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Blackrock

1,854 hedge funds and large institutions have $80.7B invested in Blackrock in 2023 Q2 according to their latest regulatory filings, with 138 funds opening new positions, 683 increasing their positions, 782 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 100

1% more funds holding

Funds holding: 1,8331,854 (+21)

3% more capital invested

Capital invested by funds: $78.3B → $80.7B (+$2.38B)

5% less call options, than puts

Call options by funds: $677M | Put options by funds: $711M

13% less repeat investments, than reductions

Existing positions increased: 683 | Existing positions reduced: 782

29.27% less ownership

Funds ownership: 107.34%78.07% (-29%)

35% less funds holding in top 10

Funds holding in top 10: 3724 (-13)

Holders
1,854
Holders Change
+21
Holders Change %
+1.15%
% of All Funds
29.11%
Holding in Top 10
24
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-35.14%
% of All Funds
0.38%
New
138
Increased
683
Reduced
782
Closed
100
Calls
$677M
Puts
$711M
Net Calls
-$34.4M
Net Calls Change
+$68.8M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
501
Graybill Wealth Management
Illinois
$5.76M +$163K +244 +3%
GAM
502
Gotham Asset Management
New York
$5.75M +$512K +765 +10%
DBT
503
Dubuque Bank & Trust
Iowa
$5.7M -$135K -201 -2%
CCFP
504
Charles Carroll Financial Partners
Massachusetts
$5.69M +$502K +750 +10%
ATPW
505
Ashton Thomas Private Wealth
Arizona
$5.68M +$488K +728 +10%
KPWS
506
Kestra Private Wealth Services
Texas
$5.67M +$1.07M +1,598 +24%
WAM
507
Wolverine Asset Management
Illinois
$5.66M +$5.49M +8,192 New
CWM
508
CMH Wealth Management
New Hampshire
$5.65M +$298K +445 +6%
BFA
509
Bragg Financial Advisors
North Carolina
$5.64M +$649K +969 +13%
TPCW
510
TD Private Client Wealth
New York
$5.62M -$32.1K -48 -0.6%
SIG
511
Stonegate Investment Group
Alabama
$5.62M -$112K -167 -2%
SFI
512
Siemens Fonds Invest
Germany
$5.6M -$50.2K -75 -0.9%
IPAM
513
ICICI Prudential Asset Management
India
$5.58M
NC
514
Nicholas Company
Wisconsin
$5.54M
SCA
515
Snowden Capital Advisors
New York
$5.53M -$332K -496 -6%
PFS
516
Prospera Financial Services
Texas
$5.52M -$341K -509 -6%
1832 Asset Management
517
1832 Asset Management
Ontario, Canada
$5.48M -$1.34K -2 -0%
JC
518
JB Capital
Connecticut
$5.47M -$151K -226 -3%
GFS
519
GYL Financial Synergies
Connecticut
$5.46M +$5M +7,465 +1,712%
LFAS
520
Level Four Advisory Services
Texas
$5.43M +$151K +225 +3%
TFA
521
Toth Financial Advisory
Virginia
$5.41M +$210K +313 +4%
MFG
522
Merit Financial Group
Georgia
$5.4M +$297K +443 +6%
MKA
523
M. Kulyk & Associates
Georgia
$5.4M +$263K +392 +5%
BFG
524
Beacon Financial Group
Texas
$5.35M -$113K -169 -2%
Kovitz Investment Group Partners
525
Kovitz Investment Group Partners
Illinois
$5.32M -$58.3K -87 -1%

BLK Hedge Fund Activity: Q2 2023 in Review

1,854 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Blackrock (BLK) for Q2 2023, worth a combined $80.7B — up 3% from $78.3B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new BLK positions and 100 closed out — a net gain of 38 holders — while 683 added to existing stakes and 782 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $171M. The largest seller was OFI Invest Asset Management, cutting an estimated $29.5B.

  • 1,854 institutional investors held Blackrock (BLK) as of Q2 2023, up from 1,833 in Q1 2023.
  • Funds reported $80.7B of Blackrock stock for Q2 2023, up 3% quarter-over-quarter.
  • 138 funds opened new Blackrock positions in Q2 2023 and 100 closed out, a net change of +38 holders.
  • The largest Blackrock buyer in Q2 2023 was Capital Research Global Investors, an estimated $171M added.
  • The largest Blackrock seller in Q2 2023 was OFI Invest Asset Management, an estimated $29.5B sold.

Based on aggregated 13F filings for Q2 2023.