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Blackrock

1,403 hedge funds and large institutions have $66.1B invested in Blackrock in 2020 Q2 according to their latest regulatory filings, with 169 funds opening new positions, 627 increasing their positions, 445 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 169 | Existing positions closed: 90

41% more repeat investments, than reductions

Existing positions increased: 627 | Existing positions reduced: 445

36% more funds holding in top 10

Funds holding in top 10: 3345 (+12)

16% more capital invested

Capital invested by funds: $57.1B → $66.1B (+$8.98B)

5% more funds holding

Funds holding: 1,3351,403 (+68)

3.69% less ownership

Funds ownership: 83.99%80.3% (-3.7%)

46% less call options, than puts

Call options by funds: $624M | Put options by funds: $1.16B

Holders
1,403
Holders Change
+68
Holders Change %
+5.09%
% of All Funds
28.76%
Holding in Top 10
45
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+36.36%
% of All Funds
0.92%
New
169
Increased
627
Reduced
445
Closed
90
Calls
$624M
Puts
$1.16B
Net Calls
-$538M
Net Calls Change
-$416M
Name Holding Trade Value Shares
Change
Change in
Stake
JIC
1226
Joel Isaacson & Co
New York
$209K +$194K +385 New
RPWA
1227
Regent Peak Wealth Advisors
Georgia
$209K +$194K +385 New
HCM
1228
Hall Capital Management
Rhode Island
$208K +$193K +382 New
BFO
1229
Biltmore Family Office
North Carolina
$207K +$192K +380 New
APW
1230
Acima Private Wealth
Virginia
$206K
BCM
1231
BTR Capital Management
California
$206K +$191K +378 New
BWP
1232
Bernardo Wealth Planning
Pennsylvania
$206K +$191K +379 New
IWC
1233
Integrated Wealth Concepts
Massachusetts
$205K +$191K +378 New
KFP
1234
Keystone Financial Planning
Ohio
$203K +$189K +374 New
FSC
1235
Full Sail Capital
Oklahoma
$202K -$193K -382 -52%
JWA
1236
JFS Wealth Advisors
Pennsylvania
$198K
TC
1237
Truvestments Capital
Florida
$196K -$174K -344 -49%
EW
1238
Evoke Wealth
California
$192K -$104K -205 -42%
CFGS
1239
Concourse Financial Group Securities
Alabama
$192K +$31.3K +62 +21%
BAM
1240
Belpointe Asset Management
Nevada
$179K +$40.4K +80 +32%
AWA
1241
Arkadios Wealth Advisors
Georgia
$178K +$58.1K +115 +57%
TH
1242
TCTC Holdings
Texas
$178K -$329K -651 -66%
BAMCO Inc
1243
BAMCO Inc
New York
$178K
WCG
1244
Weaver Consulting Group
California
$175K
BWA
1245
BDO Wealth Advisors
Florida
$173K
LS
1246
Leelyn Smith
Illinois
$168K -$1.33M -2,638 -90%
PFGIA
1247
Patriot Financial Group Insurance Agency
Massachusetts
$161K +$12.6K +25 +9%
JCM
1248
Jacobi Capital Management
Pennsylvania
$158K
DWA
1249
Dougherty Wealth Advisers
Minnesota
$152K
HIIFS
1250
Harel Insurance Investments & Financial Services
Israel
$151K

BLK Hedge Fund Activity: Q2 2020 in Review

1,403 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Blackrock (BLK) for Q2 2020, worth a combined $66.1B — up 16% from $57.1B a quarter earlier.

Buyers outnumbered sellers: 169 funds opened new BLK positions and 90 closed out — a net gain of 79 holders — while 627 added to existing stakes and 445 trimmed.

The largest buyer was Temasek Holdings, opening a new position worth an estimated $3.01B. The largest seller was PNC Financial Services Group, cutting an estimated $17.1B.

  • 1,403 institutional investors held Blackrock (BLK) as of Q2 2020, up from 1,335 in Q1 2020.
  • Funds reported $66.1B of Blackrock stock for Q2 2020, up 16% quarter-over-quarter.
  • 169 funds opened new Blackrock positions in Q2 2020 and 90 closed out, a net change of +79 holders.
  • The largest Blackrock buyer in Q2 2020 was Temasek Holdings, an estimated $3.01B added.
  • The largest Blackrock seller in Q2 2020 was PNC Financial Services Group, an estimated $17.1B sold.

Based on aggregated 13F filings for Q2 2020.