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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
AB
1226
Atlas Brown
Kentucky
$642K +$698 +1 +0.1%
IAIM
1227
International Assets Investment Management
Florida
$642K -$25.1K -36 -4%
WMP
1228
Wealth Management Partners
Arizona
$642K -$72.6K -104 -12%
BB
1229
Burford Brothers
Texas
$638K +$549K +786 New
OTL
1230
Oak Thistle LLC
New York
$632K -$113K -162 -17%
OC
1231
Oakworth Capital
Alabama
$632K -$11.2K -16 -2%
BHBT
1232
Burke & Herbert Bank & Trust
Virginia
$632K
CWM
1233
Centurion Wealth Management
Virginia
$630K -$18.8K -27 -3%
WGCA
1234
Wolf Group Capital Advisors
Virginia
$630K +$13.3K +19 +2%
PPWM
1235
Paragon Private Wealth Management
Kentucky
$629K +$17.5K +25 +3%
SPC
1236
Sigma Planning Corp
Michigan
$628K -$640K -917 -54%
ORC
1237
O'Rourke & Company
Massachusetts
$627K -$224K -321 -29%
LT
1238
Legacy Trust
Michigan
$627K -$11.2K -16 -2%
SAM
1239
Smithbridge Asset Management
Pennsylvania
$625K
MSWM
1240
McGlone Suttner Wealth Management
Wisconsin
$620K +$41.9K +60 +9%
NB
1241
Nicolet Bankshares
Wisconsin
$618K +$30.7K +44 +6%
SWM
1242
SeaCrest Wealth Management
New York
$615K +$1.4K +2 +0.3%
AFG
1243
Atomi Financial Group
New York
$615K +$90.1K +129 +21%
AWA
1244
Amplius Wealth Advisors
Pennsylvania
$615K -$2.79K -4 -0.5%
TCPWM
1245
Traverso Chambers Private Wealth Management
California
$614K -$14K -20 -3%
IF
1246
Intrua Financial
Texas
$613K +$22.3K +32 +4%
Dodge & Cox
1247
Dodge & Cox
California
$609K
HFAS
1248
Hummer Financial Advisory Services
Illinois
$609K
EL
1249
EMFO LLC
Florida
$609K +$524K +750 New
CWP
1250
Concord Wealth Partners
Virginia
$605K -$170K -243 -25%

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.