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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
TCA
626
Transcend Capital Advisors
New Jersey
$3.72M -$32.8K -47 -1%
SWS
627
SYSTM Wealth Solutions
Illinois
$3.7M -$114K -164 -3%
IPAM
628
ICICI Prudential Asset Management
India
$3.7M -$958K -1,372 -23%
APP
629
Avantax Planning Partners
Iowa
$3.68M -$143K -205 -4%
BA
630
Bristlecone Advisors
Washington
$3.67M -$18.1K -26 -0.6%
ZCI
631
Zevenbergen Capital Investments
Washington
$3.66M -$341K -488 -10%
SFP
632
Shepherd Financial Partners
Massachusetts
$3.65M +$25.8K +37 +0.8%
CTC
633
Central Trust Company
Missouri
$3.65M +$204K +292 +7%
AIC
634
Argus Investors Counsel
New York
$3.64M -$1.4K -2 -0%
CCM
635
Consolidated Capital Management
California
$3.64M -$405K -580 -11%
NMIMC
636
Northwestern Mutual Investment Management Company
Wisconsin
$3.59M -$2.79K -4 -0.1%
WCM
637
Wunderlich Capital Managemnt
Tennessee
$3.57M -$115K -165 -4%
AG
638
AIA Group
Hong Kong
$3.53M -$1.75M -2,500 -36%
GAM
639
Groupama Asset Management
France
$3.53M +$3.04M +4,350 New
TCWA
640
Turtle Creek Wealth Advisors
Texas
$3.53M +$3.03M +4,344 New
PS
641
Principal Securities
Iowa
$3.52M +$3.02M +4,330 New
GP
642
Greenline Partners
New York
$3.51M
SP
643
SWS Partners
Ohio
$3.5M -$167K -239 -5%
FFWA
644
FRG Family Wealth Advisors
Washington
$3.5M -$136K -195 -4%
AFA
645
Arlington Financial Advisors
California
$3.49M -$251K -359 -8%
AL
646
Arnhold LLC
New York
$3.45M
LOIM
647
Liberty One Investment Management
Illinois
$3.44M +$160K +229 +6%
NPP
648
New Potomac Partners
Maryland
$3.42M -$230K -329 -7%
HCA
649
Harbour Capital Advisors
Virginia
$3.42M +$6.28K +9 +0.2%
TYCC
650
Texas Yale Capital Corp
Florida
$3.42M

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.