We are live on ! Find out more
BLK icon

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
TPW
1226
Transatlantique Private Wealth
New York
$563K +$62.7K +89 +12%
WDC
1227
Woodward Diversified Capital
California
$562K -$12K -17 -2%
KFA
1228
Krane Funds Advisors
New York
$560K +$17.6K +25 +3%
KAM
1229
Knightsbridge Asset Management
California
$560K +$158K +224 +37%
FMB
1230
Field & Main Bank
Kentucky
$553K +$14.1K +20 +2%
BJL
1231
Brighton Jones LLC
Washington
$552K -$2.82K -4 -0.5%
ECM
1232
Ensemble Capital Management
California
$549K
FWP
1233
FAS Wealth Partners
Kansas
$549K -$2.11K -3 -0.4%
FAM
1234
Formidable Asset Management
Ohio
$548K
FBFS
1235
First Business Financial Services
Wisconsin
$547K +$12.7K +18 +2%
IFG
1236
Independent Financial Group
California
$546K +$32.4K +46 +6%
SP
1237
Symmetry Partners
Connecticut
$545K -$130K -185 -19%
JFG
1238
Jefferies Financial Group
New York
$543K -$716K -1,017 -56%
CA
1239
Continuum Advisory
Idaho
$542K +$79.6K +113 +16%
KIA
1240
KLR Investment Advisors
Rhode Island
$541K -$102K -145 -15%
HW
1241
Hancock Whitney
Mississippi
$539K -$210K -298 -27%
OC
1242
Oakworth Capital
Alabama
$537K
IAIM
1243
International Assets Investment Management
Florida
$537K -$43.7K -62 -7%
LT
1244
Legacy Trust
Michigan
$537K
ANTB
1245
AMG National Trust Bank
Colorado
$535K -$127K -180 -18%
CWM
1246
Centurion Wealth Management
Virginia
$530K +$704 +1 +0.1%
SMC
1247
Smith, Moore & Co
Missouri
$528K +$59.2K +84 +12%
LI
1248
LMCG Investments
Massachusetts
$527K
EFL
1249
ERn Financial LLC
Wisconsin
$524K +$3.52K +5 +0.6%
HCM
1250
Hillman Capital Management
Maryland
$522K -$25.4K -36 -4%

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.