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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
CWM
526
CMH Wealth Management
New Hampshire
$5.17M +$48.6K +69 +0.9%
LFAS
527
Level Four Advisory Services
Texas
$5.1M +$9.86K +14 +0.2%
TSS
528
Two Sigma Securities
New York
$5.1M +$4.84M +6,875 +918%
GAM
529
Gotham Asset Management
New York
$5.05M -$2.49M -3,538 -32%
TFA
530
Toth Financial Advisory
Virginia
$5.03M +$261K +370 +5%
FC
531
Fulcrum Capital
Washington
$5.02M -$199K -283 -4%
ATPW
532
Ashton Thomas Private Wealth
Arizona
$5.01M +$147K +208 +3%
CCFP
533
Charles Carroll Financial Partners
Massachusetts
$5.01M +$845K +1,200 +19%
AA
534
ALPS Advisors
Colorado
$4.97M -$287K -408 -5%
MKA
535
M. Kulyk & Associates
Georgia
$4.97M +$199K +283 +4%
MFG
536
Merit Financial Group
Georgia
$4.93M +$316K +449 +6%
SAM
537
Security Asset Management
New York
$4.93M -$719K -1,021 -12%
HIA
538
Harbor Investment Advisory
Maryland
$4.92M -$142K -201 -3%
NGA
539
Naples Global Advisors
Florida
$4.91M -$270K -384 -5%
PCTC
540
Perkins Coie Trust Company
Washington
$4.91M +$170K +242 +3%
WFMPM
541
Woodley Farra Manion Portfolio Management
Indiana
$4.9M -$67.6K -96 -1%
TAF
542
Tredje AP-fonden
Sweden
$4.89M +$656K +931 +15%
SI
543
Stephens Inc
Arkansas
$4.89M -$123K -175 -2%
BWM
544
Bulltick Wealth Management
Florida
$4.83M -$39.4K -56 -0.8%
BFA
545
Bragg Financial Advisors
North Carolina
$4.82M +$511K +726 +11%
AMM
546
American Money Management
California
$4.81M +$102K +145 +2%
AWM
547
AE Wealth Management
Kansas
$4.81M +$891K +1,265 +21%
PPW
548
Parcion Private Wealth
Washington
$4.79M +$428K +608 +9%
AF
549
Arrow Financial
New York
$4.78M +$21.1K +30 +0.4%
BSC
550
Brown Shipley & Co
United Kingdom
$4.78M +$5.03M +7,141 New

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.