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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
RSA
901
River Street Advisors
Illinois
$1.5M +$78.2K +112 +6%
TFCP
902
Twin Focus Capital Partners
Massachusetts
$1.5M
WF
903
Welch & Forbes
Massachusetts
$1.5M -$2.09K -3 -0.2%
CSA
904
Cottage Street Advisors
Massachusetts
$1.5M +$11.2K +16 +0.9%
STAS
905
Strong Tower Advisory Services
Minnesota
$1.49M +$27.2K +39 +2%
CG
906
Caprock Group
Idaho
$1.49M -$60.7K -87 -5%
AUB
907
Atlantic Union Bankshares
Virginia
$1.48M -$236K -338 -16%
PSB
908
Piscataqua Savings Bank
New Hampshire
$1.47M -$2.09K -3 -0.2%
NL
909
Navalign LLC
California
$1.47M -$14K -20 -1%
CB
910
Community Bank
New York
$1.47M -$59.3K -85 -4%
ACS
911
Archford Capital Strategies
Illinois
$1.46M +$299K +429 +31%
AFS
912
Aft Forsyth & Sober
Florida
$1.46M
JLBC
913
J.L. Bainbridge & Co
Florida
$1.46M +$1.4K +2 +0.1%
BWP
914
Baldwin Wealth Partners
Massachusetts
$1.46M -$92.1K -132 -7%
IHL
915
Investment House LLC
California
$1.46M -$17.5K -25 -1%
PHS
916
Pekin Hardy Strauss
Illinois
$1.45M -$88.7K -127 -7%
BSB
917
Bangor Savings Bank
Maine
$1.45M -$47.5K -68 -4%
IAS
918
Insigneo Advisory Services
Florida
$1.45M +$288K +412 +30%
SG
919
StoneX Group
New York
$1.44M +$171K +245 +16%
EFG
920
Ethos Financial Group
Pennsylvania
$1.44M +$720K +1,031 +139%
LF
921
Lee Financial
Texas
$1.44M +$114K +163 +10%
WA
922
Wambolt & Associates
Colorado
$1.43M -$210K -301 -15%
BCWM
923
Bartlett & Co Wealth Management
Ohio
$1.42M -$11.2K -16 -0.9%
BC
924
Bartlett & Co
Ohio
$1.42M -$11.2K -16 -0.9%
FFN
925
Focus Financial Network
Minnesota
$1.42M +$764K +1,095 +166%

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.