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Blackrock

1,334 hedge funds and large institutions have $57.1B invested in Blackrock in 2020 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 543 increasing their positions, 523 reducing their positions, and 139 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more funds holding in top 10

Funds holding in top 10: 2433 (+9)

4% more repeat investments, than reductions

Existing positions increased: 543 | Existing positions reduced: 523

0.93% more ownership

Funds ownership: 83.06%83.99% (+0.93%)

3% less funds holding

Funds holding: 1,3751,334 (-41)

12% less capital invested

Capital invested by funds: $64.7B → $57.1B (-$7.59B)

17% less first-time investments, than exits

New positions opened: 115 | Existing positions closed: 139

20% less call options, than puts

Call options by funds: $499M | Put options by funds: $621M

Holders
1,334
Holders Change
-41
Holders Change %
-2.98%
% of All Funds
29.4%
Holding in Top 10
33
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+37.5%
% of All Funds
0.73%
New
115
Increased
543
Reduced
523
Closed
139
Calls
$499M
Puts
$621M
Net Calls
-$122M
Net Calls Change
+$492M
Name Holding Trade Value Shares
Change
Change in
Stake
WAMC
1326
Western Asset Management Company
California
$2K +$1.97K +4 New
BCMIO
1327
Beacon Capital Management Inc (Ohio)
Ohio
$2K +$2.46K +5 New
IWP
1328
IAG Wealth Partners
Wisconsin
$1K
HFA
1329
HC Financial Advisors
California
$1K +$493 +1 New
FWM
1330
Filbrandt Wealth Management
Wisconsin
$1K +$985 +2 New
PW
1331
Price Wealth
Texas
$1K +$1.48K +3 New
MLL
1332
Moody Lynn & Lieberson
Massachusetts
$826 -$123K -250 -12%
TI
1333
tru Independence
Oregon
$442
FCH
1334
Freestone Capital Holdings
Washington
$352 -$1.1M -2,227 -74%
WA
1335
WBH Advisory
Maryland
$324 +$12.8K +26 +4%
WIM
1336
Westside Investment Management
California
$18 +$20.2K +41 New
DAM
1337
Davis Asset Management
California
-$70.4M -140,000 Closed
Squarepoint
1338
Squarepoint
New York
-$27.3M -54,378 Closed
JFA
1339
Johanson Financial Advisors
California
-$76K -38,346 Closed
BA
1340
Bridgewater Associates
Connecticut
-$16.1M -32,065 Closed
SVC
1341
Strycker View Capital
New York
-$11.5M -22,778 Closed
MIFH
1342
Migdal Insurance & Financial Holdings
Israel
-$10.7M -21,252 Closed
BIM
1343
Bridgecreek Investment Management
Oklahoma
-$9.45M -18,790 Closed
BCM
1344
BlueMar Capital Management
Florida
-$8.82M -17,537 Closed
Pacer Advisors
1345
Pacer Advisors
Pennsylvania
-$6.82M -13,557 Closed
Twin Tree Management
1346
Twin Tree Management
Texas
-$6.5M -13,192 Closed
DA
1347
Duality Advisers
Florida
-$5.38M -10,711 Closed
CANY
1348
Caxton Associates (New York)
New York
-$5.03M -10,000 Closed
PI
1349
PEAK6 Investments
Illinois
-$4.47M -9,076 Closed
SCM
1350
Stevens Capital Management
Pennsylvania
-$3.32M -6,606 Closed

BLK Hedge Fund Activity: Q1 2020 in Review

1,334 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Blackrock (BLK) for Q1 2020, worth a combined $57.1B — down 12% from $64.7B a quarter earlier.

Sellers outnumbered buyers: 139 funds closed out of BLK and 115 opened new positions — a net loss of 24 holders — while 523 trimmed existing stakes and 543 added.

The largest buyer was Bank of America, adding an estimated $550M. The largest seller was Capital World Investors, cutting an estimated $626M.

  • 1,334 institutional investors held Blackrock (BLK) as of Q1 2020, down from 1,375 in Q4 2019.
  • Funds reported $57.1B of Blackrock stock for Q1 2020, down 12% quarter-over-quarter.
  • 115 funds opened new Blackrock positions in Q1 2020 and 139 closed out, a net change of -24 holders.
  • The largest Blackrock buyer in Q1 2020 was Bank of America, an estimated $550M added.
  • The largest Blackrock seller in Q1 2020 was Capital World Investors, an estimated $626M sold.

Based on aggregated 13F filings for Q1 2020.