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Blackrock

897 hedge funds and large institutions have $50.6B invested in Blackrock in 2016 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 331 increasing their positions, 351 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 41

3% more funds holding in top 10

Funds holding in top 10: 2930 (+1)

3% more funds holding

Funds holding: 872897 (+25)

4% more capital invested

Capital invested by funds: $48.5B → $50.6B (+$2.08B)

0.1% less ownership

Funds ownership: 86.63%86.53% (-0.1%)

6% less repeat investments, than reductions

Existing positions increased: 331 | Existing positions reduced: 351

21% less call options, than puts

Call options by funds: $280M | Put options by funds: $356M

Holders
897
Holders Change
+25
Holders Change %
+2.87%
% of All Funds
23.93%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.8%
New
75
Increased
331
Reduced
351
Closed
41
Calls
$280M
Puts
$356M
Net Calls
-$76M
Net Calls Change
+$25M
Name Holding Trade Value Shares
Change
Change in
Stake
LOAMS
176
Lombard Odier Asset Management (Switzerland)
Switzerland
$14.5M +$14.6M +40,000 New
AAMU
177
Amundi Asset Management US
Massachusetts
$14.4M -$10.6K -29 -0.1%
GH
178
GAM Holding
Switzerland
$14.4M +$90.2K +248 +0.6%
SYBT
179
Stock Yards Bank & Trust
Kentucky
$14.4M +$57.1K +157 +0.4%
PSUF
180
People's United Financial
Connecticut
$14.3M +$639K +1,755 +5%
ASRS
181
Arizona State Retirement System
Arizona
$14.3M -$1.53M -4,200 -10%
ACI
182
AMP Capital Investors
Australia
$14.2M +$291K +800 +2%
ACPU
183
Arrowgrass Capital Partners (US)
Delaware
$14.1M +$14.2M +39,036 New
LIA
184
LS Investment Advisors
Michigan
$14M -$94.2K -259 -0.7%
VWM
185
Valley Wealth Managers
New Jersey
$14M -$20K -55 -0.1%
JMPWA
186
JP Morgan Private Wealth Advisors
California
$13.8M +$1.18M +3,239 +9%
Baird Financial Group
187
Baird Financial Group
Wisconsin
$13.7M +$604K +1,660 +5%
TPSF
188
Texas Permanent School Fund
Texas
$13.6M -$1.18M -3,237 -8%
Nisa Investment Advisors
189
Nisa Investment Advisors
Missouri
$13.6M -$218K -600 -2%
WT
190
Whittier Trust
California
$13.5M -$54.6K -150 -0.4%
CT
191
Cambridge Trust
Massachusetts
$13.5M +$381K +1,047 +3%
Natixis Advisors
192
Natixis Advisors
Massachusetts
$13.4M -$2.34M -6,418 -15%
GIBU
193
Gulf International Bank (UK)
United Kingdom
$13.4M +$14.6K +40 +0.1%
EB
194
Eastern Bank
Massachusetts
$13M +$9.94M +27,313 +321%
CFC
195
Cincinnati Financial Corp
Ohio
$12.7M
NFA
196
Nationwide Fund Advisors
Ohio
$12.5M -$307K -845 -2%
Barclays
197
Barclays
United Kingdom
$12.5M -$10.6M -29,142 -46%
NPPM
198
North Point Portfolio Managers
Ohio
$12.4M +$67.7K +186 +0.5%
Daiwa Securities Group
199
Daiwa Securities Group
Japan
$12.2M -$1.48M -4,080 -11%
AIA
200
Avalon Investment & Advisory
Texas
$12.2M -$242K -665 -2%

BLK Hedge Fund Activity: Q3 2016 in Review

897 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Blackrock (BLK) for Q3 2016, worth a combined $50.6B — up 4.3% from $48.5B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new BLK positions and 41 closed out — a net gain of 34 holders — while 331 added to existing stakes and 351 trimmed.

The largest buyer was Capital World Investors, adding an estimated $398M. The largest seller was T. Rowe Price Associates, cutting an estimated $441M.

  • 897 institutional investors held Blackrock (BLK) as of Q3 2016, up from 872 in Q2 2016.
  • Funds reported $50.6B of Blackrock stock for Q3 2016, up 4.3% quarter-over-quarter.
  • 75 funds opened new Blackrock positions in Q3 2016 and 41 closed out, a net change of +34 holders.
  • The largest Blackrock buyer in Q3 2016 was Capital World Investors, an estimated $398M added.
  • The largest Blackrock seller in Q3 2016 was T. Rowe Price Associates, an estimated $441M sold.

Based on aggregated 13F filings for Q3 2016.