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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
RSWM
651
Robertson Stephens Wealth Management
California
$3.07M +$4.23K +6 +0.1%
BFS
652
Bard Financial Services
Connecticut
$3.05M -$24.7K -35 -0.8%
WCM
653
Wunderlich Capital Managemnt
Tennessee
$3.04M +$68.3K +97 +2%
PWP
654
Principle Wealth Partners
Connecticut
$3.03M +$747K +1,061 +31%
Verition Fund Management
655
Verition Fund Management
Connecticut
$2.97M +$730K +1,037 +31%
AIC
656
Argus Investors Counsel
New York
$2.97M -$7.75K -11 -0.2%
BB
657
Busey Bank
Illinois
$2.96M -$378K -536 -11%
BPA
658
Beacon Pointe Advisors
California
$2.94M +$113K +161 +4%
HSA
659
HBK Sorce Advisory
Pennsylvania
$2.94M -$3.76M -5,343 -55%
HCA
660
Harbour Capital Advisors
Virginia
$2.93M +$117K +166 +4%
BHPW
661
Beverly Hills Private Wealth
California
$2.92M +$470K +667 +18%
TYCC
662
Texas Yale Capital Corp
Florida
$2.91M +$5.63K +8 +0.2%
PAM
663
Private Asset Management
California
$2.9M -$3.52K -5 -0.1%
SP
664
SWS Partners
Ohio
$2.89M +$3.05M +4,326 New
GP
665
Greenline Partners
New York
$2.89M -$1.28M -1,823 -30%
WS
666
Wedbush Securities
California
$2.89M -$137K -195 -4%
ST
667
Somerset Trust
Pennsylvania
$2.88M -$66.2K -94 -2%
SWA
668
SFMG Wealth Advisors
Texas
$2.87M +$243K +345 +9%
Bessemer Group
669
Bessemer Group
New Jersey
$2.86M +$439K +623 +17%
AAMU
670
AEGON Asset Management (UK)
United Kingdom
$2.85M
AL
671
Arnhold LLC
New York
$2.85M
SIAP
672
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.85M -$49.3K -70 -2%
CTC
673
Central Trust Company
Missouri
$2.84M -$603K -856 -17%
PCM
674
Palouse Capital Management
Washington
$2.83M -$847K -1,202 -22%
TP
675
Tranquility Partners
Tennessee
$2.82M +$38.7K +55 +1%

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.