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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
BCV
626
Banque Cantonale Vaudoise
Switzerland
$3.32M
APP
627
Avantax Planning Partners
Iowa
$3.31M -$1.54M -2,193 -31%
PFO
628
Pathstone Family Office
New Jersey
$3.3M -$8.13M -11,538 -70%
VWMG
629
Virginia Wealth Management Group
Virginia
$3.29M +$126K +179 +4%
CIC
630
Cincinnati Indemnity Company
Ohio
$3.28M
GLR
631
Great Lakes Retirement
Ohio
$3.27M +$1.82M +2,581 +112%
RBA
632
Richard Bernstein Advisors
New York
$3.27M
AG
633
AIA Group
Hong Kong
$3.24M +$1.06M +1,500 +45%
BEC
634
Blue Edge Capital
Virginia
$3.24M +$330K +469 +11%
WIS
635
Wright Investors Service
Connecticut
$3.22M -$32.4K -46 -0.9%
AAS
636
Avantax Advisory Services
Texas
$3.22M +$111K +157 +3%
PIM
637
Penobscot Investment Management
Massachusetts
$3.2M +$25.4K +36 +0.8%
LS
638
Leelyn Smith
Illinois
$3.19M +$223K +317 +7%
MCC
639
Money Concepts Capital
Florida
$3.16M -$188K -267 -6%
NMIMC
640
Northwestern Mutual Investment Management Company
Wisconsin
$3.15M
FFA
641
First Foundation Advisors
California
$3.14M -$518K -735 -14%
NIC
642
Northwest Investment Counselors
Oregon
$3.14M -$21.8K -31 -0.7%
CWM
643
Compass Wealth Management
Connecticut
$3.12M -$56.4K -80 -2%
KTM
644
Keeler Thomas Management
Utah
$3.12M +$3.28M +4,661 New
NPP
645
New Potomac Partners
Maryland
$3.11M -$14.8K -21 -0.4%
LG
646
LaFleur & Godfrey
Michigan
$3.11M -$12K -17 -0.4%
HT
647
Heritage Trust
Oklahoma
$3.1M -$30.3K -43 -0.9%
BA
648
Bristlecone Advisors
Washington
$3.09M -$127K -180 -4%
MBTD
649
Mechanics Bank - Trust Department
California
$3.09M -$66.2K -94 -2%
AFA
650
Arlington Financial Advisors
California
$3.08M +$227K +322 +8%

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.