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Blackrock

1,854 hedge funds and large institutions have $80.7B invested in Blackrock in 2023 Q2 according to their latest regulatory filings, with 138 funds opening new positions, 683 increasing their positions, 782 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 100

1% more funds holding

Funds holding: 1,8331,854 (+21)

3% more capital invested

Capital invested by funds: $78.3B → $80.7B (+$2.38B)

5% less call options, than puts

Call options by funds: $677M | Put options by funds: $711M

13% less repeat investments, than reductions

Existing positions increased: 683 | Existing positions reduced: 782

29.27% less ownership

Funds ownership: 107.34%78.07% (-29%)

35% less funds holding in top 10

Funds holding in top 10: 3724 (-13)

Holders
1,854
Holders Change
+21
Holders Change %
+1.15%
% of All Funds
29.11%
Holding in Top 10
24
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-35.14%
% of All Funds
0.38%
New
138
Increased
683
Reduced
782
Closed
100
Calls
$677M
Puts
$711M
Net Calls
-$34.4M
Net Calls Change
+$68.8M
Name Holding Trade Value Shares
Change
Change in
Stake
TIMH
1251
Tilt Investment Management Holdings
New York
$538K
PA
1252
Probity Advisors
Texas
$534K +$518K +773 New
MCC
1253
Malaga Cove Capital
California
$534K
MC
1254
Middleton & Co
Massachusetts
$532K +$100K +150 +24%
SAM
1255
Smithbridge Asset Management
Pennsylvania
$532K
MCM
1256
Mill Capital Management
North Carolina
$528K -$96.4K -144 -16%
JFA
1257
JNBA Financial Advisors
Minnesota
$527K +$12.7K +19 +3%
IF
1258
Intrua Financial
Texas
$527K +$26.8K +40 +6%
TFS
1259
Thoroughbred Financial Services
Tennessee
$526K -$177K -264 -26%
AWA
1260
Amplius Wealth Advisors
Pennsylvania
$526K
TCPWM
1261
Traverso Chambers Private Wealth Management
California
$523K -$8.04K -12 -2%
HCM
1262
Hillman Capital Management
Maryland
$520K -$18.8K -28 -4%
CA
1263
Crumly & Associates
Illinois
$519K -$5.36K -8 -1%
Dodge & Cox
1264
Dodge & Cox
California
$518K
HFAS
1265
Hummer Financial Advisory Services
Illinois
$518K
BAM
1266
Bosun Asset Management
Illinois
$515K +$6.7K +10 +1%
CAC
1267
Core Alternative Capital
Georgia
$515K +$10.7K +16 +2%
LA
1268
Legacy Advisors
Pennsylvania
$514K -$1.34K -2 -0.3%
AB
1269
Atlas Brown
Kentucky
$513K -$173K -259 -26%
PPWM
1270
Paragon Private Wealth Management
Kentucky
$508K -$15.4K -23 -3%
EGA
1271
E&G Advisors
Texas
$507K
SVWAG
1272
Sound View Wealth Advisors Group
Georgia
$507K -$4.02K -6 -0.8%
ZF
1273
Zhang Financial
Michigan
$505K +$1.34K +2 +0.3%
SB
1274
Simmons Bank
Arkansas
$500K -$22.1K -33 -4%
JFGIW
1275
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$498K +$228K +341 +90%

BLK Hedge Fund Activity: Q2 2023 in Review

1,854 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Blackrock (BLK) for Q2 2023, worth a combined $80.7B — up 3% from $78.3B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new BLK positions and 100 closed out — a net gain of 38 holders — while 683 added to existing stakes and 782 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $171M. The largest seller was OFI Invest Asset Management, cutting an estimated $29.5B.

  • 1,854 institutional investors held Blackrock (BLK) as of Q2 2023, up from 1,833 in Q1 2023.
  • Funds reported $80.7B of Blackrock stock for Q2 2023, up 3% quarter-over-quarter.
  • 138 funds opened new Blackrock positions in Q2 2023 and 100 closed out, a net change of +38 holders.
  • The largest Blackrock buyer in Q2 2023 was Capital Research Global Investors, an estimated $171M added.
  • The largest Blackrock seller in Q2 2023 was OFI Invest Asset Management, an estimated $29.5B sold.

Based on aggregated 13F filings for Q2 2023.