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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
IA
1026
IFP Advisors
Florida
$934K -$797K -1,131 -29%
BFA
1027
Buttonwood Financial Advisors
Maryland
$932K -$2.82K -4 -0.3%
EAM
1028
Eschler Asset Management
United Kingdom
$932K +$981K +1,393 New
AC
1029
AlphaCore Capital
California
$930K +$705K +1,001 +257%
VA
1030
Valmark Advisers
Ohio
$926K +$3.52K +5 +0.4%
BSW
1031
Buckingham Strategic Wealth
Missouri
$920K
WPC
1032
Wedmont Private Capital
Pennsylvania
$917K -$704 -1 -0.1%
QI
1033
Qtron Investments
Massachusetts
$915K
RMDI
1034
R.M. Davis Inc
Maine
$912K -$26.1K -37 -3%
QCM
1035
Quantinno Capital Management
New York
$910K +$134K +190 +16%
BTI
1036
Blue Trust Inc
Georgia
$909K
FNBOSM
1037
First National Bank of South Miami
Florida
$908K -$26.1K -37 -3%
FIA
1038
Foundations Investment Advisors
Arizona
$907K +$163K +232 +21%
AA
1039
Argent Advisors
Louisiana
$906K -$28.9K -41 -3%
IB
1040
Intrust Bank
Kansas
$900K +$179K +254 +23%
VCM
1041
Virtue Capital Management
Tennessee
$900K +$206K +293 +27%
PAM
1042
Panagora Asset Management
Massachusetts
$897K -$359K -510 -28%
KI
1043
Kula Investments
Illinois
$895K +$942K +1,338 New
CP
1044
Covenant Partners
Tennessee
$891K -$118K -167 -11%
WSTAM
1045
Wilbanks Smith & Thomas Asset Management
Virginia
$886K +$29.6K +42 +3%
OCM
1046
Orion Capital Management
California
$879K
QCG
1047
Quadrant Capital Group
Ohio
$875K +$19K +27 +2%
CWM
1048
Curi Wealth Management
North Carolina
$875K +$3.52K +5 +0.4%
Koshinski Asset Management
1049
Koshinski Asset Management
Illinois
$871K +$16.9K +24 +2%
PWM
1050
Perigon Wealth Management
California
$865K -$47.2K -67 -5%

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.