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Blackrock

1,833 hedge funds and large institutions have $78.3B invested in Blackrock in 2023 Q1 according to their latest regulatory filings, with 151 funds opening new positions, 698 increasing their positions, 738 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 151 | Existing positions closed: 102

27.79% more ownership

Funds ownership: 79.54%107.34% (+28%)

0% more funds holding

Funds holding: 1,8251,833 (+8)

5% less repeat investments, than reductions

Existing positions increased: 698 | Existing positions reduced: 738

8% less capital invested

Capital invested by funds: $85.6B → $78.3B (-$7.22B)

10% less call options, than puts

Call options by funds: $899M | Put options by funds: $1B

26% less funds holding in top 10

Funds holding in top 10: 5037 (-13)

Holders
1,833
Holders Change
+8
Holders Change %
+0.44%
% of All Funds
29.21%
Holding in Top 10
37
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-26%
% of All Funds
0.59%
New
151
Increased
698
Reduced
738
Closed
102
Calls
$899M
Puts
$1B
Net Calls
-$103M
Net Calls Change
+$401M
Name Holding Trade Value Shares
Change
Change in
Stake
CIC
276
Carnegie Investment Counsel
Ohio
$18.5M -$2.65M -3,760 -12%
WT
277
Washington Trust
Rhode Island
$18.5M -$125K -177 -0.6%
ECM
278
ExodusPoint Capital Management
New York
$18.4M +$19.4M +27,489 New
II
279
IFM Investors
Australia
$18.4M +$456K +647 +2%
PAI
280
Pittenger & Anderson Inc
Nebraska
$18.4M -$177K -251 -0.9%
Mirae Asset Global Investments
281
Mirae Asset Global Investments
South Korea
$18.2M +$1.94M +2,756 +11%
URS
282
Utah Retirement Systems
Utah
$17.7M -$149K -212 -0.8%
GW
283
GW & Wade
Massachusetts
$17.6M +$209K +296 +1%
WT
284
Whittier Trust
California
$17.6M -$52.8K -75 -0.3%
CWM
285
CIBC World Markets
New York
$17.6M -$30.7M -43,536 -62%
BCM
286
Basswood Capital Management
New York
$17.4M +$12M +17,031 +190%
BFM
287
Boston Financial Management
Massachusetts
$17.3M -$407K -578 -2%
NIG
288
NFJ Investment Group
Texas
$17.3M -$3.01M -4,274 -14%
ACM
289
Advisors Capital Management
New Jersey
$17.2M -$4.13M -5,860 -19%
WMSA
290
Weiss Multi-Strategy Advisers
New York
$17.1M +$11.5M +16,395 +180%
COPPSERS
291
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$17M -$704 -1 -0%
VIA
292
Vident Investment Advisory
Georgia
$16.9M -$166K -236 -0.9%
H
293
HoyleCohen
California
$16.8M +$128K +182 +0.7%
GGI
294
Godsey & Gibb Inc
Virginia
$16.4M +$185K +263 +1%
NAM
295
NorthCrest Asset Manangement
Minnesota
$16.3M +$1.78M +2,533 +12%
FNBT
296
FineMark National Bank & Trust
Florida
$16.3M -$12.7K -18 -0.1%
FNBOO
297
First National Bank of Omaha
Nebraska
$16.1M -$309K -439 -2%
VW
298
Vantage Wealth
California
$16.1M -$2.47M -3,511 -13%
GP
299
Girard Partners
Pennsylvania
$16M +$1.36M +1,935 +9%
PMEF
300
Point72 Middle East FZE
United Arab Emirates
$15.7M +$16.5M +23,395 +17,590%

BLK Hedge Fund Activity: Q1 2023 in Review

1,833 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Blackrock (BLK) for Q1 2023, worth a combined $78.3B — down 8.4% from $85.6B a quarter earlier.

Buyers outnumbered sellers: 151 funds opened new BLK positions and 102 closed out — a net gain of 49 holders — while 698 added to existing stakes and 738 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $679M. The largest seller was Fidelity Investments, cutting an estimated $490M.

  • 1,833 institutional investors held Blackrock (BLK) as of Q1 2023, up from 1,825 in Q4 2022.
  • Funds reported $78.3B of Blackrock stock for Q1 2023, down 8.4% quarter-over-quarter.
  • 151 funds opened new Blackrock positions in Q1 2023 and 102 closed out, a net change of +49 holders.
  • The largest Blackrock buyer in Q1 2023 was Capital Research Global Investors, an estimated $679M added.
  • The largest Blackrock seller in Q1 2023 was Fidelity Investments, an estimated $490M sold.

Based on aggregated 13F filings for Q1 2023.