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Blackrock

1,268 hedge funds and large institutions have $54.7B invested in Blackrock in 2019 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 539 increasing their positions, 426 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 89

27% more repeat investments, than reductions

Existing positions increased: 539 | Existing positions reduced: 426

6% more capital invested

Capital invested by funds: $51.7B → $54.7B (+$3.03B)

2% more funds holding

Funds holding: 1,2451,268 (+23)

2.82% less ownership

Funds ownership: 83.94%81.12% (-2.8%)

15% less funds holding in top 10

Funds holding in top 10: 2622 (-4)

46% less call options, than puts

Call options by funds: $429M | Put options by funds: $797M

Holders
1,268
Holders Change
+23
Holders Change %
+1.85%
% of All Funds
27.44%
Holding in Top 10
22
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-15.38%
% of All Funds
0.48%
New
127
Increased
539
Reduced
426
Closed
89
Calls
$429M
Puts
$797M
Net Calls
-$369M
Net Calls Change
-$202M
Name Holding Trade Value Shares
Change
Change in
Stake
SVWA
926
Sound View Wealth Advisors
Georgia
$354K -$12.6K -30 -4%
PWP
927
Principle Wealth Partners
Connecticut
$352K -$13.4K -32 -4%
PIP
928
Peachtree Investment Partners
Florida
$346K +$340K +810 New
MBT
929
Montecito Bank & Trust
California
$345K +$30.2K +72 +10%
MWM
930
Mission Wealth Management
California
$343K -$3.36K -8 -1%
ACA
931
Aptus Capital Advisors
Alabama
$341K +$336K +800 New
DSC
932
Duncker Streett & Co
Missouri
$339K +$1.68K +4 +0.5%
MFG
933
Magnus Financial Group
New York
$339K +$15.1K +36 +5%
PGWM
934
Parisi Gray Wealth Management
New Jersey
$337K -$11.3K -27 -3%
Fiera Capital (Canada)
935
Fiera Capital (Canada)
Quebec, Canada
$336K -$50.3K -120 -13%
BA
936
Boston Advisors
Massachusetts
$336K +$2.94K +7 +0.9%
JFA
937
JNBA Financial Advisors
Minnesota
$335K -$29.4K -70 -8%
AC
938
Abbrea Capital
California
$333K -$4.62K -11 -1%
WWM
939
Western Wealth Management
Colorado
$330K -$15.5K -37 -5%
CL
940
CPWM LLC
Washington
$328K -$7.13K -17 -2%
GW
941
GW & Wade
Massachusetts
$325K
CAPTRUST Financial Advisors
942
CAPTRUST Financial Advisors
North Carolina
$322K +$2.52K +6 +0.8%
GC
943
Grimes & Company
Massachusetts
$321K -$420 -1 -0.1%
Dodge & Cox
944
Dodge & Cox
California
$321K
SAM
945
Smithbridge Asset Management
Pennsylvania
$321K +$315K +750 New
FRM
946
Fox Run Management
Connecticut
$321K +$315K +752 New
SCM
947
Schnieders Capital Management
California
$320K -$23.1K -55 -7%
BAM
948
Berkshire Asset Management
Pennsylvania
$320K
PIA
949
Pinion Investment Advisors
Kansas
$319K +$313K +746 New
RWA
950
Ropes Wealth Advisors
Massachusetts
$318K -$3.78K -9 -1%

BLK Hedge Fund Activity: Q1 2019 in Review

1,268 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Blackrock (BLK) for Q1 2019, worth a combined $54.7B — up 5.9% from $51.7B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new BLK positions and 89 closed out — a net gain of 38 holders — while 539 added to existing stakes and 426 trimmed.

The largest buyer was Charles Schwab, adding an estimated $168M. The largest seller was Citadel Advisors, cutting an estimated $260M.

  • 1,268 institutional investors held Blackrock (BLK) as of Q1 2019, up from 1,245 in Q4 2018.
  • Funds reported $54.7B of Blackrock stock for Q1 2019, up 5.9% quarter-over-quarter.
  • 127 funds opened new Blackrock positions in Q1 2019 and 89 closed out, a net change of +38 holders.
  • The largest Blackrock buyer in Q1 2019 was Charles Schwab, an estimated $168M added.
  • The largest Blackrock seller in Q1 2019 was Citadel Advisors, an estimated $260M sold.

Based on aggregated 13F filings for Q1 2019.