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Blackrock
BLK

964 hedge funds and large institutions have $53.1B invested in Blackrock in 2016 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 352 increasing their positions, 351 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 47

27% more funds holding in top 10

Funds holding in top 10: 30 → 38 (+8)

7% more funds holding

Funds holding: 897 → 964 (+67)

5% more capital invested

Capital invested by funds: $50.6B → $53.1B (+$2.52B)

0% more repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 351

0.34% less ownership

Funds ownership: 86.53% → 86.19% (-0.34%)

43% less call options, than puts

Call options by funds: $261M | Put options by funds: $460M

Holders
964
Holders Change
+67
Holders Change %
+7.47%
% of All Funds
24.1%
Holding in Top 10
38
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+26.67%
% of All Funds
0.95%
New
132
Increased
352
Reduced
351
Closed
47
Calls
$261M
Puts
$460M
Net Calls
-$199M
Net Calls Change
-$123M

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$356M
2
Capital World Investors
Capital World Investors
California
+$232M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$214M
4
ClearBridge Investments
ClearBridge Investments
New York
+$175M
5
AAMU
Amundi Asset Management US
Massachusetts
+$164M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$661M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$334M
3
JP Morgan Chase
JP Morgan Chase
New York
-$287M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$280M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$135M
Name Holding Trade Value Shares
Change 		Change in
Stake
TG
1001
TLP Group
Illinois
– -$73K -201 Closed
OHS
1002
Odey Holdings (Switzerland)
Switzerland
– -$67K -185 Closed
KA
1003
Klingman & Associates
New York
– -$36K -100 Closed
PFO
1004
Pathstone Family Office
New Jersey
– -$34K -94 Closed
LWM
1005
LBA Wealth Management
Florida
– -$14K -38 Closed
AF
1006
Allworth Financial
California
– -$7K -20 Closed
BCI
1007
Brinker Capital Investments
Pennsylvania
– -$5K -13 Closed
HCM
1008
Herndon Capital Management
Georgia
– -$4K -12 Closed
LWA
1009
Lowe Wealth Advisors
Maryland
– -$4K -10 Closed
WOC
1010
West Oak Capital
California
– -$3.26K -9 Closed
CHP
1011
Cable Hill Partners
Oregon
– -$2K -6 Closed
DPA
1012
Delphi Private Advisors
California
– -$2K -6 Closed
37 38 39 40
41

BLK Hedge Fund Activity: Q4 2016 in Review

964 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Blackrock (BLK) for Q4 2016, worth a combined $53.1B — up 5% from $50.6B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new BLK positions and 47 closed out — a net gain of 85 holders — while 352 added to existing stakes and 351 trimmed.

The largest buyer was UBS Group, adding an estimated $356M. The largest seller was Wellington Management Group, cutting an estimated $661M.

  • 964 institutional investors held Blackrock (BLK) as of Q4 2016, up from 897 in Q3 2016.
  • Funds reported $53.1B of Blackrock stock for Q4 2016, up 5% quarter-over-quarter.
  • 132 funds opened new Blackrock positions in Q4 2016 and 47 closed out, a net change of +85 holders.
  • The largest Blackrock buyer in Q4 2016 was UBS Group, an estimated $356M added.
  • The largest Blackrock seller in Q4 2016 was Wellington Management Group, an estimated $661M sold.

Based on aggregated 13F filings for Q4 2016.