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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
IWM
801
IHT Wealth Management
Illinois
$240K +$9.95K +26 +4%
PFBT
802
Parkside Financial Bank & Trust
Missouri
$239K +$42.8K +112 +22%
JSA
803
Jacobson & Schmitt Advisors
Wisconsin
$239K +$238K +623 New
SC
804
SouthState Corp
Florida
$238K -$133K -348 -36%
HF
805
HRT Financial
New York
$238K +$238K +621 New
WEC
806
Winslow Evans & Crocker
Massachusetts
$238K -$2.29K -6 -1%
KSA
807
Ken Stern & Associates
California
$237K +$236K +617 New
SBSB
808
Sullivan, Bruyette, Speros & Blaney
Virginia
$237K +$236K +617 New
CG
809
Colony Group
Massachusetts
$236K +$235K +615 New
BAC
810
Boys Arnold & Co
North Carolina
$234K -$12.6K -33 -5%
WKWM
811
Walter & Keenan Wealth Management
Indiana
$234K
FIM
812
Freedom Investment Management
Connecticut
$233K +$1.15K +3 +0.5%
FMC
813
First Merchants Corp
Indiana
$230K -$78.4K -205 -25%
CIS
814
Connors Investor Services
Pennsylvania
$230K +$16.1K +42 +7%
CCA
815
Catalyst Capital Advisors
New York
$230K +$38.3K +100 +20%
III
816
Independent Investors Inc
New York
$229K
JIP
817
Jaffetilchin Investment Partners
Florida
$228K +$228K +595 New
Luther King Capital Management (LKCM)
818
Luther King Capital Management (LKCM)
Texas
$226K +$225K +588 New
HH
819
Hilltop Holdings
Texas
$224K +$13.4K +35 +6%
RG
820
Rathbones Group
United Kingdom
$223K
GWM
821
Geneos Wealth Management
Colorado
$223K +$5.74K +15 +3%
WBG
822
Wharton Business Group
Pennsylvania
$217K +$217K +566 New
LWAC
823
Laurel Wealth Advisors (California)
California
$217K +$217K +567 New
RMDI
824
R.M. Davis Inc
Maine
$216K -$18.4K -48 -8%
GAM
825
Guinness Asset Management
United Kingdom
$215K

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.