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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
LNB
1101
Ledyard National Bank
$756K +$15.4K +23 +2%
CWS
1102
Cypress Wealth Services
California
$755K +$90.4K +135 +15%
FBC
1103
Fairfield, Bush & Co
Connecticut
$754K
SSWM
1104
Smith Salley Wealth Management
North Carolina
$753K -$47.6K -71 -6%
RMDI
1105
R.M. Davis Inc
Maine
$750K -$186K -278 -20%
TCM
1106
Teza Capital Management
Illinois
$749K -$985K -1,471 -58%
CCA
1107
Cobblestone Capital Advisors
New York
$749K -$26.8K -40 -4%
BCA
1108
Bay Colony Advisors
Massachusetts
$746K +$19.4K +29 +3%
FCP
1109
Fidelis Capital Partners
Florida
$745K +$9.38K +14 +1%
CFP
1110
Catalyst Financial Partners
Massachusetts
$743K +$140K +209 +24%
VCA
1111
Verdence Capital Advisors
Maryland
$743K +$50.9K +76 +8%
GSEP
1112
Golden State Equity Partners
California
$740K +$468K +699 +188%
SIM
1113
Sentry Investment Management
Wisconsin
$736K +$49.6K +74 +7%
MW
1114
Marcum Wealth
Ohio
$731K +$26.1K +39 +4%
FNBOH
1115
First National Bank of Hutchinson
Kansas
$730K +$3.35K +5 +0.5%
AWM
1116
Aries Wealth Management
Maine
$730K +$7.37K +11 +1%
BHWM
1117
Bar Harbor Wealth Management
New Hampshire
$729K -$156K -233 -18%
IAS
1118
Insigneo Advisory Services
Florida
$729K +$707K +1,055 New
MG
1119
Mather Group
Illinois
$726K -$32.8K -49 -4%
GL
1120
Graypoint LLC
New York
$722K -$64.3K -96 -8%
KCM
1121
KLK Capital Management
California
$721K -$28.8K -43 -4%
RWA
1122
Ropes Wealth Advisors
Massachusetts
$720K +$46.2K +69 +7%
CWP
1123
Concord Wealth Partners
Virginia
$719K +$196K +293 +39%
GSB
1124
Greenfield Savings Bank
Massachusetts
$717K
AIA
1125
Angeles Investment Advisors
California
$717K +$299K +447 +76%

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.