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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
JCM
876
Jacobi Capital Management
Pennsylvania
$72K +$7.65K +20 +12%
AssetMark Inc
877
AssetMark Inc
California
$68K +$765 +2 +1%
ACM
878
AUA Capital Management
Pennsylvania
$67K
NEI
879
Northwest & Ethical Investments
Ontario, Canada
$66.7K -$38.3K -100 -36%
BWM
880
Baystate Wealth Management
Massachusetts
$65K +$383 +1 +0.6%
EFSCE
881
Enterprise Financial Services Corp (EFSC)
Missouri
$62K -$5.36K -14 -8%
AA
882
Apriem Advisors
California
$61K +$6.12K +16 +11%
CAG
883
Crestwood Advisors Group
Massachusetts
$60K +$60.1K +157 New
CFA
884
Carroll Financial Associates
North Carolina
$59K
TSW
885
Thompson Siegel & Walmsley
Virginia
$58K -$19.1K -50 -25%
TWA
886
TCI Wealth Advisors
Arizona
$58K +$16.8K +44 +41%
HFM
887
Hartford Financial Management
Connecticut
$57K +$57.4K +150 New
CFG
888
Citizens Financial Group
Rhode Island
$53K -$22.6K -59 -30%
NCM
889
Nelson Capital Management
California
$52K -$6.5K -17 -11%
PSC
890
Prentiss Smith & Co
Vermont
$51K
EWM
891
Edge Wealth Management
New York
$48K
TRCT
892
Tower Research Capital (TRC)
New York
$46K -$1.07M -2,793 -96%
CGT
893
Capital Guardian Trust
California
$46K -$230K -600 -83%
RFA
894
Reilly Financial Advisors
California
$46K
PMFA
895
Plante Moran Financial Advisors
Michigan
$45K +$5.74K +15 +15%
PG
896
Patten Group
Tennessee
$44K
HT
897
Heritage Trust
Oklahoma
$43K +$42.8K +112 New
HRC
898
Hoertkorn Richard Charles
$42K
WA
899
Winfield Associates
Ohio
$38K -$5.74K -15 -13%
ACM
900
Armbruster Capital Management
New York
$38K

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.