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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
FFM
1051
Forum Financial Management
Illinois
$1.02M +$698 +1 +0.1%
OHWA
1052
Oak Hill Wealth Advisors
Virginia
$1.02M
UCB
1053
United Community Bank
South Carolina
$1.01M +$866K +1,240 New
AWM
1054
Aries Wealth Management
Maine
$1M +$122K +175 +16%
CWM
1055
Chesapeake Wealth Management
Virginia
$997K -$67K -96 -7%
BTW
1056
Boston Trust Walden
Massachusetts
$993K +$25.8K +37 +3%
PWM
1057
Perigon Wealth Management
California
$989K +$3.49K +5 +0.4%
CH
1058
Canton Hathaway
Rhode Island
$987K -$55.8K -80 -6%
SRC
1059
Sage Rhino Capital
California
$977K -$4.89K -7 -0.6%
AOI
1060
Auto-Owners Insurance
Michigan
$974K
AAS
1061
Ameritas Advisory Services
Nebraska
$973K +$23K +33 +3%
MFG
1062
MidWestOne Financial Group
Iowa
$966K +$170K +243 +26%
PT
1063
Plimoth Trust
Massachusetts
$964K -$49.6K -71 -6%
FFO
1064
Fiduciary Family Office
Florida
$960K +$825K +1,182 New
DWM
1065
Destination Wealth Management
California
$959K +$20.9K +30 +3%
BCA
1066
Bay Colony Advisors
Massachusetts
$952K +$49.6K +71 +6%
LOPW
1067
Live Oak Private Wealth
North Carolina
$951K
FTWA
1068
Fifth Third Wealth Advisors
Ohio
$950K -$246K -352 -23%
FIM
1069
Freedom Investment Management
Connecticut
$950K -$105K -151 -11%
BJL
1070
Brighton Jones LLC
Washington
$948K -$698 -1 -0.1%
KCM
1071
Kornitzer Capital Management
Kansas
$946K +$11.9K +17 +1%
FPF
1072
First Pacific Financial
Washington
$945K +$1.4K +2 +0.2%
CT
1073
Colonial Trust
South Carolina
$942K +$6.28K +9 +0.8%
BWP
1074
Barlow Wealth Partners
Kentucky
$939K +$808K +1,157 New
TFS
1075
Thoroughbred Financial Services
Tennessee
$937K -$169K -242 -17%

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.