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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
CWP
601
Cyndeo Wealth Partners
Florida
$4.14M +$1.23M +1,758 +53%
EF
602
Empirical Finance
Pennsylvania
$4.14M +$3.49K +5 +0.1%
VIM
603
Vinva Investment Management
Australia
$4.13M +$3.54M +5,069 New
PPWP
604
Proquility Private Wealth Partners
Nevada
$4.1M -$69.1K -99 -2%
AAS
605
Avantax Advisory Services
Texas
$4.09M +$67.7K +97 +2%
BPA
606
Beacon Pointe Advisors
California
$4.08M -$198K -284 -5%
KRSITF
607
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.04M +$4.19K +6 +0.1%
CIC
608
Cincinnati Indemnity Company
Ohio
$3.98M
BEC
609
Blue Edge Capital
Virginia
$3.96M -$17.5K -25 -0.5%
PIM
610
Penobscot Investment Management
Massachusetts
$3.92M -$164K -235 -5%
PFS
611
Prospera Financial Services
Texas
$3.91M -$575K -823 -15%
PVI
612
Pine Valley Investments
New Jersey
$3.89M -$17.5K -25 -0.5%
FT
613
Fiduciary Trust
Massachusetts
$3.88M +$56.5K +81 +2%
SWA
614
SFMG Wealth Advisors
Texas
$3.88M +$74K +106 +2%
SAM
615
Shell Asset Management
Netherlands
$3.87M -$1.07M -1,537 -24%
ERWM
616
Elk River Wealth Management
Colorado
$3.87M +$2.09K +3 +0.1%
AT
617
American Trust
Kentucky
$3.87M -$57.9K -83 -2%
BHPW
618
Beverly Hills Private Wealth
California
$3.82M +$39.1K +56 +1%
NIC
619
Northwest Investment Counselors
Oregon
$3.82M -$35.6K -51 -1%
HT
620
Heritage Trust
Oklahoma
$3.81M +$16.1K +23 +0.5%
CAM
621
Close Asset Management
United Kingdom
$3.81M +$385K +552 +13%
AIP
622
Ameritas Investment Partners
Nebraska
$3.78M +$254K +364 +8%
TPCW
623
TD Private Client Wealth
New York
$3.74M -$1.97M -2,827 -38%
SFA
624
Semmax Financial Advisors
North Carolina
$3.73M -$1.03M -1,471 -23%
WI
625
Wintrust Investments
Illinois
$3.73M +$313K +449 +11%

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.