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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
IA
1101
IFP Advisors
Florida
$879K -$54.4K -78 -7%
CCA
1102
Cobblestone Capital Advisors
New York
$870K -$7.68K -11 -1%
FHA
1103
Flagship Harbor Advisors
Massachusetts
$864K -$31.4K -45 -4%
GAAM
1104
Guinness Atkinson Asset Management
California
$864K -$21.6K -31 -3%
SIA
1105
Schechter Investment Advisors
Michigan
$863K +$2.79K +4 +0.4%
LNB
1106
Ledyard National Bank
$862K -$1.4K -2 -0.2%
WJWM
1107
Williams Jones Wealth Management
New York
$856K -$44.7K -64 -6%
MW
1108
Marcum Wealth
Ohio
$856K -$30.7K -44 -4%
NS
1109
NBC Securities
Alabama
$854K +$86.6K +124 +13%
EA
1110
Emerald Advisors
Washington
$851K +$18.1K +26 +3%
LMKC
1111
L.M. Kohn & Company
Ohio
$850K +$46.8K +67 +7%
GIM
1112
Groesbeck Investment Management
New Jersey
$849K -$52.4K -75 -7%
AIM
1113
Anchor Investment Management
South Carolina
$845K +$300K +430 +70%
VFA
1114
Voya Financial Advisors
Connecticut
$845K -$8.38K -12 -1%
AIA
1115
Alera Investment Advisors
Illinois
$839K -$25.8K -37 -3%
GSB
1116
Greenfield Savings Bank
Massachusetts
$838K
FWM
1117
Forza Wealth Management
Florida
$837K
BFA
1118
Beaumont Financial Advisors
Massachusetts
$835K +$2.09K +3 +0.3%
NAS
1119
Nicolet Advisory Services
Wisconsin
$835K -$25.8K -37 -3%
CPSC
1120
Carl P. Sherr & Co
Massachusetts
$832K
AWA
1121
Aaron Wealth Advisors
Illinois
$832K +$30K +43 +4%
MGIA
1122
Moneta Group Investment Advisors
Missouri
$832K +$14.7K +21 +2%
CGL
1123
Clarius Group LLC
Washington
$822K -$91.4K -131 -11%
TCOTS
1124
Trust Company of the South
North Carolina
$822K +$706K +1,012 New
CWS
1125
Cypress Wealth Services
California
$821K -$23K -33 -3%

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.