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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
PCS
1251
Personal CFO Solutions
New Jersey
$521K +$26.1K +37 +5%
VAG
1252
VisionPoint Advisory Group
Texas
$520K -$149K -211 -20%
MCC
1253
Malaga Cove Capital
California
$517K +$135K +191 +33%
SAM
1254
Smithbridge Asset Management
Pennsylvania
$515K
TCPWM
1255
Traverso Chambers Private Wealth Management
California
$514K -$5.63K -8 -1%
AWA
1256
Amplius Wealth Advisors
Pennsylvania
$509K
OTPPB
1257
Ontario Teachers' Pension Plan Board
Ontario, Canada
$509K -$49.3K -70 -8%
BWM
1258
Buckley Wealth Management
Nevada
$509K -$2.82K -4 -0.5%
PWP
1259
Phillips Wealth Planners
Mississippi
$508K +$23.2K +33 +5%
CA
1260
Crumly & Associates
Illinois
$508K +$11.3K +16 +2%
PPWM
1261
Paragon Private Wealth Management
Kentucky
$507K -$704 -1 -0.1%
SB
1262
Simmons Bank
Arkansas
$507K -$263K -374 -33%
TIMH
1263
Tilt Investment Management Holdings
New York
$505K +$71.1K +101 +15%
IBOK
1264
Independence Bank of Kentucky
Kentucky
$503K -$12K -17 -2%
HFAS
1265
Hummer Financial Advisory Services
Illinois
$502K -$10.6K -15 -2%
Dodge & Cox
1266
Dodge & Cox
California
$502K
ALAM
1267
Asahi Life Asset Management
Japan
$502K +$528K +750 New
FFA
1268
Farther Finance Advisors
California
$501K +$52.8K +75 +11%
WMP
1269
Wealth Management Partners
Arizona
$501K -$178K -252 -25%
CWP
1270
Concord Wealth Partners
Virginia
$501K -$265K -376 -33%
NP
1271
NorthRock Partners
Minnesota
$501K -$164K -233 -24%
LA
1272
Legacy Advisors
Pennsylvania
$499K +$36.6K +52 +7%
JFA
1273
JNBA Financial Advisors
Minnesota
$498K -$42.3K -60 -7%
CGFA
1274
Colton Groome Financial Advisors
North Carolina
$497K +$69K +98 +15%
SWM
1275
SeaCrest Wealth Management
New York
$496K +$2.11K +3 +0.4%

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.