We are live on ! Find out more
BLK icon

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
BFC
1151
Bedel Financial Consulting
Indiana
$62K
SCM
1152
Silvant Capital Management
Georgia
$62K
TL
1153
TrueWealth LLC
Georgia
$61K +$420 +1 +0.7%
RFWA
1154
RPg Family Wealth Advisory
Massachusetts
$60.3K
CFA
1155
Carroll Financial Associates
North Carolina
$60K -$11.3K -27 -16%
FCA
1156
FinTrust Capital Advisors
South Carolina
$60K -$6.29K -15 -10%
LCM
1157
Laurion Capital Management
New York
$55K -$887K -2,115 -94%
SWP
1158
Strategic Wealth Partners
Ohio
$55K +$5.87K +14 +13%
FMB
1159
Field & Main Bank
Kentucky
$53K +$52K +124 New
CAL
1160
Capital Advisors Ltd
Ohio
$52K
FAM
1161
Foresters Asset Management
Ontario, Canada
$51K -$12.6K -30 -20%
MFW
1162
Mosaic Family Wealth
Missouri
$51K -$1.68K -4 -3%
PO
1163
Private Ocean
California
$50K +$19.3K +46 +64%
NCM
1164
Nelson Capital Management
California
$49K
LWM
1165
Liberty Wealth Management
California
$48K -$5.03K -12 -10%
DAM
1166
Delta Asset Management
Tennessee
$44K
GWA
1167
Guidant Wealth Advisors
Illinois
$44K
LFA
1168
Legacy Financial Advisors
Kentucky
$44K +$6.71K +16 +18%
NFG
1169
Next Financial Group
Texas
$44K +$20.1K +48 +89%
NFH
1170
NEXT Financial Holdings
Texas
$44K +$42.8K +102 New
VCM
1171
Vigilant Capital Management
Maine
$43K -$242K -578 -85%
GI
1172
Gradient Investments
Minnesota
$43K -$21.8K -52 -34%
AIC
1173
Archer Investment Corporation
Indiana
$43K
PMFA
1174
Plante Moran Financial Advisors
Michigan
$43K
TA
1175
TCG Advisors
Texas
$43K +$42K +100 New

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.