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Blackrock

1,260 hedge funds and large institutions have $57B invested in Blackrock in 2019 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 502 increasing their positions, 484 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 79

4% more repeat investments, than reductions

Existing positions increased: 502 | Existing positions reduced: 484

0% less funds holding

Funds holding: 1,2661,260 (-6)

0.68% less ownership

Funds ownership: 83.48%82.8% (-0.68%)

6% less capital invested

Capital invested by funds: $60.6B → $57B (-$3.66B)

11% less funds holding in top 10

Funds holding in top 10: 2825 (-3)

46% less call options, than puts

Call options by funds: $489M | Put options by funds: $908M

Holders
1,260
Holders Change
-6
Holders Change %
-0.47%
% of All Funds
27.63%
Holding in Top 10
25
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.71%
% of All Funds
0.55%
New
84
Increased
502
Reduced
484
Closed
79
Calls
$489M
Puts
$908M
Net Calls
-$419M
Net Calls Change
-$9.43M
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
1176
Vigilant Capital Management
Maine
$42K
HGWM
1177
Harvest Group Wealth Management
Massachusetts
$42K +$4.01K +9 +10%
AA
1178
Advisory Alpha
Michigan
$37.1K +$39.6K +89 New
CAM
1179
CenterStar Asset Management
Illinois
$37K
SMG
1180
Spectrum Management Group
Indiana
$37K
FCA
1181
FinTrust Capital Advisors
South Carolina
$35K -$4.9K -11 -12%
GT
1182
Glenmede Trust
Pennsylvania
$34.5K +$1.11M +2,503 +3%
RBC
1183
Roble Belko & Company
Pennsylvania
$34K
GSWM
1184
Golden State Wealth Management
California
$34K +$9.8K +22 +41%
EIP
1185
Ellis Investment Partners
Pennsylvania
$33K +$6.68K +15 +24%
ADL
1186
Asset Dedication LLC
California
$33K +$32.5K +73 New
DP
1187
Denver PWM
Colorado
$32.9K +$33.4K +75 New
AAP
1188
Arax Advisory Partners
Colorado
$31K
BWL
1189
Bogart Wealth LLC
Virginia
$31K +$4.01K +9 +15%
HWA
1190
Heritage Wealth Advisors
Virginia
$30K -$79.7K -179 -72%
MAM
1191
Magellan Asset Management
Australia
$30K +$30.3K +68 New
GWAG
1192
Garrett Wealth Advisory Group
Texas
$29.9K +$29.8K +67 New
GI
1193
Gradient Investments
Minnesota
$29K -$3.56K -8 -11%
EARNEST Partners
1194
EARNEST Partners
Georgia
$29K
HDIM
1195
Hanson & Doremus Investment Management
Vermont
$29K
MCM
1196
MV Capital Management
Maryland
$26K
LF
1197
Lee Financial
Texas
$25K
PGAM
1198
Princeton Global Asset Management
New Jersey
$24K
SB
1199
Strategic Blueprint
Georgia
$23K +$23.2K +52 New
GCM
1200
Gables Capital Management
Florida
$22K

BLK Hedge Fund Activity: Q3 2019 in Review

1,260 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Blackrock (BLK) for Q3 2019, worth a combined $57B — down 6% from $60.6B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new BLK positions and 79 closed out — a net gain of 5 holders — while 502 added to existing stakes and 484 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $274M. The largest seller was UBS Group, cutting an estimated $313M.

  • 1,260 institutional investors held Blackrock (BLK) as of Q3 2019, down from 1,266 in Q2 2019.
  • Funds reported $57B of Blackrock stock for Q3 2019, down 6% quarter-over-quarter.
  • 84 funds opened new Blackrock positions in Q3 2019 and 79 closed out, a net change of +5 holders.
  • The largest Blackrock buyer in Q3 2019 was Citadel Advisors, an estimated $274M added.
  • The largest Blackrock seller in Q3 2019 was UBS Group, an estimated $313M sold.

Based on aggregated 13F filings for Q3 2019.