Blackrock
BLK
788 hedge funds and large institutions have $47.9B invested in Blackrock in 2014 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 325 increasing their positions, 293 reducing their positions, and 42 closing their positions.
17% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 42
11% more funds holding in top 10
Funds holding in top 10: 36 → 40 (+4)
11% more repeat investments, than reductions
Existing positions increased: 325 | Existing positions reduced: 293
0% less funds holding
Funds holding: 791 → 788 (-3)
5% less capital invested
Capital invested by funds: $50.3B → $47.9B (-$2.46B)
6.54% less ownership
Funds ownership: 94.37% → 87.83% (-6.5%)
20% less call options, than puts
Call options by funds: $295M | Put options by funds: $368M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$171M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$164M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
+$78.9M |
| 4 |
RFC
Russell Frank Company
Seattle,
Washington
|
+$68.9M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$52.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$3.79B |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$285M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$272M |
| 4 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$80.4M |
| 5 |
SCM
Sandler Capital Management
New York
|
-$64.9M |
BLK Hedge Fund Activity: Q3 2014 in Review
788 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Blackrock (BLK) for Q3 2014, worth a combined $47.9B — down 4.9% from $50.3B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new BLK positions and 42 closed out — a net gain of 7 holders — while 325 added to existing stakes and 293 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $171M. The largest seller was Norges Bank, cutting an estimated $3.79B.
- 788 institutional investors held Blackrock (BLK) as of Q3 2014, down from 791 in Q2 2014.
- Funds reported $47.9B of Blackrock stock for Q3 2014, down 4.9% quarter-over-quarter.
- 49 funds opened new Blackrock positions in Q3 2014 and 42 closed out, a net change of +7 holders.
- The largest Blackrock buyer in Q3 2014 was JP Morgan Chase, an estimated $171M added.
- The largest Blackrock seller in Q3 2014 was Norges Bank, an estimated $3.79B sold.
Based on aggregated 13F filings for Q3 2014.