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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
KC
1126
Kingfisher Capital
North Carolina
$819K +$698 +1 +0.1%
MCM
1127
Mendel Capital Management
Arkansas
$817K +$12.6K +18 +2%
FCA
1128
Fortis Capital Advisors
Kansas
$812K
CAC
1129
Core Alternative Capital
Georgia
$797K -$39.1K -56 -5%
SAM
1130
Sompo Asset Management
Japan
$796K -$83.8K -120 -11%
CT
1131
Chicago Trust
Illinois
$796K -$175K -250 -20%
CPIA
1132
Cornell Pochily Investment Advisors
New York
$795K +$6.98K +10 +1%
CTA
1133
Colonial Trust Advisors
South Carolina
$793K -$25.1K -36 -4%
MC
1134
Middleton & Co
Massachusetts
$787K +$80.3K +115 +13%
AWM
1135
Accurate Wealth Management
Florida
$787K -$45.4K -65 -6%
PWPS
1136
Pinnacle Wealth Planning Services
Ohio
$784K -$135K -194 -17%
BI
1137
Berkeley Inc
Idaho
$784K -$11.2K -16 -2%
RGI
1138
River Global Investors
United Kingdom
$782K -$6.28K -9 -0.9%
LAS
1139
LWM Advisory Services
Florida
$781K +$23.7K +34 +4%
CCWM
1140
Correct Capital Wealth Management
Missouri
$781K +$672K +962 New
FCFC
1141
First Commonwealth Financial Corp
Pennsylvania
$779K +$64.2K +92 +11%
FMB
1142
Field & Main Bank
Kentucky
$776K +$52.4K +75 +9%
CAG
1143
Csenge Advisory Group
Florida
$773K -$186K -266 -22%
RMDI
1144
R.M. Davis Inc
Maine
$770K -$87.3K -125 -12%
CM
1145
Columbus Macro
Pennsylvania
$770K
M
1146
MOTCO
Texas
$770K
TFA
1147
Transamerica Financial Advisors
Florida
$766K -$393K -563 -37%
PP
1148
Patron Partners
Texas
$766K -$6.98K -10 -1%
MCC
1149
Malaga Cove Capital
California
$765K -$2.09K -3 -0.3%
HWA
1150
Heritage Wealth Advisors
Virginia
$764K +$89.4K +128 +16%

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.