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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
Luther King Capital Management (LKCM)
876
Luther King Capital Management (LKCM)
Texas
$1.63M +$1.08M +1,550 +339%
CK
877
Cohen Klingenstein
New York
$1.62M
HIA
878
Harvest Investment Advisors
Florida
$1.61M -$1.4K -2 -0.1%
SA
879
Sage Advisors
Colorado
$1.61M +$1.38M +1,979 New
NIM
880
NEOS Investment Management
Connecticut
$1.61M +$339K +485 +32%
MCA
881
Martin Capital Advisors
Texas
$1.6M
SFB
882
STAR Financial Bank
Indiana
$1.6M +$24.4K +35 +2%
LG
883
LaFleur & Godfrey
Michigan
$1.58M -$1.64M -2,354 -55%
CSPIA
884
Cary Street Partners Investment Advisory
Virginia
$1.57M +$252K +361 +23%
VSQM
885
V-Square Quantitative Management
Illinois
$1.56M +$463K +663 +52%
SAG
886
SageView Advisory Group
California
$1.56M +$1.39M +1,996 New
TC
887
TownSquare Capital
Utah
$1.56M -$119K -171 -8%
BSC
888
Brown Shipley & Co
United Kingdom
$1.55M -$7.68K -11 -0.6%
HBT
889
Hills Bank & Trust
Iowa
$1.55M -$11.2K -16 -0.8%
JIC
890
Joel Isaacson & Co
New York
$1.54M +$61.4K +88 +5%
CMANY
891
Capital Management Associates (New York)
New York
$1.54M
ESB
892
Essex Savings Bank
Connecticut
$1.54M +$274K +393 +26%
MFC
893
Mechanics Financial Corp
Ohio
$1.54M +$17.5K +25 +1%
CIAS
894
Capital Investment Advisory Services
North Carolina
$1.53M -$376K -539 -22%
JE
895
JMAC Enterprises
Pennsylvania
$1.53M +$289K +414 +28%
AWP
896
Accretive Wealth Partners
New Jersey
$1.53M +$6.98K +10 +0.5%
MBT
897
Montecito Bank & Trust
California
$1.53M -$108K -155 -8%
CA
898
Clearstead Advisors
Ohio
$1.52M -$2.01M -2,879 -61%
LCM
899
Logan Capital Management
Pennsylvania
$1.52M -$108K -155 -8%
MOS
900
MGO One Seven
Ohio
$1.51M -$29.3K -42 -2%

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.