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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
TWA
1126
TCI Wealth Advisors
Arizona
$84K -$2.52K -6 -3%
SAM
1127
Strategy Asset Managers
California
$84K +$82.2K +196 New
PCMK
1128
Paragon Capital Management (Kansas)
Kansas
$82K +$80.1K +191 New
ACM
1129
AUA Capital Management
Pennsylvania
$80K
LA
1130
Legacy Advisors
Pennsylvania
$80K +$78.9K +188 New
AssetMark Inc
1131
AssetMark Inc
California
$79K -$5.45K -13 -7%
CBT
1132
Capital Bank & Trust
California
$78K -$44.9K -107 -37%
CAGAS
1133
Capital Advisory Group Advisory Services
Minnesota
$78K +$20.1K +48 +36%
GSWM
1134
Golden State Wealth Management
California
$78K +$76.8K +183 New
BWM
1135
Baystate Wealth Management
Massachusetts
$77K +$420 +1 +0.6%
SIAS
1136
Shine Investment Advisory Services
Colorado
$75K
VC
1137
Vestor Capital
Illinois
$75K +$73.4K +175 New
NC
1138
NewSquare Capital
Pennsylvania
$74K
MWC
1139
MBM Wealth Consultants
Missouri
$71K
CHP
1140
Cable Hill Partners
Oregon
$70K +$8.81K +21 +15%
BCA
1141
Berman Capital Advisors
Georgia
$69K -$14.3K -34 -17%
SMFS
1142
Squar Milner Financial Services
California
$69K
PFGIA
1143
Patriot Financial Group Insurance Agency
Massachusetts
$67K -$15.1K -36 -19%
WAP
1144
Wealthcare Advisory Partners
Pennsylvania
$66K -$1.26K -3 -2%
THWM
1145
Taylor Hoffman Wealth Management
Virginia
$66K
LC
1146
Lavaca Capital
Texas
$65K +$42K +100 +196%
CYG
1147
Clean Yield Group
Vermont
$64K
HFM
1148
Hartford Financial Management
Connecticut
$64K
CAL
1149
Capital Analysts LLC
Pennsylvania
$63K +$15.9K +38 +34%
KPW
1150
Kore Private Wealth
New York
$62K -$77.6K -185 -56%

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.