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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
TC
1026
Trust Company
Kansas
$877K +$14K +21 +2%
ORC
1027
O'Rourke & Company
Massachusetts
$869K -$447K -670 -35%
SSWM
1028
Smith Salley Wealth Management
North Carolina
$865K -$21.4K -32 -3%
MMA
1029
Miracle Mile Advisors
California
$861K -$106K -159 -12%
SIA
1030
Schear Investment Advisers
Ohio
$858K +$809K +1,211 New
MWA
1031
Meridian Wealth Advisors
Texas
$853K -$82.1K -123 -9%
LA
1032
LVW Advisors
New York
$851K -$63.4K -95 -7%
AOI
1033
Auto-Owners Insurance
Michigan
$850K +$801K +1,200 New
FFM
1034
Forum Financial Management
Illinois
$850K +$69.4K +104 +9%
TH
1035
TCTC Holdings
Texas
$846K +$343K +513 +75%
FHA
1036
Flagship Harbor Advisors
Massachusetts
$844K -$126K -188 -14%
QCM
1037
Quantinno Capital Management
New York
$829K -$171K -256 -18%
LOPW
1038
Live Oak Private Wealth
North Carolina
$823K
WIC
1039
Woodmont Investment Counsel
Tennessee
$820K
DWM
1040
Destination Wealth Management
California
$818K +$6.68K +10 +0.9%
MTC
1041
Matrix Trust Company
Colorado
$817K +$117K +175 +18%
LWAM
1042
Legacy Wealth Asset Management
Minnesota
$807K -$2K -3 -0.3%
AWS
1043
Aspen Wealth Strategies
Colorado
$807K +$761K +1,139 New
PFSC
1044
Peoples Financial Services Corp
Pennsylvania
$803K
SB
1045
Simmons Bank
Arkansas
$801K -$42.1K -63 -5%
SCM
1046
Stonebridge Capital Management
California
$799K
LCM
1047
Legato Capital Management
California
$797K -$1.95M -2,924 -72%
KCM
1048
Kornitzer Capital Management
Kansas
$797K
FIA
1049
Foundations Investment Advisors
Arizona
$797K +$292K +438 +64%
CWP
1050
Concord Wealth Partners
Virginia
$796K +$60.8K +91 +9%

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.