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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
RCM
1276
Radnor Capital Management
Pennsylvania
$496K
SVWAG
1277
Sound View Wealth Advisors Group
Georgia
$495K -$375K -532 -42%
IIC
1278
Ironwood Investment Counsel
Arizona
$495K +$212K +301 +69%
WMA
1279
West Michigan Advisors
Michigan
$494K +$520K +738 New
EWA
1280
EP Wealth Advisors
California
$493K -$49.8M -70,735 -100%
BAM
1281
Bosun Asset Management
Illinois
$492K +$10.6K +15 +2%
PIA
1282
Powell Investment Advisors
Florida
$491K -$4.23K -6 -0.8%
EGA
1283
E&G Advisors
Texas
$491K
GCWM
1284
Graham Capital Wealth Management
District of Columbia
$488K +$51.4K +73 New
CAC
1285
Core Alternative Capital
Georgia
$488K -$683K -970 -57%
WA
1286
Wealth Alliance
New York
$484K -$179K -254 -26%
EFS
1287
Essex Financial Services
Connecticut
$479K -$9.16K -13 -2%
GWM
1288
Geneos Wealth Management
Colorado
$479K +$2.82K +4 +0.6%
NHT
1289
New Hampshire Trust
New Hampshire
$478K -$192K -272 -28%
BTWM
1290
Baker Tilly Wealth Management
Wisconsin
$476K -$4.23K -6 -0.8%
ZF
1291
Zhang Financial
Michigan
$475K -$35.9K -51 -7%
MWM
1292
Meridian Wealth Management
Kentucky
$475K -$95.8K -136 -16%
BCM
1293
Boltwood Capital Management
California
$473K -$12K -17 -2%
GAM
1294
Gemmer Asset Management
California
$472K +$3.52K +5 +0.7%
SS
1295
Sunbelt Securities
Texas
$472K -$63.4K -90 -11%
Point72 Asset Management
1296
Point72 Asset Management
Connecticut
$472K -$10.8M -15,316 -96%
AG
1297
Ascent Group
Virginia
$470K -$42.3K -60 -8%
AIM
1298
Allen Investment Management
New York
$470K
CA
1299
Cullinan Associates
Kentucky
$468K -$42.3K -60 -8%
ACM
1300
Aquatic Capital Management
Illinois
$468K +$493K +700 New

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.