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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
LFA
1151
Legacy Financial Advisors
Kentucky
$21K +$549 +1 +3%
HI
1152
Hudock Inc
Pennsylvania
$19K
CAC
1153
Certified Advisory Corp
Florida
$19K +$2.75K +5 +16%
AWM
1154
Aevitas Wealth Management
Massachusetts
$17K
TFO
1155
Tarbox Family Office
California
$17K
PFGIA
1156
Patriot Financial Group Insurance Agency
Massachusetts
$17K +$549 +1 +3%
RA
1157
Rational Advisors
New York
$17K +$17K +31 New
DWM
1158
Destination Wealth Management
California
$17K +$17.6K +32 New
WC
1159
Whitney & Co
New York
$17K +$17.6K +32 New
CIM
1160
Contravisory Investment Management
Massachusetts
$16K +$15.9K +29 New
SQA
1161
Simon Quick Advisors
New Jersey
$15K -$36.8K -67 -71%
VCM
1162
Versant Capital Management
Arizona
$15K -$2.75K -5 -15%
CCA
1163
Clearwater Capital Advisors
Illinois
$14K +$13.7K +25 New
NWM
1164
Northwest Wealth Management
Iowa
$13K +$12.6K +23 New
ME
1165
McIlrath & Eck
Washington
$12K -$6.04K -11 -32%
NSB
1166
Norway Savings Bank
Maine
$11K
CCM
1167
Cribstone Capital Management
Maine
$9K -$4.39K -8 -32%
HIIFS
1168
Harel Insurance Investments & Financial Services
Israel
$9K
RFM
1169
Royal Fund Management
Florida
$9K +$7.68K +14 +350%
LFG
1170
LifePlan Financial Group
Ohio
$9K +$8.78K +16 New
MA
1171
MCF Advisors
Kentucky
$9K +$8.78K +16 New
SIM
1172
Sonora Investment Management
Arizona
$8.67K
WOC
1173
West Oak Capital
California
$8.13K +$8.23K +15 New
AWM
1174
Avondale Wealth Management
Texas
$8K
SCA
1175
Stuart Chaussee & Associates
California
$8K

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.