We are live on ! Find out more
BLK icon

Blackrock

1,201 hedge funds and large institutions have $74.1B invested in Blackrock in 2018 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 445 increasing their positions, 487 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 76

21% more funds holding in top 10

Funds holding in top 10: 5668 (+12)

6% more capital invested

Capital invested by funds: $70.1B → $74.1B (+$4.05B)

2% more funds holding

Funds holding: 1,1831,201 (+18)

0.05% more ownership

Funds ownership: 85.17%85.22% (+0.05%)

9% less repeat investments, than reductions

Existing positions increased: 445 | Existing positions reduced: 487

33% less call options, than puts

Call options by funds: $421M | Put options by funds: $627M

Holders
1,201
Holders Change
+18
Holders Change %
+1.52%
% of All Funds
27.53%
Holding in Top 10
68
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+21.43%
% of All Funds
1.56%
New
109
Increased
445
Reduced
487
Closed
76
Calls
$421M
Puts
$627M
Net Calls
-$205M
Net Calls Change
+$309M
Name Holding Trade Value Shares
Change
Change in
Stake
BFC
1101
Bedel Financial Consulting
Indiana
$79K +$79.6K +145 New
SCM
1102
Silvant Capital Management
Georgia
$79K +$79.6K +145 New
RFWA
1103
RPg Family Wealth Advisory
Massachusetts
$76.4K +$77.4K +141 New
BWP
1104
Baldwin Wealth Partners
Massachusetts
$73K +$32.9K +60 +80%
PSC
1105
Prentiss Smith & Co
Vermont
$72K
SIAS
1106
Shine Investment Advisory Services
Colorado
$69K +$16.5K +30 +31%
MWM
1107
Mascoma Wealth Management
New Hampshire
$68K
AAP
1108
Arax Advisory Partners
Colorado
$66K -$12.6K -23 -16%
HFP
1109
Holistic Financial Partners
Indiana
$66K +$2.75K +5 +4%
KA
1110
Kaizen Advisory
Illinois
$65K
CPIG
1111
Chicago Partners Investment Group
Illinois
$65K +$27.4K +50 +71%
NCM
1112
Nelson Capital Management
California
$63K -$30.2K -55 -32%
NSIM
1113
North Star Investment Management
Illinois
$63K -$4.39K -8 -6%
RIA
1114
RPG Investment Advisory
California
$61K
CFA
1115
Carroll Financial Associates
North Carolina
$60K
JG
1116
Jefferies Group
New York
$57K -$652K -1,188 -92%
FMB
1117
Field & Main Bank
Kentucky
$55K
BA
1118
Ballew Advisors
Mississippi
$55K +$56K +102 New
LA
1119
Legacy Advisors
Pennsylvania
$55K +$57.6K +105 New
CHC
1120
City Holding Co
West Virginia
$51K
P8IP
1121
Pier 88 Investment Partners
California
$51K +$52.1K +95 New
JGIA
1122
Jackson Grant Investment Advisers
Connecticut
$50K +$50K +91 New
MCM
1123
MV Capital Management
Maryland
$47K
FGC
1124
Financial Gravity Companies
Texas
$47K +$45.6K +83 +1,038%
FGAM
1125
Financial Gravity Asset Management
Texas
$47K +$50K +91 New

BLK Hedge Fund Activity: Q1 2018 in Review

1,201 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Blackrock (BLK) for Q1 2018, worth a combined $74.1B — up 5.8% from $70.1B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new BLK positions and 76 closed out — a net gain of 33 holders — while 445 added to existing stakes and 487 trimmed.

The largest buyer was Capital World Investors, adding an estimated $454M. The largest seller was Wellington Management Group, cutting an estimated $451M.

  • 1,201 institutional investors held Blackrock (BLK) as of Q1 2018, up from 1,183 in Q4 2017.
  • Funds reported $74.1B of Blackrock stock for Q1 2018, up 5.8% quarter-over-quarter.
  • 109 funds opened new Blackrock positions in Q1 2018 and 76 closed out, a net change of +33 holders.
  • The largest Blackrock buyer in Q1 2018 was Capital World Investors, an estimated $454M added.
  • The largest Blackrock seller in Q1 2018 was Wellington Management Group, an estimated $451M sold.

Based on aggregated 13F filings for Q1 2018.