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Blackrock
BLK

Overview Fund Activity

962 hedge funds and large institutions have $53B invested in Blackrock in 2016 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 351 increasing their positions, 351 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
962
Holders Change
+67
Holders Change %
+7.49%
% of All Funds
24.09%
Holding in Top 10
37
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+27.59%
% of All Funds
0.93%
New
132
Increased
351
Reduced
351
Closed
47
Calls
$261M
Puts
$460M
Net Calls
-$199M
Net Calls Change
-$123M

Top Buyers

1
UBS Group
UBS Group
Switzerland
$460M
2
Capital World Investors
Capital World Investors
California
$1.91B
3
ClearBridge Investments
ClearBridge Investments
New York
$548M
4
AAMU
Amundi Asset Management US
Massachusetts
$186M
5
State Street
State Street
Massachusetts
$2.03B

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$2.75B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$266M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$867M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.43B
5
Bank of New York Mellon
Bank of New York Mellon
New York
$504M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
851
SRB Corp
Massachusetts
$174K +$13.3K +35 +8%
JAM
852
Jolley Asset Management
North Carolina
$173K – – –
LWCFA
853
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$164K – – –
IDBONY
854
Israel Discount Bank of New York
New York
$162K +$162K +425 New
ATC
855
Adirondack Trust Company
New York
$159K – – –
CF
856
CenterStar Fund
Illinois
$152K – – –
MBT
857
Montecito Bank & Trust
California
$143K +$143K +375 New
SQA
858
Simon Quick Advisors
New Jersey
$137K +$137K +360 New
Carson Wealth (CWM LLC)
859
Carson Wealth (CWM LLC)
Nebraska
$134K +$115K +300 +588%
WTB
860
Washington Trust Bank
Washington
$128K -$27.3K -72 -18%
JWA
861
JFS Wealth Advisors
Pennsylvania
$128K – – –
FANJ
862
Financial Architects (New Jersey)
New Jersey
$115K -$60K -158 -34%
SWA
863
Sutton Wealth Advisors
Florida
$115K -$21.3K -56 -16%
NFG
864
Next Financial Group
Texas
$105K – – –
NEI
865
Northwest & Ethical Investments
Ontario, Canada
$104K +$104K +274 New
KTC
866
Kistler-Tiffany Companies
Pennsylvania
$101K – – –
AIM
867
Advantage Investment Management
Iowa
$94K – – –
CAL
868
Capital Analysts LLC
Pennsylvania
$91K – – –
GRP
869
Global Retirement Partners
California
$91K +$91K +239 New
DZ Bank
870
DZ Bank
Germany
$88K +$88K +230 New
SGAM
871
Smith Group Asset Management
Texas
$84K -$3.8K -10 -4%
SIC
872
Salem Investment Counselors
North Carolina
$83K +$83K +218 New
LNB
873
Ledyard National Bank
$82K +$19.1K +50 +30%
AIM
874
Arcadia Investment Management
Michigan
$78K – – –
KPCM
875
Kings Point Capital Management
New York
$77K – – –
33 34
35
36 37