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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
ATC
1001
Adirondack Trust Company
New York
$1.17M -$28.6K -41 -3%
QI
1002
Qtron Investments
Massachusetts
$1.17M +$53.1K +76 +6%
CBT
1003
Central Bank & Trust
Kentucky
$1.17M -$497K -712 -33%
NCM
1004
Noesis Capital Mangement
Florida
$1.16M -$86.6K -124 -8%
SPIS
1005
Steward Partners Investment Solutions
Oregon
$1.16M +$1M +1,434 New
WC
1006
Wynn Capital
Georgia
$1.16M +$1,000K +1,432 New
DLHL
1007
Donald L. Hagan LLC
Florida
$1.16M +$1.4K +2 +0.1%
BL
1008
Balentine LLC
Georgia
$1.15M -$269K -386 -21%
CNC
1009
Citizens & Northern Corp
Pennsylvania
$1.15M -$34.9K -50 -3%
MIA
1010
MeadowBrook Investment Advisors
Michigan
$1.15M +$991K +1,420 New
AWM
1011
Avitas Wealth Management
California
$1.15M +$36.3K +52 +4%
LSAG
1012
Lake Street Advisors Group
New Hampshire
$1.15M +$990K +1,418 New
QPWM
1013
Quadrant Private Wealth Management
Pennsylvania
$1.15M -$3.49K -5 -0.4%
CIA
1014
Capital Investment Advisors
Georgia
$1.15M -$23K -33 -2%
FCP
1015
Fidelis Capital Partners
Florida
$1.14M +$222K +318 +29%
HPC
1016
HM Payson & Co
Maine
$1.13M -$3.49K -5 -0.4%
WSTAM
1017
Wilbanks Smith & Thomas Asset Management
Virginia
$1.13M
CAM
1018
Columbia Asset Management
Michigan
$1.12M -$151K -216 -14%
TW
1019
TrinityPoint Wealth
Connecticut
$1.12M +$35.6K +51 +4%
CT
1020
Coastline Trust
Rhode Island
$1.12M -$8.38K -12 -0.9%
OTPPB
1021
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.11M
GGS
1022
Galvin Gaustad & Stein
Arizona
$1.11M +$80.3K +115 +9%
GC
1023
Gilbert & Cook
Iowa
$1.11M +$43.3K +62 +5%
NP
1024
NorthRock Partners
Minnesota
$1.1M +$415K +594 +78%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1025
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.1M -$22.1M -31,643 -96%

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.