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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
Lazard Asset Management
901
Lazard Asset Management
New York
$38K +$38.3K +100 New
PFO
902
Pathstone Family Office
New Jersey
$36K +$36.3K +95 New
TDC
903
Thompson Davis & Co
Virginia
$35K
NSIM
904
North Star Investment Management
Illinois
$35K +$3.44K +9 +11%
GWS
905
Glassman Wealth Services
Virginia
$32K +$9.56K +25 +42%
MFW
906
Mosaic Family Wealth
Missouri
$32K +$26.8K +70 +538%
OC
907
Oakworth Capital
Alabama
$31K
WIM
908
Westside Investment Management
California
$29.7K
WP
909
WealthPLAN Partners
Nebraska
$29.7K +$29.8K +78 New
WA
910
WealthTrust-Arizona
Arizona
$29K
EWM
911
Endurance Wealth Management
Rhode Island
$28K
HDIM
912
Hanson & Doremus Investment Management
Vermont
$25K
ANBT
913
American National Bank & Trust
Texas
$23K
CFS
914
Commonwealth Financial Services
West Virginia
$22K
MCM
915
MV Capital Management
Maryland
$22K
CHC
916
City Holding Co
West Virginia
$21K
BWP
917
Baldwin Wealth Partners
Massachusetts
$19K -$38.3K -100 -67%
SBL
918
Sargent Bickham Lagudis
Colorado
$19K
AFIA
919
America First Investment Advisors
Nebraska
$19K +$19.1K +50 New
BIG
920
Bellwether Investment Group
Tennessee
$18K -$765 -2 -4%
DBT
921
Dubuque Bank & Trust
Iowa
$17K -$6.5K -17 -28%
MWM
922
Mascoma Wealth Management
New Hampshire
$17K
MRCM
923
M&R Capital Management
New Jersey
$16K +$2.68K +7 +20%
BBHC
924
Brown Brothers Harriman & Co
New York
$15K -$23.7K -62 -61%
CB
925
Community Bank
New York
$15K -$21K -55 -59%

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.