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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
PWMG
1176
Prestige Wealth Management Group
New Jersey
$722K +$44.7K +64 +8%
ANTB
1177
AMG National Trust Bank
Colorado
$719K +$178K +255 +40%
IB
1178
Intrust Bank
Kansas
$719K -$101K -144 -14%
AFG
1179
ABLE Financial Group
Arizona
$716K -$243K -348 -28%
BSW
1180
Buckingham Strategic Wealth
Missouri
$714K -$53.1K -76 -8%
BP
1181
BBR Partners
New York
$714K -$24.4K -35 -4%
FDP
1182
Financiere des Professionnels
Quebec, Canada
$714K +$6.98K +10 +1%
SMC
1183
Smith, Moore & Co
Missouri
$711K +$69.8K +100 +13%
CFGS
1184
Concourse Financial Group Securities
Alabama
$710K +$23.7K +34 +4%
SAM
1185
Smartleaf Asset Management
Massachusetts
$708K +$610K +874 New
WDC
1186
Woodward Diversified Capital
California
$706K -$37K -53 -6%
GC
1187
Grimes & Company
Massachusetts
$700K +$3.49K +5 +0.6%
AFG
1188
Alterity Financial Group
Maine
$699K -$34.9K -50 -5%
PCS
1189
Personal CFO Solutions
New Jersey
$699K +$8.38K +12 +1%
JWBC
1190
J.W. Burns & Co
New York
$698K
V
1191
VeraBank
Texas
$698K +$4.89K +7 +0.8%
SP
1192
Stablepoint Partners
Massachusetts
$697K +$600K +859 New
Lazard Asset Management
1193
Lazard Asset Management
New York
$695K -$1.88M -2,689 -76%
GWANC
1194
Guardian Wealth Advisors (North Carolina)
North Carolina
$693K -$29.3K -42 -5%
USCWA
1195
U.S. Capital Wealth Advisors
Texas
$692K -$30K -43 -5%
PFG
1196
PAX Financial Group
Texas
$689K -$48.9K -70 -7%
CA
1197
Crumly & Associates
Illinois
$688K +$72.6K +104 +14%
CL
1198
Choreo LLC
Illinois
$688K +$108K +155 +22%
BIG
1199
Brooklyn Investment Group
New York
$686K +$590K +845 New
CF
1200
Centaurus Financial
California
$685K +$447K +641 +316%

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.