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Blackrock

964 hedge funds and large institutions have $53.1B invested in Blackrock in 2016 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 352 increasing their positions, 351 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 47

27% more funds holding in top 10

Funds holding in top 10: 3038 (+8)

7% more funds holding

Funds holding: 897964 (+67)

5% more capital invested

Capital invested by funds: $50.6B → $53.1B (+$2.52B)

0% more repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 351

0.34% less ownership

Funds ownership: 86.53%86.19% (-0.34%)

43% less call options, than puts

Call options by funds: $261M | Put options by funds: $460M

Holders
964
Holders Change
+67
Holders Change %
+7.47%
% of All Funds
24.1%
Holding in Top 10
38
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+26.67%
% of All Funds
0.95%
New
132
Increased
352
Reduced
351
Closed
47
Calls
$261M
Puts
$460M
Net Calls
-$199M
Net Calls Change
-$123M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$13.2B -$17.5M -47,824 -0.1%
Norges Bank
2
Norges Bank
Norway
$3.25B -$42.6M -116,129 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.87B +$64.2M +174,943 +2%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$2.75B -$661M -1,801,042 -20%
State Street
5
State Street
Massachusetts
$2.03B +$143M +389,812 +8%
Capital World Investors
6
Capital World Investors
California
$1.91B +$232M +632,957 +14%
Bank of America
7
Bank of America
North Carolina
$1.69B +$31.7M +86,465 +2%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$1.43B -$280M -763,100 -17%
BIT
9
BlackRock Institutional Trust
California
$1.22B +$20M +54,628 +2%
MFG
10
Mizuho Financial Group
Japan
$1.17B
JP Morgan Chase
11
JP Morgan Chase
New York
$867M -$287M -782,537 -26%
Morgan Stanley
12
Morgan Stanley
New York
$848M -$68.8M -187,579 -8%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$845M -$39.4M -107,508 -5%
Wells Fargo
14
Wells Fargo
California
$746M +$24.2M +66,046 +3%
BFA
15
BlackRock Fund Advisors
California
$687M +$58.2M +158,663 +10%
Northern Trust
16
Northern Trust
Illinois
$674M -$5.29M -14,433 -0.8%
ClearBridge Investments
17
ClearBridge Investments
New York
$548M +$175M +478,427 +50%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$504M -$135M -366,783 -22%
UBS Group
19
UBS Group
Switzerland
$460M +$356M +970,002 +404%
Ameriprise
20
Ameriprise
Minnesota
$426M -$106M -288,503 -20%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$409M +$14.9M +40,536 +4%
BG
22
BlackRock Group
United Kingdom
$392M +$21.5M +58,646 +6%
Harris Associates
23
Harris Associates
Illinois
$385M -$85.4M -232,994 -19%
LCOV
24
London Company of Virginia
Virginia
$366M +$24.1M +65,623 +7%
EIP
25
Epoch Investment Partners
New York
$351M +$11.1M +30,333 +3%

BLK Hedge Fund Activity: Q4 2016 in Review

964 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Blackrock (BLK) for Q4 2016, worth a combined $53.1B — up 5% from $50.6B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new BLK positions and 47 closed out — a net gain of 85 holders — while 352 added to existing stakes and 351 trimmed.

The largest buyer was UBS Group, adding an estimated $356M. The largest seller was Wellington Management Group, cutting an estimated $661M.

  • 964 institutional investors held Blackrock (BLK) as of Q4 2016, up from 897 in Q3 2016.
  • Funds reported $53.1B of Blackrock stock for Q4 2016, up 5% quarter-over-quarter.
  • 132 funds opened new Blackrock positions in Q4 2016 and 47 closed out, a net change of +85 holders.
  • The largest Blackrock buyer in Q4 2016 was UBS Group, an estimated $356M added.
  • The largest Blackrock seller in Q4 2016 was Wellington Management Group, an estimated $661M sold.

Based on aggregated 13F filings for Q4 2016.