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Blackrock

1,266 hedge funds and large institutions have $60.6B invested in Blackrock in 2019 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 530 increasing their positions, 433 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more funds holding in top 10

Funds holding in top 10: 2228 (+6)

22% more repeat investments, than reductions

Existing positions increased: 530 | Existing positions reduced: 433

18% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 82

11% more capital invested

Capital invested by funds: $54.7B → $60.6B (+$5.88B)

2.35% more ownership

Funds ownership: 81.12%83.48% (+2.4%)

0% less funds holding

Funds holding: 1,2671,266 (-1)

49% less call options, than puts

Call options by funds: $433M | Put options by funds: $842M

Holders
1,266
Holders Change
-1
Holders Change %
-0.08%
% of All Funds
27.5%
Holding in Top 10
28
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+27.27%
% of All Funds
0.61%
New
97
Increased
530
Reduced
433
Closed
82
Calls
$433M
Puts
$842M
Net Calls
-$410M
Net Calls Change
-$41M
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
1001
Stewart & Patten Company
California
$270K
FBFS
1002
First Business Financial Services
Wisconsin
$268K
FDCC
1003
Foster Dykema Cabot & Co
Massachusetts
$268K
LC
1004
Lindbrook Capital
California
$267K +$81.9K +181 +47%
CIM
1005
Confluence Investment Management
Missouri
$266K
BWM
1006
Buckley Wealth Management
Nevada
$265K -$15.4K -34 -6%
AC
1007
Alexandria Capital
Virginia
$262K -$62.9K -139 -20%
NIM
1008
NuWave Investment Management
New Jersey
$261K +$86.4K +191 +52%
AB
1009
Atlas Brown
Kentucky
$260K
CWM
1010
Circle Wealth Management
New Jersey
$260K +$28.9K +64 +13%
OIA
1011
Optimum Investment Advisors
Illinois
$259K
AIL
1012
AGF Investments LLC
Ontario, Canada
$259K +$249K +551 New
FMWA
1013
Forvis Mazars Wealth Advisors
Missouri
$258K -$1.81K -4 -0.7%
BWAM
1014
Boyd Watterson Asset Management
Ohio
$257K -$905 -2 -0.4%
ACM
1015
Allred Capital Management
Texas
$256K -$905 -2 -0.4%
PL
1016
Perpetual Ltd
Australia
$256K
TC
1017
Truvestments Capital
Florida
$256K +$132K +292 +115%
SFSIG
1018
San Francisco Sentry Investment Group
California
$255K
TA
1019
TMD & Associates
Arizona
$255K
CL
1020
Choreo LLC
Illinois
$255K +$6.33K +14 +3%
JSL
1021
JT Stratford LLC
Georgia
$255K +$246K +543 New
CCM
1022
Coldstream Capital Management
Washington
$253K -$17.2K -38 -7%
LWM
1023
Lyell Wealth Management
California
$253K -$9.95K -22 -4%
FB
1024
Fulton Bank
Pennsylvania
$253K +$1.36K +3 +0.6%
WA
1025
WBH Advisory
Maryland
$252K

BLK Hedge Fund Activity: Q2 2019 in Review

1,266 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Blackrock (BLK) for Q2 2019, worth a combined $60.6B — up 11% from $54.7B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new BLK positions and 82 closed out — a net gain of 15 holders — while 530 added to existing stakes and 433 trimmed.

The largest buyer was Nuveen, adding an estimated $403M. The largest seller was Capital International Investors, cutting an estimated $226M.

  • 1,266 institutional investors held Blackrock (BLK) as of Q2 2019, down from 1,267 in Q1 2019.
  • Funds reported $60.6B of Blackrock stock for Q2 2019, up 11% quarter-over-quarter.
  • 97 funds opened new Blackrock positions in Q2 2019 and 82 closed out, a net change of +15 holders.
  • The largest Blackrock buyer in Q2 2019 was Nuveen, an estimated $403M added.
  • The largest Blackrock seller in Q2 2019 was Capital International Investors, an estimated $226M sold.

Based on aggregated 13F filings for Q2 2019.