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Blackrock

1,825 hedge funds and large institutions have $85.6B invested in Blackrock in 2022 Q4 according to their latest regulatory filings, with 242 funds opening new positions, 646 increasing their positions, 737 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 242 | Existing positions closed: 108

92% more funds holding in top 10

Funds holding in top 10: 2650 (+24)

32% more capital invested

Capital invested by funds: $65B → $85.6B (+$20.6B)

6% more funds holding

Funds holding: 1,7171,825 (+108)

1.21% more ownership

Funds ownership: 78.34%79.54% (+1.2%)

12% less repeat investments, than reductions

Existing positions increased: 646 | Existing positions reduced: 737

28% less call options, than puts

Call options by funds: $1.29B | Put options by funds: $1.8B

Holders
1,825
Holders Change
+108
Holders Change %
+6.29%
% of All Funds
29.33%
Holding in Top 10
50
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+92.31%
% of All Funds
0.8%
New
242
Increased
646
Reduced
737
Closed
108
Calls
$1.29B
Puts
$1.8B
Net Calls
-$504M
Net Calls Change
-$370M
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
776
Valeo Financial Advisors
Indiana
$1.85M -$473K -708 -21%
CA
777
CGN Advisors
Kansas
$1.84M +$610K +913 +54%
MGWM
778
Marks Group Wealth Management
Minnesota
$1.84M +$160K +239 +10%
LPIC
779
LeJeune Puetz Investment Counsel
Michigan
$1.83M +$23.4K +35 +1%
IEFM
780
IQ EQ Fund Management
Ireland
$1.82M -$228K -341 -12%
HWM
781
HB Wealth Management
Georgia
$1.8M +$152K +227 +10%
TRCT
782
Tower Research Capital (TRC)
New York
$1.79M -$9.74M -14,582 -85%
SLI
783
Sumitomo Life Insurance
Japan
$1.78M -$24.7K -37 -1%
TMAM
784
Tokio Marine Asset Management
Japan
$1.78M +$179K +268 +12%
MCM
785
Manchester Capital Management
Vermont
$1.77M +$446K +668 +36%
TRIA
786
Trail Ridge Investment Advisors
Colorado
$1.77M -$16.7K -25 -1%
HCCM
787
Hudson Canyon Capital Management
New York
$1.76M -$37.4K -56 -2%
GIA
788
Gateway Investment Advisers
Ohio
$1.75M +$21.4K +32 +1%
ZCA
789
Zeke Capital Advisors
Pennsylvania
$1.75M +$972K +1,456 +143%
WA
790
Wambolt & Associates
Colorado
$1.72M -$166K -249 -9%
KWA
791
KCS Wealth Advisory
California
$1.7M +$33.4K +50 +2%
DA
792
Duality Advisers
Florida
$1.7M -$3.79M -5,678 -70%
KIA
793
KCM Investment Advisors
California
$1.69M -$48.1K -72 -3%
BAM
794
Byrne Asset Management
New Jersey
$1.68M +$75.5K +113 +5%
SSI
795
Scott & Selber Inc
Texas
$1.68M -$10K -15 -0.6%
CIA
796
Capital Investment Advisors
Georgia
$1.68M -$6.01K -9 -0.4%
AFC
797
AFT Forsyth & Company
Florida
$1.67M -$60.1K -90 -4%
FAB
798
First American Bank
Illinois
$1.67M +$17.4K +26 +1%
BP
799
Ballentine Partners
Massachusetts
$1.66M +$214K +321 +16%
ET
800
Equitable Trust
Tennessee
$1.65M -$131K -196 -8%

BLK Hedge Fund Activity: Q4 2022 in Review

1,825 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Blackrock (BLK) for Q4 2022, worth a combined $85.6B — up 32% from $65B a quarter earlier.

Buyers outnumbered sellers: 242 funds opened new BLK positions and 108 closed out — a net gain of 134 holders — while 646 added to existing stakes and 737 trimmed.

The largest buyer was Bank of America, adding an estimated $758M. The largest seller was Capital International Investors, cutting an estimated $597M.

  • 1,825 institutional investors held Blackrock (BLK) as of Q4 2022, up from 1,717 in Q3 2022.
  • Funds reported $85.6B of Blackrock stock for Q4 2022, up 32% quarter-over-quarter.
  • 242 funds opened new Blackrock positions in Q4 2022 and 108 closed out, a net change of +134 holders.
  • The largest Blackrock buyer in Q4 2022 was Bank of America, an estimated $758M added.
  • The largest Blackrock seller in Q4 2022 was Capital International Investors, an estimated $597M sold.

Based on aggregated 13F filings for Q4 2022.