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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
GC
1176
Grimes & Company
Massachusetts
$624K -$6.34K -9 -1%
TBC
1177
Ted Buchan & Co
California
$623K -$62K -88 -9%
LAS
1178
LWM Advisory Services
Florida
$621K
AWA
1179
Arkadios Wealth Advisors
Georgia
$620K -$84.5K -120 -11%
NAS
1180
Nicolet Advisory Services
Wisconsin
$617K +$266K +377 +67%
PP
1181
Patron Partners
Texas
$616K -$83.1K -118 -11%
RCM
1182
Raleigh Capital Management
North Carolina
$615K +$35.9K +51 +6%
MIM
1183
MTM Investment Management
South Carolina
$615K -$26.1K -37 -4%
MGIA
1184
Moneta Group Investment Advisors
Missouri
$613K +$196K +278 +44%
AFG
1185
Alterity Financial Group
Maine
$612K +$17.6K +25 +3%
PB
1186
Pinnacle Bancorp
Nebraska
$610K +$3.52K +5 +0.6%
CQS
1187
Credential Qtrade Securities
$609K -$15.5K -22 -2%
MCM
1188
Mill Capital Management
North Carolina
$608K +$392K +557 +159%
MC
1189
Machina Capital
France
$607K +$639K +907 New
LA
1190
LVW Advisors
New York
$606K -$208K -295 -25%
CWS
1191
Cypress Wealth Services
California
$604K -$80.3K -114 -11%
CAAS
1192
Capital Asset Advisory Services
Michigan
$603K -$69.7K -99 -10%
STCOSD
1193
Sageworth Trust Company of South Dakota
South Dakota
$602K
WAP
1194
Wealthcare Advisory Partners
Pennsylvania
$601K +$12K +17 +2%
BWM
1195
BigSur Wealth Management
Florida
$600K -$50.7K -72 -7%
WA1
1196
Wimmer Associates 1
California
$597K -$17.6K -25 -3%
LWM
1197
Laidlaw Wealth Management
New York
$595K -$2.82K -4 -0.4%
CFGS
1198
Concourse Financial Group Securities
Alabama
$594K +$4.93K +7 +0.8%
HPM
1199
Hoxton Planning & Management
West Virginia
$594K -$4.23K -6 -0.7%
HH
1200
Hilltop Holdings
Texas
$593K -$154K -219 -20%

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.