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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
MCAI
826
Members Capital Advisors Inc
Wisconsin
$1.65M -$650K -923 -27%
BAM
827
Beaumont Asset Management
Texas
$1.64M -$938K -1,332 -35%
AAIS
828
ABN AMRO Investment Solutions
$1.64M +$1.72M +2,444 New
RWA
829
River Wealth Advisors
Pennsylvania
$1.62M +$459K +651 +37%
1WA
830
180 Wealth Advisors
Washington
$1.62M -$23.9K -34 -1%
WA
831
Wambolt & Associates
Colorado
$1.6M -$16.2K -23 -0.9%
MPPW
832
Mitchell & Pahl Private Wealth
Oklahoma
$1.59M +$91.6K +130 +6%
KIA
833
KCM Investment Advisors
California
$1.59M -$1.41K -2 -0.1%
SSI
834
Scott & Selber Inc
Texas
$1.58M
AFC
835
AFT Forsyth & Company
Florida
$1.57M -$7.04K -10 -0.4%
TRIA
836
Trail Ridge Investment Advisors
Colorado
$1.57M -$106K -150 -6%
ET
837
Equitable Trust
Tennessee
$1.56M +$2.82K +4 +0.2%
BZWA
838
Blue Zone Wealth Advisors
California
$1.55M -$1.18M -1,680 -42%
LCM
839
Liberty Capital Management
Michigan
$1.55M
HWP
840
Highline Wealth Partners
California
$1.54M +$704 +1 +0%
HCA
841
Harbor Capital Advisors
Illinois
$1.53M +$1.61M +2,288 New
CWM
842
Cordatus Wealth Management
Pennsylvania
$1.51M +$2.11K +3 +0.1%
PNAA
843
Pictet North America Advisors
Switzerland
$1.51M +$1.59M +2,252 New
CBT
844
Central Bank & Trust
Kentucky
$1.5M +$82.4K +117 +5%
SF
845
Symphony Financial
Texas
$1.49M +$91.6K +130 +6%
CM
846
Capula Management
Cayman Islands
$1.49M +$1.57M +2,224 New
CAM
847
Cypress Asset Management
Texas
$1.48M
CGIM
848
Capital Group Investment Management
Singapore
$1.48M -$887K -1,259 -36%
TFCP
849
Twin Focus Capital Partners
Massachusetts
$1.47M
PWAM
850
Pinnacle West Asset Management
Wyoming
$1.47M +$1.55M +2,196 New

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.