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Blackrock

1,833 hedge funds and large institutions have $78.3B invested in Blackrock in 2023 Q1 according to their latest regulatory filings, with 151 funds opening new positions, 698 increasing their positions, 738 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 151 | Existing positions closed: 102

27.79% more ownership

Funds ownership: 79.54%107.34% (+28%)

0% more funds holding

Funds holding: 1,8251,833 (+8)

5% less repeat investments, than reductions

Existing positions increased: 698 | Existing positions reduced: 738

8% less capital invested

Capital invested by funds: $85.6B → $78.3B (-$7.22B)

10% less call options, than puts

Call options by funds: $899M | Put options by funds: $1B

26% less funds holding in top 10

Funds holding in top 10: 5037 (-13)

Holders
1,833
Holders Change
+8
Holders Change %
+0.44%
% of All Funds
29.21%
Holding in Top 10
37
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-26%
% of All Funds
0.59%
New
151
Increased
698
Reduced
738
Closed
102
Calls
$899M
Puts
$1B
Net Calls
-$103M
Net Calls Change
+$401M
Name Holding Trade Value Shares
Change
Change in
Stake
AB
1151
Atlas Brown
Kentucky
$670K +$31K +44 +5%
MCM
1152
Mendel Capital Management
Arkansas
$668K +$33.8K +48 +5%
VCA
1153
Verdence Capital Advisors
Maryland
$668K -$4.23K -6 -0.6%
WGCA
1154
Wolf Group Capital Advisors
Virginia
$667K -$66.9K -95 -9%
DWA
1155
Douglass Winthrop Advisors
New York
$666K -$282K -400 -29%
SIA
1156
Schechter Investment Advisors
Michigan
$665K -$48.6K -69 -6%
DA
1157
Dover Advisors
Virginia
$664K +$76.1K +108 +12%
SIM
1158
Sentry Investment Management
Wisconsin
$663K -$45.8K -65 -6%
TA
1159
Tiedemann Advisors
New York
$662K +$697K +989 New
USCWA
1160
U.S. Capital Wealth Advisors
Texas
$661K +$73.3K +104 +12%
AIM
1161
Aigen Investment Management
New York
$655K +$453K +643 +191%
BHBT
1162
Burke & Herbert Bank & Trust
Virginia
$654K
First Manhattan
1163
First Manhattan
New York
$652K +$31.7K +45 +5%
1IA
1164
1834 Investment Advisors
Wisconsin
$652K +$473K +671 +221%
OAJ
1165
Ogorek Anthony Joseph
New York
$652K -$38.7K -55 -5%
RWA
1166
Ropes Wealth Advisors
Massachusetts
$651K +$25.4K +36 +4%
BFA
1167
BMS Financial Advisors
South Dakota
$649K +$53.5K +76 +9%
BFA
1168
Beaumont Financial Advisors
Massachusetts
$646K +$4.23K +6 +0.6%
VFA
1169
Voya Financial Advisors
Connecticut
$645K -$182K -259 -21%
DA
1170
DCM Advisors
New York
$638K -$4.23K -6 -0.6%
LC
1171
Lavaca Capital
Texas
$636K
KTC
1172
Kistler-Tiffany Companies
Pennsylvania
$632K +$185K +263 +39%
FNA
1173
First National Advisers
Nebraska
$629K +$37.3K +53 +6%
AWA
1174
Aaron Wealth Advisors
Illinois
$629K +$37.3K +53 +6%
MC
1175
Matisse Capital
Oregon
$627K +$660K +937 New

BLK Hedge Fund Activity: Q1 2023 in Review

1,833 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Blackrock (BLK) for Q1 2023, worth a combined $78.3B — down 8.4% from $85.6B a quarter earlier.

Buyers outnumbered sellers: 151 funds opened new BLK positions and 102 closed out — a net gain of 49 holders — while 698 added to existing stakes and 738 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $679M. The largest seller was Fidelity Investments, cutting an estimated $490M.

  • 1,833 institutional investors held Blackrock (BLK) as of Q1 2023, up from 1,825 in Q4 2022.
  • Funds reported $78.3B of Blackrock stock for Q1 2023, down 8.4% quarter-over-quarter.
  • 151 funds opened new Blackrock positions in Q1 2023 and 102 closed out, a net change of +49 holders.
  • The largest Blackrock buyer in Q1 2023 was Capital Research Global Investors, an estimated $679M added.
  • The largest Blackrock seller in Q1 2023 was Fidelity Investments, an estimated $490M sold.

Based on aggregated 13F filings for Q1 2023.