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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
TPW
1201
Transatlantique Private Wealth
New York
$684K -$11.9K -17 -2%
HPM
1202
Hoxton Planning & Management
West Virginia
$682K -$20.9K -30 -3%
TSS
1203
Two Sigma Securities
New York
$681K -$725K -1,038 -55%
RGC
1204
Roberts, Glore & Co
Illinois
$677K -$1.4K -2 -0.2%
AAM
1205
Aureus Asset Management
Massachusetts
$677K +$18.8K +27 +3%
NFA
1206
Northern Financial Advisors
Michigan
$677K +$193K +276 +49%
CQS
1207
Credential Qtrade Securities
$675K -$18.1K -26 -3%
FBFS
1208
First Business Financial Services
Wisconsin
$674K
NBT
1209
Northwest Bank & Trust
Iowa
$673K +$579K +829 New
RWM
1210
Rockline Wealth Management
New York
$668K +$575K +823 New
QPBE
1211
Quintet Private Bank (Europe)
Luxembourg
$668K -$1M -1,435 -64%
FWP
1212
FAS Wealth Partners
Kansas
$667K -$15.4K -22 -3%
KIA
1213
KLR Investment Advisors
Rhode Island
$662K +$27.9K +40 +5%
BCM
1214
Boltwood Capital Management
California
$662K +$62.1K +89 +12%
FAM
1215
Formidable Asset Management
Ohio
$659K
FFO
1216
Fortitude Family Office
Arizona
$656K +$564K +808 New
FIB
1217
First Interstate Bank
Montana
$655K -$32.1K -46 -5%
SIM
1218
Sentry Investment Management
Wisconsin
$655K -$5.58K -8 -1%
EWA
1219
Etesian Wealth Advisors
Oregon
$652K -$33.5K -48 -6%
CA
1220
Cullinan Associates
Kentucky
$649K
PI
1221
Parkside Investments
Illinois
$649K +$558K +800 New
MIM
1222
MTM Investment Management
South Carolina
$649K -$12.6K -18 -2%
JFA
1223
JNBA Financial Advisors
Minnesota
$647K -$17.5K -25 -3%
AWE
1224
Avidian Wealth Enterprises
Texas
$644K +$2.09K +3 +0.4%
Los Angeles Capital Management
1225
Los Angeles Capital Management
California
$644K -$2.57M -3,686 -82%

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.