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Blackrock
BLK

Overview Fund Activity

1,372 hedge funds and large institutions have $64.7B invested in Blackrock in 2019 Q4 according to their latest regulatory filings, with 208 funds opening new positions, 483 increasing their positions, 500 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,372
Holders Change
+114
Holders Change %
+9.06%
% of All Funds
27.09%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.45%
New
208
Increased
483
Reduced
500
Closed
75
Calls
$532M
Puts
$1.15B
Net Calls
-$614M
Net Calls Change
-$195M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$904M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.37B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$2.38B
4
Bank of America
4
Bank of America
North Carolina
$2.21B
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$363M

Top Sellers

1
ClearBridge Investments
1
ClearBridge Investments
New York
$313M
2
Capital World Investors
2
Capital World Investors
California
$3.7B
3
Citadel Advisors
3
Citadel Advisors
Florida
$221M
4
AAMU
4
Amundi Asset Management US
Massachusetts
$146M
5
Invesco
5
Invesco
Georgia
$94.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFS
1151
Essex Financial Services
Connecticut
$225K +$225K +447 New
CWM
1152
Circle Wealth Management
New Jersey
$224K -$13.6K -27 -6%
TCM
1153
Tufton Capital Management
Maryland
$224K +$224K +447 New
SWA
1154
Sutton Wealth Advisors
Florida
$224K – – –
WIA
1155
Wealthstreet Investment Advisors
Texas
$221K – – –
VWA
1156
V Wealth Advisors
Kansas
$220K – – –
WBG
1157
Wharton Business Group
Pennsylvania
$220K +$220K +438 New
CAM
1158
Carret Asset Management
New York
$219K +$219K +435 New
CSM
1159
CAMG Solamere Management
North Carolina
$218K -$40.3K -80 -16%
POIA
1160
Pin Oak Investment Advisors
Texas
$217K -$2.51K -5 -1%
PWM
1161
Perigon Wealth Management
California
$215K +$215K +427 New
LRIA
1162
Leonard Rickey Investment Advisors
Washington
$214K +$214K +426 New
ACM
1163
Anfield Capital Management
California
$213K +$213K +392 New
WP
1164
WMS Partners
Maryland
$213K +$213K +423 New
SFM
1165
Signet Financial Management
New Jersey
$212K -$2.52K -5 -1%
AA
1166
Alesco Advisors
New York
$212K +$212K +421 New
SFG
1167
Sather Financial Group
Texas
$212K +$212K +423 New
AC
1168
Alexandria Capital
Virginia
$211K -$49.9K -99 -19%
SL
1169
Stevard LLC
Illinois
$210K +$210K +418 New
TCPWM
1170
Traverso Chambers Private Wealth Management
California
$207K +$207K +412 New
WF
1171
WoodTrust Financial
Wisconsin
$207K +$207K +412 New
PA
1172
Probity Advisors
Texas
$206K +$206K +410 New
GW
1173
GW & Wade
Massachusetts
$204K -$172K -344 -46%
DW
1174
Domani Wealth
Pennsylvania
$204K +$204K +405 New
CMO
1175
Covenant Multifamily Offices
Texas
$202K +$202K +1,041 New
45 46
47
48 49