity: Q4 2016 in Review

964 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Blackrock (BLK) for Q4 2016, worth a combined $53.1B — up 5% from $50.6B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new BLK positions and 47 closed out — a net gain of 85 holders — while 352 added to existing stakes and 351 trimmed.

The largest buyer was UBS Group, adding an estimated $356M. The largest seller was Wellington Management Group, cutting an estimated $661M.

  • 964 institutional investors held Blackrock (BLK) as of Q4 2016, up from 897 in Q3 2016.
  • Funds reported $53.1B of Blackrock stock for Q4 2016, up 5% quarter-over-quarter.
  • 132 funds opened new Blackrock positions in Q4 2016 and 47 closed out, a net change of +85 holders.
  • The largest Blackrock buyer in Q4 2016 was UBS Group, an estimated $356M added.
  • The largest Blackrock seller in Q4 2016 was Wellington Management Group, an estimated $661M sold.

Based on aggregated 13F filings for Q4 2016.