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Blackrock

1,854 hedge funds and large institutions have $80.7B invested in Blackrock in 2023 Q2 according to their latest regulatory filings, with 138 funds opening new positions, 683 increasing their positions, 782 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 100

1% more funds holding

Funds holding: 1,8331,854 (+21)

3% more capital invested

Capital invested by funds: $78.3B → $80.7B (+$2.38B)

5% less call options, than puts

Call options by funds: $677M | Put options by funds: $711M

13% less repeat investments, than reductions

Existing positions increased: 683 | Existing positions reduced: 782

29.27% less ownership

Funds ownership: 107.34%78.07% (-29%)

35% less funds holding in top 10

Funds holding in top 10: 3724 (-13)

Holders
1,854
Holders Change
+21
Holders Change %
+1.15%
% of All Funds
29.11%
Holding in Top 10
24
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-35.14%
% of All Funds
0.38%
New
138
Increased
683
Reduced
782
Closed
100
Calls
$677M
Puts
$711M
Net Calls
-$34.4M
Net Calls Change
+$68.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BTI
1026
Blue Trust Inc
Georgia
$956K +$97.1K +145 +11%
IC
1027
Inscription Capital
Texas
$950K -$1.01M -1,509 -52%
EAM
1028
Eschler Asset Management
United Kingdom
$949K
VA
1029
Valmark Advisers
Ohio
$948K -$8.04K -12 -0.9%
AWM
1030
Avitas Wealth Management
California
$947K +$918K +1,370 New
QI
1031
Qtron Investments
Massachusetts
$945K
CP
1032
Covenant Partners
Tennessee
$932K +$11.4K +17 +1%
TW
1033
TrinityPoint Wealth
Connecticut
$930K +$150K +224 +20%
AA
1034
Argent Advisors
Louisiana
$930K -$6.03K -9 -0.7%
MWM
1035
Mission Wealth Management
California
$928K -$78.4K -117 -8%
SCM
1036
Spreng Capital Management
Ohio
$921K -$58.3K -87 -6%
PFSC
1037
Peoples Financial Services Corp
Pennsylvania
$914K +$124K +185 +16%
LSPW
1038
Lake Street Private Wealth
Illinois
$914K +$145K +217 +20%
WSTAM
1039
Wilbanks Smith & Thomas Asset Management
Virginia
$912K -$2.68K -4 -0.3%
NC
1040
Nightview Capital
Texas
$912K +$883K +1,319 New
MLL
1041
Moody Lynn & Lieberson
Massachusetts
$910K -$119K -177 -12%
STA
1042
Summit Trail Advisors
New York
$907K +$170K +254 +24%
QCG
1043
Quadrant Capital Group
Ohio
$907K +$2.68K +4 +0.3%
PPC
1044
Park Place Capital
Alabama
$904K +$18.1K +27 +2%
OCM
1045
Orion Capital Management
California
$901K -$6.7K -10 -0.8%
AWM
1046
Axxcess Wealth Management
California
$899K -$1.72M -2,569 -66%
WAS
1047
WESPAC Advisors SoCal
California
$894K -$131K -195 -13%
AC
1048
AlphaCore Capital
California
$885K -$73.7K -110 -8%
GGS
1049
Galvin Gaustad & Stein
Arizona
$872K +$13.4K +20 +2%
PT
1050
Plimoth Trust
Massachusetts
$872K -$2.01K -3 -0.2%

BLK Hedge Fund Activity: Q2 2023 in Review

1,854 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Blackrock (BLK) for Q2 2023, worth a combined $80.7B — up 3% from $78.3B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new BLK positions and 100 closed out — a net gain of 38 holders — while 683 added to existing stakes and 782 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $171M. The largest seller was OFI Invest Asset Management, cutting an estimated $29.5B.

  • 1,854 institutional investors held Blackrock (BLK) as of Q2 2023, up from 1,833 in Q1 2023.
  • Funds reported $80.7B of Blackrock stock for Q2 2023, up 3% quarter-over-quarter.
  • 138 funds opened new Blackrock positions in Q2 2023 and 100 closed out, a net change of +38 holders.
  • The largest Blackrock buyer in Q2 2023 was Capital Research Global Investors, an estimated $171M added.
  • The largest Blackrock seller in Q2 2023 was OFI Invest Asset Management, an estimated $29.5B sold.

Based on aggregated 13F filings for Q2 2023.