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Blackrock

1,825 hedge funds and large institutions have $85.6B invested in Blackrock in 2022 Q4 according to their latest regulatory filings, with 242 funds opening new positions, 646 increasing their positions, 737 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 242 | Existing positions closed: 108

92% more funds holding in top 10

Funds holding in top 10: 2650 (+24)

32% more capital invested

Capital invested by funds: $65B → $85.6B (+$20.6B)

6% more funds holding

Funds holding: 1,7171,825 (+108)

1.21% more ownership

Funds ownership: 78.34%79.54% (+1.2%)

12% less repeat investments, than reductions

Existing positions increased: 646 | Existing positions reduced: 737

28% less call options, than puts

Call options by funds: $1.29B | Put options by funds: $1.8B

Holders
1,825
Holders Change
+108
Holders Change %
+6.29%
% of All Funds
29.33%
Holding in Top 10
50
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+92.31%
% of All Funds
0.8%
New
242
Increased
646
Reduced
737
Closed
108
Calls
$1.29B
Puts
$1.8B
Net Calls
-$504M
Net Calls Change
-$370M
Name Holding Trade Value Shares
Change
Change in
Stake
RTC
1001
Riverview Trust Company
Washington
$942K -$121K -181 -12%
BHWM
1002
Bar Harbor Wealth Management
New Hampshire
$936K +$8.68K +13 +1%
PWPS
1003
Pinnacle Wealth Planning Services
Ohio
$933K -$80.8K -121 -8%
DA
1004
Doliver Advisors
Texas
$931K -$506K -757 -37%
OCM
1005
Orion Capital Management
California
$931K
CWM
1006
Curi Wealth Management
North Carolina
$923K
SRC
1007
Sage Rhino Capital
California
$921K +$5.34K +8 +0.6%
BSW
1008
Buckingham Strategic Wealth
Missouri
$920K +$33.4K +50 +4%
UBG
1009
United Bank (Georgia)
Georgia
$913K +$62.8K +94 +8%
WSTAM
1010
Wilbanks Smith & Thomas Asset Management
Virginia
$909K +$236K +353 +38%
QCG
1011
Quadrant Capital Group
Ohio
$908K -$92.8K -139 -10%
EWM
1012
EPG Wealth Management
Georgia
$907K +$35.4K +53 +4%
PPC
1013
Park Place Capital
Alabama
$906K +$854K +1,279 New
Koshinski Asset Management
1014
Koshinski Asset Management
Illinois
$906K -$487K -730 -36%
OHWA
1015
Oak Hill Wealth Advisors
Virginia
$905K +$853K +1,277 New
PT
1016
Plimoth Trust
Massachusetts
$897K -$54.8K -82 -6%
FCBT
1017
First Citizens Bank & Trust
North Carolina
$892K -$67.4K -101 -7%
LWP
1018
Lumature Wealth Partners
Georgia
$892K -$91.5K -137 -10%
1SB
1019
1ST Source Bank
Indiana
$890K -$47.4K -71 -5%
CH
1020
Canton Hathaway
Rhode Island
$889K
FA
1021
Faithward Advisors
Pennsylvania
$887K +$20K +30 +2%
VFA
1022
Voya Financial Advisors
Connecticut
$884K -$152K -228 -16%
SMH
1023
Sanders Morris Harris
Texas
$883K
FPF
1024
First Pacific Financial
Washington
$882K +$51.4K +77 +7%
GGS
1025
Galvin Gaustad & Stein
Arizona
$880K +$96.2K +144 +13%

BLK Hedge Fund Activity: Q4 2022 in Review

1,825 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Blackrock (BLK) for Q4 2022, worth a combined $85.6B — up 32% from $65B a quarter earlier.

Buyers outnumbered sellers: 242 funds opened new BLK positions and 108 closed out — a net gain of 134 holders — while 646 added to existing stakes and 737 trimmed.

The largest buyer was Bank of America, adding an estimated $758M. The largest seller was Capital International Investors, cutting an estimated $597M.

  • 1,825 institutional investors held Blackrock (BLK) as of Q4 2022, up from 1,717 in Q3 2022.
  • Funds reported $85.6B of Blackrock stock for Q4 2022, up 32% quarter-over-quarter.
  • 242 funds opened new Blackrock positions in Q4 2022 and 108 closed out, a net change of +134 holders.
  • The largest Blackrock buyer in Q4 2022 was Bank of America, an estimated $758M added.
  • The largest Blackrock seller in Q4 2022 was Capital International Investors, an estimated $597M sold.

Based on aggregated 13F filings for Q4 2022.