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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
OCM
1076
Orion Capital Management
California
$937K +$4.19K +6 +0.5%
PTC
1077
Private Trust Company
Ohio
$936K +$24.4K +35 +3%
1SB
1078
1ST Source Bank
Indiana
$934K
ADL
1079
Asset Dedication LLC
California
$931K +$223K +319 +38%
IBOK
1080
Independence Bank of Kentucky
Kentucky
$925K +$223K +320 +39%
KWMG
1081
King Wealth Management Group
Florida
$923K
First Manhattan
1082
First Manhattan
New York
$921K +$4.19K +6 +0.5%
SCM
1083
Stonebridge Capital Management
California
$921K
PWP
1084
Precedent Wealth Partners
Texas
$919K +$790K +1,132 New
JIP
1085
Jaffetilchin Investment Partners
Florida
$914K +$1.4K +2 +0.2%
TPI
1086
Trust Point Inc
Wisconsin
$913K +$785K +1,125 New
WAS
1087
WESPAC Advisors SoCal
California
$912K -$119K -170 -13%
RTC
1088
Riverview Trust Company
Washington
$910K -$14.7K -21 -2%
MWA
1089
Meridian Wealth Advisors
Texas
$909K -$48.2K -69 -6%
RC
1090
Roundview Capital
New Jersey
$908K -$15.4K -22 -2%
WIC
1091
Woodmont Investment Counsel
Tennessee
$898K -$20.2K -29 -3%
NSIM
1092
North Star Investment Management
Illinois
$897K -$17.5K -25 -2%
GI
1093
GAMMA Investing
California
$896K +$808K +1,157 New
BFPW
1094
BOK Financial Private Wealth
Colorado
$895K -$24.4K -35 -3%
MCC
1095
Money Concepts Capital
Florida
$892K -$44.7K -64 -6%
DA
1096
Doliver Advisors
Texas
$891K -$13.3K -19 -2%
UBG
1097
United Bank (Georgia)
Georgia
$890K -$14.7K -21 -2%
BHWM
1098
Bar Harbor Wealth Management
New Hampshire
$886K +$64.2K +92 +9%
VCM
1099
Virtue Capital Management
Tennessee
$884K -$279K -399 -26%
PFGIA
1100
Patriot Financial Group Insurance Agency
Massachusetts
$883K +$4.89K +7 +0.6%

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.