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Blackrock

1,825 hedge funds and large institutions have $85.6B invested in Blackrock in 2022 Q4 according to their latest regulatory filings, with 242 funds opening new positions, 646 increasing their positions, 737 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 242 | Existing positions closed: 108

92% more funds holding in top 10

Funds holding in top 10: 2650 (+24)

32% more capital invested

Capital invested by funds: $65B → $85.6B (+$20.6B)

6% more funds holding

Funds holding: 1,7171,825 (+108)

1.21% more ownership

Funds ownership: 78.34%79.54% (+1.2%)

12% less repeat investments, than reductions

Existing positions increased: 646 | Existing positions reduced: 737

28% less call options, than puts

Call options by funds: $1.29B | Put options by funds: $1.8B

Holders
1,825
Holders Change
+108
Holders Change %
+6.29%
% of All Funds
29.33%
Holding in Top 10
50
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+92.31%
% of All Funds
0.8%
New
242
Increased
646
Reduced
737
Closed
108
Calls
$1.29B
Puts
$1.8B
Net Calls
-$504M
Net Calls Change
-$370M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1201
Smithbridge Asset Management
Pennsylvania
$546K -$3.34K -5 -0.6%
IBOK
1202
Independence Bank of Kentucky
Kentucky
$544K +$1.34K +2 +0.3%
HFAS
1203
Hummer Financial Advisory Services
Illinois
$542K
BWM
1204
Buckley Wealth Management
Nevada
$541K +$7.34K +11 +1%
AWM
1205
Accurate Wealth Management
Florida
$541K +$84.8K +127 +22%
PWP
1206
Phillips Wealth Planners
Mississippi
$540K +$489K +733 New
AG
1207
Ascent Group
Virginia
$540K +$8.68K +13 +2%
JDR
1208
Jay D. Rosenbaum
$539K -$141K -211 -22%
AWA
1209
Amplius Wealth Advisors
Pennsylvania
$539K +$4.01K +6 +0.8%
ZF
1210
Zhang Financial
Michigan
$539K +$12K +18 +2%
CA
1211
Cullinan Associates
Kentucky
$539K +$174K +260 +52%
PPWM
1212
Paragon Private Wealth Management
Kentucky
$538K +$33.4K +50 +7%
RCM
1213
Radnor Capital Management
Pennsylvania
$537K
TPW
1214
Transatlantique Private Wealth
New York
$535K +$26.7K +40 +6%
WPW
1215
Waldron Private Wealth
Pennsylvania
$532K
FFA
1216
Founders Financial Alliance
North Carolina
$532K -$82.8K -124 -14%
Dodge & Cox
1217
Dodge & Cox
California
$531K
TSS
1218
Two Sigma Securities
New York
$531K -$2.51M -3,758 -83%
WSCM
1219
Wellington Shields Capital Management
New York
$530K
O
1220
Ossiam
France
$529K -$45.4K -68 -8%
NCG
1221
Newport Capital Group
New Jersey
$529K -$538K -805 -52%
PIM
1222
Perpetual Investment Management
Australia
$528K
CA
1223
Crumly & Associates
Illinois
$526K -$53.4K -80 -10%
PCS
1224
Personal CFO Solutions
New Jersey
$526K -$14K -21 -3%
PIA
1225
Powell Investment Advisors
Florida
$524K +$5.34K +8 +1%

BLK Hedge Fund Activity: Q4 2022 in Review

1,825 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Blackrock (BLK) for Q4 2022, worth a combined $85.6B — up 32% from $65B a quarter earlier.

Buyers outnumbered sellers: 242 funds opened new BLK positions and 108 closed out — a net gain of 134 holders — while 646 added to existing stakes and 737 trimmed.

The largest buyer was Bank of America, adding an estimated $758M. The largest seller was Capital International Investors, cutting an estimated $597M.

  • 1,825 institutional investors held Blackrock (BLK) as of Q4 2022, up from 1,717 in Q3 2022.
  • Funds reported $85.6B of Blackrock stock for Q4 2022, up 32% quarter-over-quarter.
  • 242 funds opened new Blackrock positions in Q4 2022 and 108 closed out, a net change of +134 holders.
  • The largest Blackrock buyer in Q4 2022 was Bank of America, an estimated $758M added.
  • The largest Blackrock seller in Q4 2022 was Capital International Investors, an estimated $597M sold.

Based on aggregated 13F filings for Q4 2022.