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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
OIM
1001
Opus Investment Management
Massachusetts
$1M
IRC
1002
Investors Research Corp
Georgia
$1M -$21.1K -30 -2%
ESB
1003
Essex Savings Bank
Connecticut
$1M -$31.7K -45 -3%
MP
1004
McDonald Partners
Ohio
$1M -$20.4K -29 -2%
MLL
1005
Moody Lynn & Lieberson
Massachusetts
$999K -$78.2K -111 -7%
RWB
1006
RMR Wealth Builders
New Jersey
$999K
WAS
1007
WESPAC Advisors SoCal
California
$996K +$19.7K +28 +2%
KWMG
1008
King Wealth Management Group
Florida
$994K -$12K -17 -1%
HCM
1009
Highview Capital Management
Illinois
$994K +$52.1K +74 +5%
PTC
1010
Private Trust Company
Ohio
$993K -$295K -419 -22%
TC
1011
Trust Company
Kansas
$987K +$168K +238 +19%
CT
1012
Coastline Trust
Rhode Island
$986K -$3.52K -5 -0.3%
ESCM
1013
Echo Street Capital Management
New York
$980K +$1.03M +1,464 New
MWM
1014
Mission Wealth Management
California
$976K -$33.8K -48 -3%
MPPLM
1015
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$972K -$173K -245 -14%
CNC
1016
Citizens & Northern Corp
Pennsylvania
$972K +$14.8K +21 +1%
CWM
1017
Chesapeake Wealth Management
Virginia
$969K -$69.7K -99 -6%
CDH
1018
Charles D. Hyman
$966K -$34.5K -49 -3%
ACS
1019
Archford Capital Strategies
Illinois
$961K -$68.3K -97 -6%
SFS
1020
Sowell Financial Services
Arkansas
$959K +$1.01M +1,433 New
SCM
1021
Spreng Capital Management
Ohio
$949K
QPWM
1022
Quadrant Private Wealth Management
Pennsylvania
$949K -$40.2K -57 -4%
BAMCO Inc
1023
BAMCO Inc
New York
$937K
FPA
1024
First Pacific Advisors
California
$937K
CMANY
1025
Capital Management Associates (New York)
New York
$937K +$986K +1,400 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.