Blackrock
BLK
770 hedge funds and large institutions have $46.8B invested in Blackrock in 2013 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 257 increasing their positions, 303 reducing their positions, and 38 closing their positions.
184% more first-time investments, than exits
New positions opened: 108 | Existing positions closed: 38
41% more funds holding in top 10
Funds holding in top 10: 27 → 38 (+11)
9% more funds holding
Funds holding: 707 → 770 (+63)
0.57% less ownership
Funds ownership: 88.83% → 88.26% (-0.57%)
2% less capital invested
Capital invested by funds: $47.7B → $46.8B (-$821M)
15% less repeat investments, than reductions
Existing positions increased: 257 | Existing positions reduced: 303
60% less call options, than puts
Call options by funds: $163M | Put options by funds: $407M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$380M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$308M |
| 3 |
Capital International Investors
Los Angeles,
California
|
+$128M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$82.9M |
| 5 |
Morgan Stanley
New York
|
+$67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$467M |
| 2 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$154M |
| 3 |
EAM
Edge Asset Management
Seattle,
Washington
|
-$141M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$120M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$110M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VFS
801
VSR Financial Services
Overland Park,
Kansas
| – | -$236K | -873 | Closed |
|
|
MYAM
802
Meiji Yasuda Asset Management
Tokyo,
Japan
| – | -$210K | -775 | Closed |
|
803
LSV Asset Management
Chicago,
Illinois
| – | -$162K | -600 | Closed |
|
|
JEW
804
Jamison Eaton & Wood
Bedminster,
New Jersey
| – | -$95K | -350 | Closed |
|
|
TC
805
TradeLink Capital
Chicago,
Illinois
| – | -$54K | -200 | Closed |
|
|
MA
806
MCF Advisors
Covington,
Kentucky
| – | -$39K | -124 | Closed |
|
|
LWA
807
Lenox Wealth Advisors
New York
| – | -$14K | -50 | Closed |
|
|
FANJ
808
Financial Architects (New Jersey)
Marlton,
New Jersey
| – | -$4K | -15 | Closed |
|
|
ST
809
Stifel Trust
St. Louis,
Missouri
| – | -$5K | -15 | Closed |
|
BLK Hedge Fund Activity: Q4 2013 in Review
770 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Blackrock (BLK) for Q4 2013, worth a combined $46.8B — down 1.7% from $47.7B a quarter earlier.
Buyers outnumbered sellers: 108 funds opened new BLK positions and 38 closed out — a net gain of 70 holders — while 257 added to existing stakes and 303 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $380M. The largest seller was Norges Bank, cutting an estimated $467M.
- 770 institutional investors held Blackrock (BLK) as of Q4 2013, up from 707 in Q3 2013.
- Funds reported $46.8B of Blackrock stock for Q4 2013, down 1.7% quarter-over-quarter.
- 108 funds opened new Blackrock positions in Q4 2013 and 38 closed out, a net change of +70 holders.
- The largest Blackrock buyer in Q4 2013 was T. Rowe Price Associates, an estimated $380M added.
- The largest Blackrock seller in Q4 2013 was Norges Bank, an estimated $467M sold.
Based on aggregated 13F filings for Q4 2013.