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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
LFG
1251
Larson Financial Group
Missouri
$4K
SIS
1252
Sound Income Strategies
Florida
$4K
OFW
1253
Omnia Family Wealth
Florida
$4K +$1.68K +4 +80%
TFGT
1254
TS Financial Group (TSFG)
Illinois
$4K +$4.2K +10 New
KFS
1255
Kelly Financial Services
Massachusetts
$3.85K +$3.78K +9 New
CA
1256
Centerpoint Advisors
Massachusetts
$3K
JAM
1257
JCIC Asset Management
Ontario, Canada
$3K
MFT
1258
Moisand Fitzgerald Tamayo
Florida
$3K
MRCM
1259
M&R Capital Management
New Jersey
$3K
FGAM
1260
Financial Gravity Asset Management
Texas
$3K +$2.94K +7 New
WWM
1261
Willingdon Wealth Management
North Carolina
$2K -$7.55K -18 -82%
FMP
1262
Financial Management Professionals
Texas
$2K
GWMIA
1263
Global Wealth Management Investment Advisory
Florida
$2K
LFG
1264
LifePlan Financial Group
Ohio
$2K
CFD
1265
Creative Financial Designs
Indiana
$1K +$839 +2 New
MAM
1266
Meeder Asset Management
Ohio
$1K +$1.26K +3 New
BFG
1267
Beacon Financial Group
Texas
$259
PHS
1268
PFM Health Sciences
California
-$65.5M -166,775 Closed
GIC
1269
GFI Investment Counsel
Ontario, Canada
-$18.9M -48,091 Closed
Lord, Abbett & Co
1270
Lord, Abbett & Co
New Jersey
-$14.2M -36,062 Closed
VWM
1271
Valley Wealth Managers
New Jersey
-$13.4M -34,034 Closed
PFMOSF
1272
Philadelphia Financial Management of San Francisco
California
-$8.23M -20,944 Closed
Voloridge Investment Management
1273
Voloridge Investment Management
Florida
-$6.86M -17,469 Closed
MWA
1274
Marshall Wace Asia
Hong Kong
-$4.97M -12,656 Closed
TF
1275
TIAA FSB
Florida
-$4.09M -10,416 Closed

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.