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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
NB
776
NBT Bank
New York
$273K
CA
777
Clearstead Advisors
Ohio
$273K +$272K +711 New
MWP
778
MYCIO Wealth Partners
Pennsylvania
$273K +$272K +712 New
UFF
779
USA Financial Formulas
Michigan
$273K +$273K +713 New
MCWS
780
McKinley Carter Wealth Services
West Virginia
$270K +$38.6K +101 +17%
KA
781
Kovack Advisors
Florida
$269K +$37.5K +98 +16%
CCM
782
CrestPoint Capital Management
Missouri
$268K -$38.3K -100 -13%
RGC
783
Roberts, Glore & Co
Illinois
$268K -$13.4K -35 -5%
CL
784
Choreo LLC
Illinois
$266K -$7.65K -20 -3%
IAA
785
Independent Advisor Alliance
North Carolina
$266K +$267K +698 New
ZIC
786
ZWJ Investment Counsel
Georgia
$263K +$262K +685 New
NCGI
787
Next Century Growth Investors
Minnesota
$261K
CBN
788
Cadence Bank NA
Texas
$260K +$18.4K +48 +8%
AGM
789
Alpine Global Management
New York
$259K +$258K +675 New
RC
790
RegentAtlantic Capital
New Jersey
$257K +$256K +669 New
EA
791
Edge Advisors
Georgia
$256K +$62.4K +163 +32%
KIA
792
KCM Investment Advisors
California
$254K -$16.8K -44 -6%
VC
793
Vicus Capital
Pennsylvania
$254K +$254K +663 New
CS
794
Credential Securities
$254K +$1.53K +4 +0.6%
HIC
795
Holderness Investments Company
North Carolina
$253K +$252K +660 New
BAM
796
Berkshire Asset Management
Pennsylvania
$252K -$12.2K -32 -5%
IWA
797
Intercontinental Wealth Advisors
Texas
$252K -$4.97K -13 -2%
WA
798
WFG Advisors
Texas
$252K +$8.8K +23 +4%
PFPT
799
Pinnacle Financial Partners (Tennessee)
Tennessee
$244K -$8.8K -23 -3%
WSTAM
800
Wilbanks Smith & Thomas Asset Management
Virginia
$242K +$383 +1 +0.2%

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.