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Blackrock

1,063 hedge funds and large institutions have $61.7B invested in Blackrock in 2017 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 426 increasing their positions, 365 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 36

17% more repeat investments, than reductions

Existing positions increased: 426 | Existing positions reduced: 365

8% more funds holding in top 10

Funds holding in top 10: 3841 (+3)

6% more capital invested

Capital invested by funds: $58.2B → $61.7B (+$3.47B)

5% more funds holding

Funds holding: 1,0111,063 (+52)

0.44% more ownership

Funds ownership: 85.27%85.71% (+0.44%)

27% less call options, than puts

Call options by funds: $363M | Put options by funds: $498M

Holders
1,063
Holders Change
+52
Holders Change %
+5.14%
% of All Funds
26.5%
Holding in Top 10
41
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.89%
% of All Funds
1.02%
New
101
Increased
426
Reduced
365
Closed
36
Calls
$363M
Puts
$498M
Net Calls
-$135M
Net Calls Change
-$25.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$15.4B -$1.74M -4,076 -0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.78B +$2.9M +6,787 +0.1%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$3.25B +$28.7M +67,203 +0.9%
BlackRock
4
BlackRock
New York
$3.11B +$84.5M +197,870 +3%
Capital World Investors
5
Capital World Investors
California
$2.96B -$204M -478,262 -7%
Bank of America
6
Bank of America
North Carolina
$2.43B +$464M +1,086,225 +25%
State Street
7
State Street
Massachusetts
$2.4B +$20.6M +48,225 +0.9%
Norges Bank
8
Norges Bank
Norway
$1.78B -$428M -1,003,890 -20%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$1.47B -$88.9M -208,331 -6%
MFG
10
Mizuho Financial Group
Japan
$1.37B
JP Morgan Chase
11
JP Morgan Chase
New York
$1.04B -$44.5M -104,327 -4%
UBS Group
12
UBS Group
Switzerland
$916M +$95.7M +224,181 +12%
Wells Fargo
13
Wells Fargo
California
$909M +$661K +1,548 +0.1%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$902M +$4.4M +10,317 +0.5%
ClearBridge Investments
15
ClearBridge Investments
New York
$808M +$3.05M +7,149 +0.4%
Northern Trust
16
Northern Trust
Illinois
$798M +$33.7M +78,893 +5%
Morgan Stanley
17
Morgan Stanley
New York
$718M +$25.2M +59,106 +4%
TP
18
Third Point
New York
$693M
Bank of New York Mellon
19
Bank of New York Mellon
New York
$554M -$3.47M -8,137 -0.7%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$542M +$18.6M +43,642 +4%
LCOV
21
London Company of Virginia
Virginia
$428M -$13.9M -32,587 -3%
Ameriprise
22
Ameriprise
Minnesota
$415M -$7.73M -18,112 -2%
EIP
23
Epoch Investment Partners
New York
$329M -$7.11M -16,661 -2%
Goldman Sachs
24
Goldman Sachs
New York
$316M -$9.9M -23,204 -3%
Franklin Resources
25
Franklin Resources
California
$316M -$2.29M -5,362 -0.8%

BLK Hedge Fund Activity: Q3 2017 in Review

1,063 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Blackrock (BLK) for Q3 2017, worth a combined $61.7B — up 6% from $58.2B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new BLK positions and 36 closed out — a net gain of 65 holders — while 426 added to existing stakes and 365 trimmed.

The largest buyer was Bank of America, adding an estimated $464M. The largest seller was Norges Bank, cutting an estimated $428M.

  • 1,063 institutional investors held Blackrock (BLK) as of Q3 2017, up from 1,011 in Q2 2017.
  • Funds reported $61.7B of Blackrock stock for Q3 2017, up 6% quarter-over-quarter.
  • 101 funds opened new Blackrock positions in Q3 2017 and 36 closed out, a net change of +65 holders.
  • The largest Blackrock buyer in Q3 2017 was Bank of America, an estimated $464M added.
  • The largest Blackrock seller in Q3 2017 was Norges Bank, an estimated $428M sold.

Based on aggregated 13F filings for Q3 2017.