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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
FIA
1076
Foundations Investment Advisors
Arizona
$799K -$134K -200 -15%
BJL
1077
Brighton Jones LLC
Washington
$799K +$222K +332 +40%
MCC
1078
Money Concepts Capital
Florida
$793K -$2.28M -3,411 -75%
RTC
1079
Riverview Trust Company
Washington
$789K +$1.34K +2 +0.2%
PWPS
1080
Pinnacle Wealth Planning Services
Ohio
$787K -$46.9K -70 -6%
NSIM
1081
North Star Investment Management
Illinois
$786K -$13.4K -20 -2%
First Manhattan
1082
First Manhattan
New York
$785K +$108K +161 +17%
DA
1083
Doliver Advisors
Texas
$784K +$16.1K +24 +2%
CT
1084
Colonial Trust
South Carolina
$784K +$28.8K +43 +4%
CW
1085
Channel Wealth
California
$781K +$177K +265 +31%
KCM
1086
Kornitzer Capital Management
Kansas
$780K +$2.68K +4 +0.4%
SCM
1087
Stonebridge Capital Management
California
$780K
Koshinski Asset Management
1088
Koshinski Asset Management
Illinois
$780K -$116K -173 -13%
MC
1089
Machina Capital
France
$780K +$148K +221 +24%
LWP
1090
Lumature Wealth Partners
Georgia
$779K +$3.35K +5 +0.4%
KC
1091
Kingfisher Capital
North Carolina
$777K +$1.34K +2 +0.2%
FHA
1092
Flagship Harbor Advisors
Massachusetts
$777K -$35.5K -53 -5%
MFG
1093
MidWestOne Financial Group
Iowa
$774K -$42.2K -63 -5%
AIA
1094
Alera Investment Advisors
Illinois
$768K +$35.5K +53 +5%
SAM
1095
Sompo Asset Management
Japan
$767K -$13.4K -20 -2%
VEA
1096
Virtus ETF Advisers
New York
$767K +$743K +1,110 New
IB
1097
Intrust Bank
Kansas
$762K -$162K -242 -18%
TBA
1098
Tower Bridge Advisors
Pennsylvania
$762K -$415K -620 -36%
PTC
1099
Private Trust Company
Ohio
$760K -$258K -385 -26%
WIC
1100
Woodmont Investment Counsel
Tennessee
$757K -$38.2K -57 -5%

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.