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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
PWMAG
576
Pinnacle Wealth Management Advisory Group
New Jersey
$4.17M -$274K -389 -6%
BPC
577
Banque Pictet & Cie
Switzerland
$4.14M +$1.71M +2,428 +64%
LWA
578
LWS Wealth Advisors
New Jersey
$4.13M +$1.77M +2,515 +69%
API
579
Advisor Partners II
California
$4.09M -$293K -416 -6%
MCM
580
Mitchell Capital Management
Kansas
$4.02M +$1.41M +2,004 +50%
RC
581
RBF Capital
California
$4.01M
EDRH
582
Edmond de Rothschild Holding
Switzerland
$4.01M -$37.3K -53 -0.9%
APWM
583
Argonautica Private Wealth Management
Massachusetts
$3.98M -$458K -650 -10%
BCM
584
Bourgeon Capital Management
Connecticut
$3.94M -$28.9K -41 -0.7%
EVM
585
Evelyn V. Moreno
$3.94M +$83.1K +118 +2%
LWM
586
Lyell Wealth Management
California
$3.92M -$31.7K -45 -0.8%
SWS
587
SYSTM Wealth Solutions
Illinois
$3.92M -$152K -216 -4%
VMPIC
588
Varma Mutual Pension Insurance Co
Finland
$3.91M
BB
589
Berkshire Bank
Massachusetts
$3.9M -$110K -156 -3%
GT
590
Greenleaf Trust
Michigan
$3.9M +$318K +452 +8%
BAMF
591
BI Asset Management Fondsmaeglerselskab
Denmark
$3.83M +$406K +576 +11%
MM
592
Meridian Management
Arkansas
$3.82M -$263K -373 -6%
CTA
593
Chesley Taft & Associates
Illinois
$3.75M -$52.1K -74 -1%
JCM
594
Janney Capital Management
Pennsylvania
$3.69M +$356K +505 +10%
EI
595
Ethic Inc
New York
$3.69M +$1.84M +2,611 +90%
BRCM
596
Bright Rock Capital Management
Massachusetts
$3.68M -$3.52M -5,000 -48%
MCP
597
Mirador Capital Partners
California
$3.68M -$264K -375 -6%
CA
598
Cetera Advisors
Colorado
$3.67M -$25.4K -36 -0.7%
NW
599
NewEdge Wealth
Pennsylvania
$3.67M -$1.1M -1,562 -22%
FT
600
Fiduciary Trust
Massachusetts
$3.64M -$156K -222 -4%

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.