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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
ITIM
776
Indiana Trust & Investment Management
Indiana
$2.23M +$311K +445 +19%
FF
777
Farrow Financial
Vermont
$2.23M +$1.92M +2,745 New
RPSA
778
Richard P. Slaughter Associates
Texas
$2.22M -$19.5K -28 -1%
SSWM
779
Smith Salley Wealth Management
North Carolina
$2.22M +$1.15M +1,649 +152%
RL
780
Rogco LP
Oklahoma
$2.22M +$327K +468 +21%
CG
781
Castellan Group
Kentucky
$2.21M -$150K -215 -7%
PAM
782
Paradigm Asset Management
New York
$2.18M -$69.8K -100 -4%
PPWP
783
Premier Path Wealth Partners
New Jersey
$2.17M +$1.85M +2,655 New
PA
784
PFW Advisors
Georgia
$2.16M -$48.9K -70 -3%
CASB
785
Cape Ann Savings Bank
Massachusetts
$2.15M -$30K -43 -2%
CA
786
CGN Advisors
Kansas
$2.12M -$378K -542 -17%
HAM
787
Harmony Asset Management
Arizona
$2.11M +$1.81M +2,594 New
CIC
788
Chilton Investment Company
Connecticut
$2.1M -$39.1K -56 -2%
1WA
789
180 Wealth Advisors
Washington
$2.1M +$17.5K +25 +1%
OAM
790
Ostrum Asset Management
France
$2.08M +$186K +267 +12%
T2I
791
Turim 21 Investimentos
Brazil
$2.07M -$4.16M -5,954 -70%
JIC
792
Johnson Investment Counsel
Ohio
$2.07M -$56.5K -81 -3%
BZWA
793
Blue Zone Wealth Advisors
California
$2.06M +$104K +149 +6%
GCAC
794
Guardian Capital Advisors (Canada)
Ontario, Canada
$2.06M -$9.07K -13 -0.5%
SAM
795
Sawgrass Asset Management
Florida
$2.06M +$4.19K +6 +0.2%
HCCM
796
Hudson Canyon Capital Management
New York
$2.06M -$39.1K -56 -2%
SIM
797
Stratos Investment Management
Ohio
$2.06M +$191K +273 +12%
SC
798
Skylands Capital
Wisconsin
$2.05M -$419K -600 -19%
SWM
799
Spire Wealth Management
Virginia
$2.05M -$37.7K -54 -2%
PWAM
800
Pinnacle West Asset Management
Wyoming
$2.04M +$122K +175 +7%

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.