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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
FNT
751
First National Trust
Pennsylvania
$2.16M -$6.34K -9 -0.3%
CAM
752
Close Asset Management
United Kingdom
$2.15M +$1.56M +2,218 +222%
DIA
753
Dana Investment Advisors
Wisconsin
$2.13M -$128K -182 -5%
SAM
754
Sawgrass Asset Management
Florida
$2.11M -$7.75K -11 -0.3%
Acadian Asset Management
755
Acadian Asset Management
Massachusetts
$2.11M +$776K +1,102 +53%
KCM
756
Kanawha Capital Management
Virginia
$2.1M +$203K +288 +10%
GF
757
Gries Financial
Ohio
$2.08M -$173K -245 -7%
FG
758
Fiduciary Group
Georgia
$2.07M +$7.75K +11 +0.4%
DZ Bank
759
DZ Bank
Germany
$2.05M -$599K -850 -22%
OAM
760
Ostrum Asset Management
France
$2.05M +$2.15M +3,057 New
NFG
761
Nations Financial Group
Iowa
$2.04M +$255K +362 +13%
GRP
762
Global Retirement Partners
California
$2M +$267K +379 +14%
TRCT
763
Tower Research Capital (TRC)
New York
$2M +$327K +464 +18%
LPT
764
Legacy Private Trust
Wisconsin
$2M +$39.4K +56 +2%
CG
765
Castellan Group
Kentucky
$2M -$108K -153 -5%
GIA
766
Gladstone Institutional Advisory
Florida
$2M -$887K -1,259 -30%
Credit Agricole
767
Credit Agricole
France
$1.99M +$749K +1,064 +56%
CWM
768
Chronos Wealth Management
Florida
$1.99M +$10.6K +15 +0.5%
QT
769
Quantamental Technologies
New York
$1.98M +$1.63M +2,319 +360%
IA
770
IFG Advisory
Georgia
$1.98M +$99.3K +141 +5%
BO
771
Bank OZK
Arkansas
$1.97M -$54.9K -78 -3%
BCM
772
BlueMar Capital Management
Florida
$1.97M +$2.08M +2,946 New
LBC
773
Lawrence B. Cohen
$1.96M +$30.3K +43 +1%
VFA
774
Valeo Financial Advisors
Indiana
$1.96M +$223K +317 +12%
EWM
775
Empirical Wealth Management
Washington
$1.95M +$98.6K +140 +5%

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.