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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
SMDAM
426
Sumitomo Mitsui DS Asset Management
Japan
$8.3M +$378K +536 +5%
FVWA
427
Foster Victor Wealth Advisors
South Carolina
$8.27M +$362K +514 +4%
AMCA
428
Arthur M. Cohen & Associates
Illinois
$8.24M -$137K -195 -2%
CIA
429
Covington Investment Advisors
Pennsylvania
$8.19M -$3.52K -5 -0%
EWA
430
Exencial Wealth Advisors
Oklahoma
$8.14M -$593K -842 -6%
CAPTRUST Financial Advisors
431
CAPTRUST Financial Advisors
North Carolina
$8.12M -$872K -1,238 -9%
EMPI
432
Elo Mutual Pension Insurance
Finland
$8.02M +$226K +321 +3%
FA
433
FDx Advisors
Illinois
$7.93M
KRS
434
Kentucky Retirement Systems
Kentucky
$7.92M -$9.16K -13 -0.1%
MSRPS
435
Maryland State Retirement & Pension System
Maryland
$7.86M -$47.2K -67 -0.6%
BCM
436
Bayesian Capital Management
New York
$7.83M +$8.25M +11,706 New
PTB
437
Pioneer Trust Bank
Oregon
$7.71M +$115K +163 +1%
CT
438
Caldwell Trust
Florida
$7.58M -$139K -197 -2%
SBH
439
Segall Bryant & Hamill
Illinois
$7.58M -$743K -1,055 -9%
JIR
440
James Investment Research
Ohio
$7.56M -$88K -125 -1%
GI
441
GAMCO Investors
Connecticut
$7.54M -$185K -263 -2%
CCM
442
Copeland Capital Management
Pennsylvania
$7.5M -$297K -421 -4%
ACIM
443
Azimuth Capital Investment Management
Michigan
$7.48M -$70.4K -100 -0.9%
WTC
444
WhitTier Trust Company
Nevada
$7.47M +$55.6K +79 +0.7%
MYAM
445
Meiji Yasuda Asset Management
Japan
$7.27M +$2.6M +3,685 +51%
MIG
446
McGuire Investment Group
Rhode Island
$7.18M -$4.93K -7 -0.1%
KWM
447
Kingsview Wealth Management
Oregon
$7.16M -$397K -564 -5%
Twin Tree Management
448
Twin Tree Management
Texas
$7.14M -$3.61M -5,131 -32%
PAG
449
Private Advisor Group
New Jersey
$7.13M +$243K +345 +3%
TC
450
Telemus Capital
Michigan
$7.13M -$211K -299 -3%

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.