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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
AIM
1251
Allen Investment Management
New York
$605K +$30K +43 +6%
EP
1252
Edgestream Partners
New Jersey
$604K -$2.87M -4,110 -85%
WMA
1253
West Michigan Advisors
Michigan
$603K -$57.9K -83 -10%
SPL
1254
Smart Portfolios LLC
Washington
$597K +$520K +745 New
EGA
1255
E&G Advisors
Texas
$596K
LA
1256
Legacy Advisors
Pennsylvania
$595K -$23K -33 -4%
Verition Fund Management
1257
Verition Fund Management
Connecticut
$591K -$1.42M -2,035 -74%
GWS
1258
Glassman Wealth Services
Virginia
$589K -$16.8K -24 -3%
NHT
1259
New Hampshire Trust
New Hampshire
$589K
PWP
1260
Phillips Wealth Planners
Mississippi
$588K -$148K -212 -22%
WAP
1261
Wealthcare Advisory Partners
Pennsylvania
$584K -$27.2K -39 -5%
LI
1262
LMCG Investments
Massachusetts
$582K -$47.5K -68 -9%
ZF
1263
Zhang Financial
Michigan
$578K
CA
1264
Claro Advisors
Massachusetts
$575K -$132K -189 -21%
AAIS
1265
ABN AMRO Investment Solutions
$574K -$34.2K -49 -6%
EA
1266
Everpar Advisors
Oklahoma
$574K +$494K +707 New
EFL
1267
ERn Financial LLC
Wisconsin
$573K -$122K -175 -20%
BAWM
1268
Bennett Associates Wealth Management
Pennsylvania
$573K +$493K +706 New
GM
1269
GeoWealth Management
Illinois
$573K +$494K +707 New
PIA
1270
Powell Investment Advisors
Florida
$572K
PA
1271
Probity Advisors
Texas
$567K -$26.5K -38 -5%
DWG
1272
Darden Wealth Group
Michigan
$567K +$487K +698 New
SB
1273
Simmons Bank
Arkansas
$564K -$10.5K -15 -2%
EFS
1274
Essex Financial Services
Connecticut
$563K +$6.98K +10 +1%
RIA
1275
Realta Investment Advisors
Delaware
$562K +$235K +336 +94%

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.