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Blackrock

1,931 hedge funds and large institutions have $101B invested in Blackrock in 2023 Q4 according to their latest regulatory filings, with 276 funds opening new positions, 613 increasing their positions, 816 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 276 | Existing positions closed: 112

46% more funds holding in top 10

Funds holding in top 10: 2841 (+13)

33% more capital invested

Capital invested by funds: $75.9B → $101B (+$24.7B)

7% more funds holding

Funds holding: 1,8001,931 (+131)

4.72% more ownership

Funds ownership: 78.66%83.38% (+4.7%)

6% less call options, than puts

Call options by funds: $1.35B | Put options by funds: $1.44B

25% less repeat investments, than reductions

Existing positions increased: 613 | Existing positions reduced: 816

Holders
1,931
Holders Change
+131
Holders Change %
+7.28%
% of All Funds
28.15%
Holding in Top 10
41
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+46.43%
% of All Funds
0.6%
New
276
Increased
613
Reduced
816
Closed
112
Calls
$1.35B
Puts
$1.44B
Net Calls
-$93.6M
Net Calls Change
-$10.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
351
CAPTRUST Financial Advisors
North Carolina
$13.1M +$1.98M +2,840 +21%
VFM
352
Viking Fund Management
North Dakota
$13M
BCM
353
Basswood Capital Management
New York
$13M -$12.7M -18,202 -53%
GF
354
Gabelli Funds
New York
$12.9M -$209K -300 -2%
BCMO
355
Buckingham Capital Management (Ohio)
Ohio
$12.9M -$269K -385 -2%
LIA
356
LS Investment Advisors
Michigan
$12.8M -$278K -398 -2%
BWL
357
Bogart Wealth LLC
Virginia
$12.8M -$161K -230 -1%
SMDAM
358
Sumitomo Mitsui DS Asset Management
Japan
$12.7M +$175K +251 +2%
OPERF
359
Oregon Public Employees Retirement Fund
Oregon
$12.6M -$1.83M -2,623 -14%
EWM
360
Edge Wealth Management
New York
$12.5M -$159K -228 -1%
Two Sigma Investments
361
Two Sigma Investments
New York
$12.5M +$10.7M +15,395 New
AMBIA
362
Allen Mooney & Barnes Investment Advisors
Georgia
$12.4M +$90.7K +130 +0.9%
RMC
363
Resources Management Corp
Connecticut
$12.4M -$42.6K -61 -0.4%
SPIA
364
Steward Partners Investment Advisory
New York
$12.3M +$690K +989 +7%
FFP
365
FourThought Financial Partners
Florida
$12.1M -$258K -369 -2%
BCI
366
Brinker Capital Investments
Pennsylvania
$12M -$1.05M -1,507 -9%
OPS
367
Orion Portfolio Solutions
Nebraska
$12M -$1.05M -1,507 -9%
SMFG
368
Sumitomo Mitsui Financial Group
Japan
$12M +$408K +585 +4%
AI
369
Atria Investments
North Carolina
$11.9M -$283K -405 -3%
CIA
370
Covington Investment Advisors
Pennsylvania
$11.8M +$754K +1,080 +8%
IIM
371
INTECH Investment Management
Florida
$11.8M -$8.61M -12,333 -46%
KAS
372
Kestra Advisory Services
Texas
$11.8M +$195K +279 +2%
ERIM
373
Eagle Ridge Investment Management
Connecticut
$11.8M -$194K -278 -2%
SCM
374
Sandler Capital Management
New York
$11.8M +$10.1M +14,500 New
SSA
375
Schonfeld Strategic Advisors
New York
$11.8M -$5.3M -7,589 -34%

BLK Hedge Fund Activity: Q4 2023 in Review

1,931 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Blackrock (BLK) for Q4 2023, worth a combined $101B — up 33% from $75.9B a quarter earlier.

Buyers outnumbered sellers: 276 funds opened new BLK positions and 112 closed out — a net gain of 164 holders — while 613 added to existing stakes and 816 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.07B. The largest seller was Millennium Management, cutting an estimated $184M.

  • 1,931 institutional investors held Blackrock (BLK) as of Q4 2023, up from 1,800 in Q3 2023.
  • Funds reported $101B of Blackrock stock for Q4 2023, up 33% quarter-over-quarter.
  • 276 funds opened new Blackrock positions in Q4 2023 and 112 closed out, a net change of +164 holders.
  • The largest Blackrock buyer in Q4 2023 was Morgan Stanley, an estimated $3.07B added.
  • The largest Blackrock seller in Q4 2023 was Millennium Management, an estimated $184M sold.

Based on aggregated 13F filings for Q4 2023.