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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
KIA
851
Knollwood Investment Advisory
Maryland
$1.75M +$1.5M +2,153 New
BAMCO Inc
852
BAMCO Inc
New York
$1.75M -$34.9K -50 -2%
AWA
853
Arete Wealth Advisors
Illinois
$1.73M +$3.49K +5 +0.2%
CBTWT
854
Community Bank & Trust (Waco, Texas)
Texas
$1.73M +$60K +86 +4%
BAM
855
Byrne Asset Management
New Jersey
$1.72M -$28.6K -41 -2%
CANC
856
Culbertson A N & Co
Virginia
$1.71M +$24.4K +35 +2%
CWM
857
Cordatus Wealth Management
Pennsylvania
$1.71M -$52.4K -75 -3%
IWM
858
IHT Wealth Management
Illinois
$1.71M +$101K +145 +7%
BAM
859
Belpointe Asset Management
Nevada
$1.7M +$112K +161 +8%
CIA
860
Choate Investment Advisors
Massachusetts
$1.68M -$130K -186 -8%
HCP
861
Holt Capital Partners
Texas
$1.68M +$36.3K +52 +3%
JFG
862
Jefferies Financial Group
New York
$1.68M +$1.44M +2,065 New
LPT
863
Legacy Private Trust
Wisconsin
$1.67M -$188K -269 -12%
GEA
864
Glen Eagle Advisors
New Jersey
$1.67M -$830K -1,189 -37%
CCA
865
Checchi Capital Advisers
California
$1.67M +$1.4K +2 +0.1%
9WM
866
9258 Wealth Management
Ohio
$1.67M -$18.1K -26 -1%
BAMF
867
BI Asset Management Fondsmaeglerselskab
Denmark
$1.67M -$1.47M -2,100 -51%
RBC
868
Romano Brothers & Co
Illinois
$1.66M -$198K -283 -12%
RWB
869
RMR Wealth Builders
New Jersey
$1.65M +$5.58K +8 +0.4%
CGFA
870
Colton Groome Financial Advisors
North Carolina
$1.65M +$353K +505 +33%
TNAM
871
Terra Nova Asset Management
New York
$1.65M -$6.28K -9 -0.4%
PA
872
Profund Advisors
Maryland
$1.64M +$297K +426 +27%
MSAM
873
Moloney Securities Asset Management
Missouri
$1.64M -$7.68K -11 -0.5%
I
874
INVST
Indiana
$1.64M +$32.8K +47 +2%
SWMG
875
Signature Wealth Management Group
Georgia
$1.63M +$1.4M +2,010 New

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.